CRM & Business Analyst
£40,000 - £45,000 + Uncapped Bonus + Benefits
Northampton (Hybrid)
Are you a data-driven professional with a passion for optimising CRM systems and delivering actionable insights? This role offers an excellent opportunity to elevate your career in the fast-paced financial services sector.
About the Role
We are seeking a highly motivated and detail-oriented CRM & Business Analyst to join a leading organisation in financial services. In this role, you will manage and enhance a highly customised Zoho CRM platform, providing valuable insights to drive customer engagement, sales output, and marketing strategies.
Key Responsibilities
CRM Optimisation: Manage and maintain CRM data integrity, workflows, and customisations.
Data Analysis: Develop and deliver insightful reports, dashboards, and visualisations to track KPIs and business metrics.
Strategic Projects: Lead initiatives to improve CRM functionality, optimise business processes, and deliver impactful solutions.
Collaboration: Partner with cross-functional teams to identify reporting needs and develop data-driven strategies.
Projects You'll Be Involved In
Creating a Commission Forecasting Model to enhance revenue predictions.
Implementing AI-driven solutions to analyse and classify customer interactions.
Designing dashboards to optimise Google ad spend and marketing ROI.
About You
5+ years of experience in data or business analysis, with strong CRM expertise.
Proven expertise in data analysis, report generation, and developing actionable recommendations.
Proficiency in SQL and data visualisation tools (e.g., Zoho Analytics, Power BI).
Development experience with JavaScript or Python, with the ability to create CRM functions.
Strong communication skills to present data-driven insights clearly.
What's on Offer?
Competitive salary of £40,000 - £45,000 per annum.
Uncapped annual bonus.
Career development opportunities in a forward-thinking, innovative environment.
Collaborative, supportive team culture.
Next Steps
If you're ready to make a significant impact and grow your career in the financial services sector, we want to hear from you.
Send your CV, quoting reference LX (phone number removed) to .
Take the next step in your career and unlock your potential with this exciting opportunity
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