CRM Data Analyst

JOB TITLE: 132715 CRM Data Analyst
SALARY: £47,790 - £53,100
LOCATIONS: Edinburgh
HOURS: Full-Time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office in Edinburgh.
This is a 12 month fixed term contract opportunity
About This Opportunity
Are you ready to make a real impact with data? Join our vibrant team within the Accumulation Platform of Insurance, Pensions & Investments (IP&I), where innovation meets collaboration. We’re a close-knit group of passionate professionals who support the Workplace and Intermediary Wealth Distribution teams, helping them make smarter decisions through data. Based in our central Edinburgh office, you’ll be part of a culture that values diversity, encourages growth and puts your development front and centre.
At Lloyds Banking Group, we’re proud to serve millions of customers and communities across the UK. Our work underpins the economy and helps people and businesses thrive. As a CRM Data Analyst, you’ll play a key role in shaping how we use data to deliver exceptional customer outcomes and drive strategic success. If you’re looking for a role where your skills will be valued and your ideas heard, this could be the opportunity you’ve been waiting for.
What You'll Be Doing
Ensure data accuracy and integrity within Microsoft Dynamics through validation processes and proactive issue resolution

Enrich internal datasets using third-party sources to improve insight reliability across distribution channels

Align Microsoft Dynamics dashboards with Power BI reports, creating seamless and intuitive user experiences

Collaborate with technical teams to identify integration opportunities and streamline reporting processes

Support small-scale data projects and contribute to larger initiatives that enhance business insight

Provide tailored data support across the organisation and step in for the CRM Data Lead when needed

Why Lloyds Banking Group?
We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive.
What You’ll Need
Strong capability in using Microsoft Dynamics and Power BI to build insightful reports and dashboards, including applying DAX

Confidence working with Excel and familiarity with Power Platform tools such as Power Automate and Power Apps

Ability to manage, manipulate and interpret large, complex datasets with accuracy and clarity

A growth mindset with a willingness to learn and apply new technologies, including Google Cloud Platform

Excellent communication skills, with the ability to explain technical concepts to non-technical audiences

A collaborative approach and ideally, familiarity with Intermediary Wealth or Workplace Pensions, and knowledge of SQL, Python or VBA

About Working For Us
Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We’re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
As a Disability Confident Leader, we guarantee interviews for applicants with disabilities who meet the minimum criteria through our Disability Confident Scheme (DCS). We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. We also provide reasonable adjustments throughout the recruitment process. If you need an adjustment, just let us know!
We also offer a wide-ranging benefits package, which includes:
A generous pension contribution of up to 15%

An annual performance-related bonus

Share schemes including free shares

Benefits you can adapt to your lifestyle, such as discounted shopping

28 days’ holiday, with bank holidays on top

A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.

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