CRM & Reporting Analyst

Kaizen Asset Management Services; Dubai; On-site; AED 120,000 - 150,000; Full time

Job summary

A financial services firm in Dubai seeks a CRM & Reporting Analyst to manage and analyze CRM data, generating reports that aid in strategic decision-making. The role involves collaborating with teams to enhance client engagement through data insights. Candidates should have a bachelor's degree in business or data analytics, experience in CRM management, and proficiency in software like Salesforce and Power BI, as well as strong analytical skills.

Qualifications

• Bachelor's degree in Business Administration, Data Analytics, or a related field.
• Proven experience in CRM management, data analysis, or reporting.
• Experience in property management or real estate industry is a plus.

Responsibilities

• Manage and maintain the CRM database, ensuring accuracy of client records.
• Analyze CRM data to identify patterns for enhancing client relationships.
• Generate detailed reports on client engagement and sales activities.
• Work with sales and marketing teams to optimize CRM campaigns.

Skills

Proficiency in CRM software (e.g., Salesforce, HubSpot)

Strong analytical skills

Excellent communication skills

Experience with data manipulation in Excel

Familiarity with data privacy regulations

Education

Bachelor's degree in Business Administration, Data Analytics, or related field

Tools

Salesforce

Power BI

Tableau

Job description

Job Summary

The CRM & Reporting Analyst at Kaizen Asset Management Services is responsible for managing and analyzing customer relationship management (CRM) data and generating reports that facilitate strategic decision‑making. This role involves working closely with various teams to optimize CRM processes, analyze client interactions, and enhance client engagement through data-driven insights.

Key Responsibilities

• Manage and maintain the CRM database, ensuring accuracy and completeness of client records.
• Analyze CRM data to identify patterns, trends, and opportunities for enhancing client relationships.
• Generate and present detailed reports on client engagement, sales activities, and overall CRM performance metrics.
• Work collaboratively with sales and marketing teams to optimize CRM campaigns and track performance.
• Develop and implement automated reporting tools and dashboards for real‑time access to CRM data.
• Train and support team members in effectively utilizing the CRM system and reporting tools.
• Identify and implement best practices for data entry, management, and reporting processes to improve efficiency.
• Collaborate with IT to troubleshoot and enhance CRM system functionalities as needed.
• Ensure compliance with data privacy regulations and company policies regarding client information.
• Support strategic initiatives by providing insights derived from CRM analyses to senior management.

Requirements

• Bachelor's degree in Business Administration, Data Analytics, or a related field.
• Proven experience in CRM management, data analysis, or reporting.
• Strong proficiency in CRM software (e.g., Salesforce, HubSpot) and reporting tools (e.g., Tableau, Power BI).
• Excellent analytical skills with a keen attention to detail.
• Strong communication and presentation skills.
• Ability to work collaboratively across teams and manage multiple projects simultaneously.
• Experience with Excel, including advanced formulas and data manipulation.
• Familiarity with data privacy regulations and best practices in client data management.
• Prior experience in the property management or real estate industry is a plus.