Automation Analyst

SF Recruitment; Birmingham; On-site; GBP 58,000 - 65,000; Full time

Job summary

A recruitment agency is seeking an Automation Analyst for their Birmingham office, responsible for creating solutions with Power Apps and Automate, enhancing CRM configurations, and automating workflows. The ideal candidate will have strong experience with Power BI and CRM tools, focusing on improving efficiency within the firm. A salary range of £58,000 - £65,000 is offered along with benefits.

Qualifications

• Strong hands-on experience with Power Apps and Power Automate.
• Practical CRM configuration background (DealCloud, Dynamics, Salesforce or HubSpot).
• Experience in building dashboards with Power BI.

Responsibilities

• Create and maintain solutions with Power Apps and Power Automate.
• Enhance the firm's CRM with configurations.
• Automate data flows between systems and deliver Power BI dashboards.

Skills

Power Apps

Power Automate

CRM configuration

Power BI

API integration

Job description

Overview

Automation Analyst – Location: Birmingham / Manchester / Leeds / Reading / London (majority office-based). Salary: £58,000 - £65,000 + benefits (Flexible).

Responsibilities

• Power Platform build: Create and maintain solutions with Power Apps (canvas/model-driven) and Power Automate, replacing manual processes with automated workflows.
• CRM configuration: Enhance the firm's CRM (DealCloud preferred, but Dynamics/Salesforce/HubSpot experience also valued).
• Process mapping: Translate requirements into practical solutions; document, test and deliver enhancements that drive measurable efficiency.
• Data flows & reporting: Automate data between systems (APIs/Connectors, Boomi a plus) and deliver Power BI dashboards with well-structured data models.
• AI & tools: Explore and embed tools such as Copilot/ChatGPT to drive adoption of new ways of working.
• Governance: Align solutions to best practice in low/no-code security, change control and documentation.

What you’ll bring

• Strong hands-on experience with Power Apps and Power Automate.
• Practical CRM configuration background (DealCloud, Dynamics, Salesforce or HubSpot).
• Power BI experience - building dashboards and basic data models.
• Familiarity with integrations/APIs (Boomi or similar a bonus).
• Comfortable working closely with stakeholders but with a focus on building and delivering the solution yourself.
• Financial services, private equity or asset management experience is highly desirable.

Why this role?

This is an opportunity to take ownership of real delivery, using modern low-code platforms to drive efficiency across investment and operations. You'll be part of a collaborative team, with plenty of scope to innovate and shape how automation and reporting are embedded across the business.