CRM Analyst

Carlin Hall; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

Carlin Hall, a fast-growing executive search firm with London and US offices, seeks a data & CRM analyst to transform CRM data into actionable insights for consultants. You will analyze placement metrics and create dashboards to support client pitches, while identifying data gaps to improve CRM quality and processes.

With around 18 months in a CRM/data/analyst role and a background in recruitment or professional services, you will present findings to senior colleagues and help win more business

Qualifications

• Around 18 months' experience in a CRM, data or analyst role.
• Background in recruitment, professional services or a sales-led environment.
• Commercial mindset to link numbers to winning business.
• Experience presenting findings to senior, non-technical colleagues.

Responsibilities

• Pull and analyse placement data (time to hire, shortlist-to-interview ratios, interview-to-hire conversion).
• Turn analysis into clear materials and dashboards for consultants.
• Spot data gaps and recommend additional CRM data to record.
• Suggest improvements to data management and processes in the CRM.
• Keep CRM data accurate and consistent.

Skills

CRM data analysis

Data-driven storytelling

Dashboard creation

presentation to senior staff

Tools

Bullhorn

CRM systems

Job description

A fast-growing executive search firm specialising in financial services. It works across credit, private equity, infrastructure, M&A, legal and compliance, and has offices in London and the US. The firm is building a data-led approach to winning new business, and this is a new role created to drive it.

The role

You’ll work closely with the Operations Manager and Senior Marketing team. The job is to turn what's in the CRM into insight the consultants can use with clients. This is a commercial role, not a customer service one. It's about using data to help the firm win more business.

What you'll do

• Pull and analyse placement data, such as time to hire, shortlist-to-interview ratios and interview-to-hire conversion, to support pitches and client proposals
• Turn that analysis into clear, usable material for consultants and create dashboards
• Spot gaps in what's being captured and recommend additional data the firm should record
• Suggest improvements to how data and processes are managed in the CRM
• Keep CRM data accurate and consistent

What they're looking for

• Around 18 months' experience in a CRM, data or analyst role
• A background in recruitment, professional services or another sales-led environment
• A commercial mindset, so you can see how the numbers help win business
• Bullhorn experience is a real bonus but not essential. Any CRM experience is valued.
• Confident presenting findings to senior, non-technical colleagues

The details

• Office-based 4–5 days a week initially
• Unfortunately, sponsorship isn't available