CRM Analyst

hireful; Lincoln; On-site; GBP 30,000 - 50,000; Full time

Job summary

A well-established firm in Lincoln is searching for a skilled CRM Analyst to enhance their Salesforce and HubSpot platforms. This role involves data management, reporting, and process optimization to drive improvements across sales and customer service teams. The successful candidate will play a pivotal role in strategic analysis and cross-department collaboration to enhance customer engagement and business opportunities.

Benefits

Competitive salary

Up to 30 days holiday allowance

Death in Service benefit of x4 salary

Company pension scheme

Enhanced maternity and paternity leave packages

Flexible benefits package

Modern office with free parking

Job referral scheme

Comprehensive learning & development framework

Qualifications

• Experience in Salesforce administration required.
• Salesforce Administrator Certification (ADM 201) desired.
• HubSpot Certification is a plus.

Responsibilities

• Configure and maintain Salesforce and HubSpot platforms.
• Monitor data quality and optimize CRM processes.
• Provide training and support for internal users.

Skills

Data Management

CRM Optimization

Salesforce Administration

HubSpot Management

Strategic Analysis

Education

Qualifications in Business Administration, Information Technology, or Marketing

Tools

Salesforce

HubSpot

Tableau

Google Analytics

Excel

Job description

CRM Analyst

We’re hiring! Join our team of innovators and game changers…..

Are you looking for a role where your skills are valued, your ideas matter and your development and growth is priority?

At HomeLet, we are on a mission….to revolutionise the tenant referencing landscape and create unforgettable customer experiences for all the right reasons. We need talented passionate people who care about customers to make that happen.

With over 30 years in the industry, HomeLet is one of the leading brands that support the UK’s vibrant private rented sector.

As part of the prestigious PIB Insurance Group, we are based in Lincoln, with more than 300 dedicated team members working hard every day to support letting agents, landlords and tenants across the whole of the UK.

As the UK’s largest tenant referencing and Insurance firm in the sector, we pride ourselves in providing fast, accurate and reliable products, to tenants, landlords and letting agents - we've referenced more than a million tenants over the last three years!

Why work with us:

• Competitive salary
• Up to 30 days holiday allowance with the option to buy additional days
• Death in Service benefit of x4 salary
• Company pension scheme
• Enhanced maternity and paternity leave packages
• A flexible benefits package which allows you to add additional benefits to your overall package
• Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
• Purpose built, modern office with free parking and on-site subsidised bistro
• Job referral scheme
• We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
• If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
• We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
• PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development

Job Overview:

We are seeking a motivated and detail-oriented CRM Analyst to join our growing team. As a Salesforce/HubSpot Analyst, you will be responsible for optimizing our CRM systems, ensuring data accuracy, and leveraging advanced features to improve sales, marketing, and customer service processes. You will work closely with cross-functional teams to analyze and report on CRM performance, implement process improvements, and ensure effective use of Salesforce and HubSpot tools.

This role offers an exciting opportunity for someone with a strong technical background in CRM platforms to have a meaningful impact on business operations.

Key Responsibilities:

Salesforce & HubSpot Management:

• Configure, customize, and maintain Salesforce and HubSpot to align with business processes.
• Ensure seamless integration between Salesforce, HubSpot, and other internal tools/systems.
• Design, implement, and optimize workflows, automation, and processes within both platforms.
• Troubleshoot and resolve issues related to Salesforce and HubSpot configurations.

Data Management & Reporting:

• Monitor and maintain data quality within Salesforce and HubSpot by implementing data validation rules, cleaning up inconsistencies, and identifying data gaps.
• Develop custom reports and dashboards in both Salesforce and HubSpot to provide actionable insights for leadership and teams.
• Create and automate reports to track KPIs, lead conversion rates, sales pipeline, and marketing campaign performance.

Process Optimization & Support:

• Collaborate with sales, marketing, and customer service teams to optimize CRM workflows and processes.
• Provide training and support for internal users to ensure proper usage and maximize the value of Salesforce and HubSpot tools.
• Stay up-to-date with the latest Salesforce and HubSpot features, and propose recommendations for improving functionality and usability.

Strategic Analysis:

• Analyze CRM data to identify trends, areas for improvement, and business opportunities.
• Provide strategic recommendations to enhance customer engagement, sales performance, and marketing ROI.
• Support leadership in decision-making through data-driven insights.

Collaboration & Communication:

• Work closely with cross-functional teams, including Sales, Marketing, and Customer Support, to ensure CRM systems meet the needs of all departments.
• Serve as a liaison between business teams and technical staff for troubleshooting, system updates, and system enhancements.

Qualifications and Skills:

• Qualifications in Business Administration, Information Technology, Marketing, or related field.
• Experience in Salesforce administration.
• Salesforce Administrator Certification (ADM 201)
• Experience with data migration, integration, and CRM system customization
• Led Project through a period of technological change
• HubSpot Certification is a plus.
• Experience in HubSpot desirable.
• Strong proficiency in the Salesforce CRM platform.
• Proficiency in HubSpot CRM platforms.
• Familiarity with tools like Tableau, Google Analytics, and Excel for reporting and analysis.
• Basic knowledge of HTML/CSS and/or JavaScript for customization and integration work is a plus.
• Experience with API integrations and automation (e.g., Zapier, Workato) is a plus.

#HP