CRM Data Analyst

Lloyds Banking Group; City of Edinburgh; Hybrid; GBP 47,000 - 54,000; Full time

Job summary

Join a vibrant team at a leading banking group as a CRM Data Analyst in Edinburgh. You’ll ensure accurate data management processes and contribute to strategic insights driving customer success in a hybrid work environment. The role values collaboration and offers significant professional growth opportunities.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Flexible benefits for lifestyle adaptation

28 days’ holiday plus bank holidays

Wellbeing initiatives and generous parental leave

Qualifications

• Strong capability in Microsoft Dynamics and Power BI.
• Ability to manage and interpret complex datasets.
• Excellent communication skills for non-technical audiences.

Responsibilities

• Ensure data accuracy in Microsoft Dynamics.
• Enrich datasets with third-party sources.
• Align dashboards with Power BI reports.

Skills

Microsoft Dynamics

Power BI

Excel

SQL

Python

VBA

Tools

Power Platform

Google Cloud Platform

Job description

End Date

Tuesday 01 July 2025

Salary Range

£47,790 - £53,100

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Flexibility in when hours are worked, Hybrid Working, Job Share, Reduced Hours

Job Description Summary

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Job Description

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.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.