Operational Analyst: CRM & Process Improvement (Hybrid)

Pearson Carter Limited; United Kingdom; Híbrido; GBP 40.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working

25 days' annual leave

Company pension

Life assurance

Healthcare cash plan

Professional development opportunities

Descripción de la vacante

Pearson Carter Limited invites applications for an Operational Analyst in the Financial Services sector. The role focuses on improving efficiency via technology, CRM optimization, and process enhancements.

You will support core business applications, train users, and develop workflows, with emphasis on CURO/Intelligent Office, Dynamics CRM, and data quality. Hybrid work and a comprehensive benefits package are offered.

Formación

• Experience within financial services or professional services, with focus on process improvement and user training.
• Hands-on experience with adviser software such as CURO or Intelligent Office.
• Experience with Microsoft Dynamics CRM and investment platforms/financial advice tech.
• Strong Office skills, especially Excel and PowerPoint.
• Excellent communication and stakeholder management abilities.
• Experience creating automated client output templates and MI reports.

Responsabilidades

• Act as the technical expert for core business applications and adviser technology.
• Deliver user training covering end-to-end business processes and system functionality.
• Identify opportunities to improve operational efficiency through technology and process changes.
• Support data quality issues and develop data cleansing solutions.
• Analyze data and produce MI reports to support decisions.
• Configure and maintain CRM systems and adviser workflows in Dynamics CRM.
• Develop and optimise workflows using Microsoft Dynamics CRM.
• Create automated client outputs using Smartflows/Xperido.
• Provide first-line IT support for queries and issues.
• Develop and execute testing plans for system changes.
• Lead small-scale improvement projects from analysis to implementation.
• Build relationships with colleagues and provide proactive technical support.

Conocimientos

Excel

PowerPoint

CRM systems

Data analysis

Stakeholder communication

Herramientas

CURO

Intelligent Office

Microsoft Dynamics CRM

Power BI

Descripción del empleo

Pearson Carter Limited invites applications for an Operational Analyst in the Financial Services sector. The role focuses on improving efficiency via technology, CRM optimization, and process enhancements.

You will support core business applications, train users, and develop workflows, with emphasis on CURO/Intelligent Office, Dynamics CRM, and data quality. Hybrid work and a comprehensive benefits package are offered.