Senior Technical Business Analyst - CRM

ZipRecruiter; London; On-site; GBP 50,000 - 75,000; Full time

Job summary

Une entreprise de gestion d'actifs renomée recherche un analyste commercial expérimenté pour rejoindre son équipe technologique de vente et de service en Europe. Ce rôle est essentiel pour concevoir des solutions innovantes, collaborer de manière dynamique avec les équipes internes, et optimiser les processus en utilisant des outils comme Salesforce et BI. L'analyste fournira un soutien quotidien et analysera des données pour améliorer la qualité des données.

Qualifications

• Expérience approfondie en analyse d'affaires.
• Antécédents dans l'industrie de la gestion d'actifs, surtout en distribution et marketing.
• Compétences en structuration de requêtes SQL et compréhension des modèles RDB.

Responsibilities

• Agir en tant qu'expert en outils CRM et en rapport BI.
• Travailler avec des parties prenantes internes pour recueillir des exigences.
• Valider des solutions via UAT et préparer des tests.

Skills

Business analysis

Salesforce

SQL

Data analysis

BI tools

Team collaboration

Job description

Job Description

Our client, a leading global investment manager, are growing their European operation. As a result, they are looking for a deeply experienced, highly analytical and tech savvy business analyst to join their sales and servicing technology team.

You will be working alongside a dynamic group, who are focussed on building innovative sales and marketing tools, and will play a pivotal role in designing new solutions for business stakeholders.

To be successful in this role it is essential that you have worked in the investment management industry, particularly within sales distribution, client service and marketing. You should also have worked previously with Salesforce specifically.

Key responsibilities include:

• Acting as the SME in CRM, BI Reporting and other Sales and Marketing tools and business processes.
• Working closely with internal stakeholders to gather user requirements, and identify areas for improvement and innovation, whilst understanding the impact to current Salesforce platform.
• Validating solutions through UAT – prepare test plans, develop scripts and conduct testing.
• Supporting production issues.
• Analysing data to help identify patterns, support data quality and aid business cases.
• Driving end-to-end documentation and stakeholder alignment across delivery cycles.
• Providing day to day support to sales, marketing and client service teams in their use of internal tools and platforms.

Key requirements:

• Deep business analysis skills and experience.
• Previous experience working in the asset management industry, especially within distribution, marketing, and client service.
• Strong CRM background with specific practical experience working with Salesforce.
• Ability to structure SQL queries, understand stored procedures and an understanding of RDB models (SQL Server).
• Previous experience working with BI reporting tools such as Tableau and Power BI.
• A collaborative, team-oriented mindset with a passion for innovation and continuous learning