CRM & Reporting Analyst - English Speaker

ConvaTec Inc.; Lisboa; Híbrido; EUR 30 000 - 45 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid working

Resumo da oferta

Convatec in Lisbon is seeking a CRM Analyst to own Microsoft Dynamics CRM across Commercial teams. You will ensure data integrity, governance, and user support while aligning CRM functions with business processes.

The role requires strong CRM administration skills, advanced Excel, and experience with data governance. A hybrid work model is offered to balance collaboration and flexibility.

Qualificações

• Strong expertise in Microsoft Dynamics CRM administration and configuration.
• Advanced Excel with VBA; Power Automate and Power BI are advantages.
• Clear documentation, testing, and release-management discipline.

Responsabilidades

• CRM System Ownership: act as system owner and SME for Microsoft Dynamics CRM across Commercial organization.
• CRM Data Quality & Governance: own data quality standards, governance rules and validation processes.
• User Management, Training & Support: manage user provisioning, roles, and access reviews; deliver training.
• Stakeholder & Cross-Functional Collaboration: align CRM with business needs; collaborate with IT and Global CoE.
• Projects & Continuous Improvement: lead CRM transformation initiatives and automation of processes.
• Compliance & Assurance: ensure CRM usage complies with GDPR and audit requirements.

Conhecimentos

Microsoft Dynamics CRM

Advanced Excel

VBA

Power Automate

Power BI

Documentation

Testing

Release Management

Stakeholder Management

Ferramentas

Microsoft Dynamics CRM

Descrição da oferta de emprego

Responsible for performing data research and analysis to support business operations including:

• Creating data mining architectures/models/protocols, statistical reporting, and data analysis methodologies to identify trends in large data sets
• Blending historical data from available external and internal data sources
• Data processing, cleaning, analysis, modelling and visualization to identify data patterns and trends to help improve business decision making
• Analysis may be applied to various areas of the business (e.g., Market Economics, Supply Chain, Marketing/Advertising, Scientific Research, etc.)
• Researching and applying knowledge of existing and emerging data science principles, theories, and techniques to inform business decisions
• At higher career levels, may conduct scientific research projects with the goal of breaking new ground in data analytics

CRM & Reporting Analyst is responsible for the ownership, configuration, and ongoing optimization of the CRM platform supporting Commercial teams across the organization. The role ensures CRM system stability, data quality, user governance, and alignment of CRM functionality with commercial processes and operating model requirements. This position acts as the primary subject‑matter expert for CRM, supporting Commercial Excellence, Sales, IT, and Global CoE teams to ensure effective and compliant use of Microsoft Dynamics.

Key Accountabilities & Responsibilities

CRM System Ownership (Microsoft Dynamics)

Act as system owner and subject‑matter expert for Microsoft Dynamics CRM within the Commercial organization. Ensure CRM system configuration supports agreed commercial processes, user journeys, and operating models. Manage CRM data structures, business rules, workflows, and security roles in line with business and compliance requirements. Coordinate CRM releases, enhancements, testing, and deployments in collaboration with IT and Global CRM teams. Ensure system reliability, performance, and fit‑for‑purpose functionality across supported markets.

CRM Data Quality & Governance

Own CRM data quality standards, governance rules, and validation processes. Monitor and enforce data completeness, accuracy, and consistency across users and markets. Lead regular data quality reviews, audits, and remediation activities. Ensure CRM data supports downstream reporting and analytics requirements. Maintain CRM documentation, policies, and user guidance materials.

User Management, Training & Support

Own CRM user lifecycle management, including user provisioning, role assignments, and periodic access reviews. Act as escalation point for complex CRM incidents, defects, and system‑related issues. Work closely with the CRM Service Desk to triage, resolve, and track incidents and enhancement requests. Design and deliver CRM user training (onboarding and ongoing), ensuring consistent and compliant usage. Support change management and adoption initiatives related to CRM enhancements.

Stakeholder & Cross‑Functional Collaboration

Partner closely with Commercial Excellence colleagues, Sales leadership, and Global CoE to align CRM with business needs. Act as the primary interface between Commercial teams and IT for all CRM‑related topics. Support global initiatives requiring CRM standardisation, scalability, or process alignment.

Projects & Continuous Improvement

Lead or contribute to global and regional CRM transformation initiatives. Identify opportunities to simplify, standardise, and automate CRM processes and workflows. Proactively evaluate CRM capabilities and roadmap to ensure alignment with future commercial needs. Drive continuous improvement of CRM governance, usability, and system maturity.

Compliance & Assurance

Ensure CRM usage complies with internal policies, data protection (e.g. GDPR), and audit requirements. Support audit activities related to CRM access, data integrity, and user governance. Maintain clear audit trails and documentation for CRM‑related controls.

Key Stakeholders

• Commercial Excellence & SFE Teams
• Sales Representatives and Sales Managers
• Business Unit Stakeholders
• Global Sales & Marketing
• Centre of Excellence
• IT / CRM Service Desk
• Compliance and Data Privacy teams

Skills & Competencies

Technical / Functional

• Strong expertise in Microsoft Dynamics CRM administration and configuration
• Advanced Excel is a must, VBA, Power Automate and PBI as an advantage
• Solid understanding of commercial processes and CRM operating models
• Experience with CRM data governance, security roles, and system integrations
• Strong documentation, testing, and release‑management discipline

Behavioural

• Clear system ownership mindset and accountability
• Structured, proactive, and solution‑oriented approach
• Strong stakeholder management across business and IT functions
• Clear and confident communication with global teams

Languages

English spoken and written

Working conditions

Hybrid working – 1 day per week in the office, driven by business requirements, as Convatec has a flexible approach to office working. Our ambitions will bring the very best out in you. You’ll be pushed to aim higher and really own your work. You’ll be encouraged and supported to make things happen, too. It can be challenging. But, as the progress you make will help improve the lives of millions, it’ll be worth it. This is stepping up to a challenge. This is work that’ll move you.

Equal opportunities

Convatec provides equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, gender identity, military or veteran status, genetic predisposing characteristics or any other basis prohibited by law.

Notice to Agency and Search Firm Representatives

Convatec is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Convatec employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Convatec. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.

Already a Convatec employee?

If you are an active employee at Convatec, please do not apply here. Go to the Career Worklet on your Workday home page and View "Convatec Internal Career Site - Find Jobs". Thank you!

About Convatec

Convatec is a global medical products and technologies company, focused on solutions for the management of chronic conditions, with leading positions in Advanced Wound Care, Ostomy Care, Continence Care, and Infusion Care. With over 10,000 colleagues, we provide products and services in around 90 countries, united by a promise to be forever caring. Our solutions provide a range of benefits, from infection prevention, treatment for hard to heal wounds, at-risk skin and ulcerated tissue to supporting debilitating conditions, improved patient outcomes and reduced care costs. Convatec's revenues in 2025 were over $2billion. The company is a constituent of the FTSE 100 Index (LSE:CTEC). To learn more please visit: http://www.convatecgroup.com. Convatec is a global medical products and technologies company focused on solutions for the management of chronic conditions, with leading market positions in advanced wound care, ostomy care, continence & critical care, and infusion care. Our products provide a range of clinical and economic benefits including infection prevention, protection of at-risk skin, improved patient outcomes and reduced total cost of care.