CRM Data & Insights Analyst

RBS Insurance Brokers; Cape Town; On-site; ZAR 335,000 - 603,000; Full time

Job summary

RBS Insurance Brokers in Cape Town seeks a data operations specialist to build and maintain the market-intelligence database in Zoho CRM and Campaigns, ensuring accurate, deduplicated records and compliant data handling.

You will source, verify and enrich firmographic and contact data across South Africa, create dashboards for sales and compliance, and collaborate with the Information Officer to uphold POPIA requirements.

Qualifications

• Experience in CRM data management and market research.
• Strong data verification and enrichment skills.
• Knowledge of POPIA and consent-based data handling.
• Ability to manage large datasets independently.
• Excellent stakeholder communication.

Responsibilities

• Build and maintain company and contact records in Zoho CRM and Campaigns with deduplication and enrichment.
• Develop the firmographic database (industry, region, company size) for business development.
• Acquire data through lawful consent-based channels and reputable providers.
• Maintain data hygiene and verification routines to prevent decay.
• Prepare dashboards and reports for sales, compliance and executives.
• Ensure POPIA compliance including consent capture and opt-out records.

Skills

CRM data management

Market research

Data operations

Zoho CRM

Data verification

Data enrichment

POPIA compliance

Stakeholder communication

Analytical thinking

Team collaboration

Tools

Zoho CRM

Zoho Campaigns

Job description

Job Description

This role is to build and continuously maintain RBS's market-intelligence database in Zoho CRM, companies across South Africa categorised by industry, region and size, and to source and manage verified, consent-compliant business and client contact data that supports business development, all within POPIA and FSCA requirements.

This role is to build and continuously maintain RBS's market-intelligence database in Zoho CRM, companies across South Africa categorised by industry, region and size, and to source and manage verified, consent-compliant business and client contact data that supports business development, all within POPIA and FSCA requirements.

Key Responsibilities

• To build, structure and continuously maintain company and contact records in Zoho CRM and Campaigns, ensuring accuracy, deduplication and enrichment.
• Develop the firmographic database (industry, region, company size) as an actionable business-development resource, kept current through regular update cycles.
• Acquire business and prospect contact data through lawful, consent-warranted channels and reputable providers.
• Maintain verification, hygiene and update routines so the database stays accurate over time rather than decaying after the initial build.
• Maintain consent capture and opt-out records, working with the Information Officer to keep processing POPIA-compliant.
• Prepare dashboards and reports on the data for sales, compliance and executive teams.
• Prepare data and insights that align with sales, compliance and strategic goals across the group.

Job Requirements

The ideal candidate

• Has experience in CRM data management, market research or data operations.
• Hands-on with CRM platforms (Zoho ideal); strong data verification, enrichment and hygiene skills.
• Working knowledge of POPIA and consent-based direct marketing.
• Analytical, detail-oriented, and comfortable managing large datasets independently.
• Strong stakeholder communication, able to work between sales, compliance and leadership.