Join to apply for the CRM Project Data Analyst role at TC Professional Services
13 hours ago Be among the first 25 applicants
Join to apply for the CRM Project Data Analyst role at TC Professional Services
Reports To: CRM Project Lead
Works Closely With: Tech Team, Partner firm contacts, Functional Leads
Location: Technology Function, Central Services Team
Hybrid, Greater London Area South / Home Counties
£40,000 - £50,000 per annum (pro rata for contract)
Contract
TC Group uses FibreCRM which is being rolled out globally. This role is
to support the firm’s strategy
The CRM Project Data Analyst experienced in tech projects is able to understand the goal of the project to coordinate and guide the stakeholders to implement fully operational project to end of 2025. There is a possibility of extension into 2026.
Milton Keynes
IT
Full time
Fixed Term Contract
Position: CRM Project Data Analyst
Reports To: CRM Project Lead
Works Closely With: Tech Team, Partner firm contacts, Functional Leads
Location: Technology Function, Central Services Team
Hybrid, Greater London Area South / Home Counties
Salary £40,000 - £50,000 per annum (pro rata for contract)
Type Contract
TC Group uses FibreCRM which is being rolled out globally. This role is to ensure the CRM is fully optimised to support the firm’s strategy
The CRM Project Data Analyst experienced in tech projects is able to understand the goal of the project to coordinate and guide the stakeholders to implement fully operational project to end of 2025. There is a possibility of extension into 2026.
Role
This role will be accountable to the CRM Project Lead for a range of data, integration, and testing associated tasks and activities to assure the reliable delivery of the project, including:
* Creating mapping documents
* Fuzzy matching on company name
* Importing data to new systems
* Exporting data
* Checking and identifying issues
* Testing integrations via front end and database access
* Migration of data between CRMs
* Extracting data using basic SQL knowledge (i.e. rewritten scripts)
We are looking for candidates with the following skills and experience:
* experience with CRM management / administration specifically, Salesforce, Sugar and Microsoft Dynamics
* experience of working with multiple datasets, transforming and using data – knowledge of ETL
* working with Citrix Virtual Desktops and Microsoft Applications, you will know how to troubleshoot issues and be able to speak to internal customers in a non-technical way
* excellent attention to detail, strong analytical skills along with problem-solving and logical thinking skills
* Knowledge of SQL Management Studio and a high level of confidence in using SQL scripts
* strong communication skills, both written and verbal
* self-motivated team player, organise own workload with minimal supervision, delivering to agreed schedules and reporting progress
* ability to explain complex ideas to those with limited IT and systems knowledge
* Experience with accountancy applications, including CCH or IRIS, is an advantage
The role will be key to ensuring integrations are suitably tested, with data of suitable quality and that they perform well based on agreed specifications.
It would be helpful to have knowledge of CRM systems, although direct CRM implementation is not a core requirement. A detail oriented and focused approach to tracking these items is key.
What are the measures of success for this role ?
* Effective implementation of CRM based on proven and well tested, configured and integrated data sets that fit needs of the project.
* High quality data, clear consistent processes and high levels of adoption including data quality.
* Partner satisfaction scores and feedback.
* Successful completion of CRM initiatives with scope, timeline, and budget.
* Quality and accuracy of CRM reporting and insights deliverables.
* Improvements and highly positive impact across the areas of working
The successful candidate will likely have many of the following Core Competencies and Skills.
Technical
* Proficient using data tools, scripts and programming
* Strong understanding of best practices for data consistency and governance
* Awareness of relevant approaches for data management.
Interpersonal
* Exceptional communication and relationship-building skills.
* Strong problem-solving and conflict resolution abilities.
* Ability to work collaboratively with diverse teams across the organisation.
Organisational
* High level of attention to detail and accuracy.
* Effective time management and ability to prioritise tasks in a fast-paced environment.
* Capable of managing multiple projects simultaneously.
‘An Eye’ for Continuous Improvement
* Proactive in identifying opportunities for improvement and efficiency.
* Analytical mindset with the ability to interpret data and provide actionable insights.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Business Development and Sales
* Industries
Accounting
Referrals increase your chances of interviewing at TC Professional Services by 2x
Sign in to set job alerts for “Customer Relationship Management Analyst” roles.
Milton Keynes, England, United Kingdom 20 hours ago
Milton Keynes, England, United Kingdom 13 hours ago
Northampton, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 1 week ago
Luton, England, United Kingdom 2 weeks ago
Towcester, England, United Kingdom 4 weeks ago
Tring, England, United Kingdom 2 weeks ago
Wellingborough, England, United Kingdom 2 days ago
Luton, England, United Kingdom 1 hour ago
Milton Keynes, England, United Kingdom 2 weeks ago
Milton Keynes, England, United Kingdom 3 weeks ago
Milton Keynes, England, United Kingdom 2 weeks ago
Luton, England, United Kingdom 2 weeks ago
Milton Keynes, England, United Kingdom 2 weeks ago
Northampton, England, United Kingdom 2 weeks ago
Northampton, England, United Kingdom 1 day ago
Hemel Hempstead, England, United Kingdom 1 day ago
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 19 hours ago
Milton Keynes, England, United Kingdom 2 weeks ago
Milton Keynes, England, United Kingdom 20 hours ago
Luton, England, United Kingdom 3 hours ago
Milton Keynes, England, United Kingdom 1 day ago
Northampton, England, United Kingdom 1 week ago
Merton, England, United Kingdom 2 weeks ago
Towcester, England, United Kingdom 2 months ago
Milton Keynes, England, United Kingdom 1 week ago
Milton Keynes, England, United Kingdom 2 weeks ago
Data analyst (Performance Manager) - SCM
Northamptonshire, England, United Kingdom 1 day ago
Hemel Hempstead, England, United Kingdom 3 days ago
Northampton, England, United Kingdom 2 hours ago
Northampton, England, United Kingdom 2 weeks ago
Evidence Advisor, Data Analysis and Statistics (Fixed Term) - 31375
Bedford, England, United Kingdom 2 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr