This isn’t a back-office data role.
You’re not buried in IT, and you’re not just building dashboards for someone else to interpret.
You’re the data expert who sits alongside the sales team, fixes the spreadsheets everyone else avoids, turns messy data into insight, and helps customers get live and confident with the platform. Half your day is deep in numbers and automation. The other half is working directly with people - onboarding, training, and enabling real-world outcomes.
If you’re a hands-on Data Analyst who enjoys ownership, visibility, and influence - and you want your work to directly impact growth - this role is built for you.
The Role at a Glance:
Data Analyst
Epsom, Surrey HQ Based 3 days / 2 days per week working from home
£30,000 - £40,000 DOE
Plus Benefits and potential progression to Head of Customer Success
Full time, Permanent - Monday - Friday - 8:30am - 5:30pm
Awards: British Credit Awards 2025 Finalist for Innovation in Credit. Fintech Winners at the CICM British Credit Awards 2023, Credit & Collections FinTech Supplier Award 2023
Clients: Verizon, Informa plc, Zoopla, Rentokil, Haymarket, SSE, Zendesk, Johnson Controls, ADT and More…
Culture: Informality and Flexibility, Work-Life Balance, Wellbeing, Personal Growth and Trust
Your Skills: Data Analyst. Python. SQL. An expert with Excel. Customer Service.
Who we are:
We power a financial tool that solves a problem for the majority of B2B Global companies irrespective of size, with a working monetisable model and a path to Global scale.
Having recently launched our MVP, we are currently working with new clients to elicit feedback and improve the usability to support scalable growth.
Feedback from industry professionals has been extremely positive. Our product offering is enhanced further by the current economic landscape.
The Data Analyst Role:
We’re looking for a hands-on data pro who’s far more than a number cruncher. This is an Operational All-Rounder role for someone with the analytical rigor of a Data Analyst and the drive to work at the sharp end of the business - supporting sales, enabling customers, and getting things live.
You’ll sit at the crossroads of Operations, Sales Support, and Data. Beyond building reports, you’ll be client-facing (supporting trials and onboarding), owning operational execution, and acting as the analytical engine behind our sales team.
What You’ll Own:
Your role will be split roughly 50/50 between Sales & Marketing support and Operations & Data.
Data, Insights & Sales Enablement:
• Own the Data Function: Build sharp, decision-ready reports on business performance and customer activity.
• Power the Sales Team: Be the analytical engine behind sales - prepping data, cleaning lead lists, and turning prospect data into clear, actionable insights (no meeting ownership required).
• Commission & Billing Accuracy: Use transaction data to produce precise, reliable commission and billing reports.
• Smarter Processes: Automate manual reporting and clean messy data to make everything faster, cleaner, and more scalable.
Operations & Customer Success:
• Get Customers Live: Roll up your sleeves to onboard new customers and ensure everything is set up correctly from day one.
• Run Trials & Training: Lead product trials and client training, confidently guiding customers through their own data.
• Improve Customer Data: Identify and fix poor-quality data that’s holding customers back.
• Spot Risk & Opportunity Early: Monitor usage data to identify thriving customers and those needing support, proactively flagging insights to account teams.
What You Bring:
This role demands serious technical horsepower. You must think in data logic, automation, and structure - not just reports.
Must-Have Technical Skills:
• Advanced Excel Power User. You go far beyond Index/Match and Pivot Tables. Macros/VBA are required.
• Data Cleaning & Structuring
What Makes You Stand Out:
• BI & Dashboards - Experience building dashboards in Tableau, Looker, or similar tools.
• Python for Data - Ability to analyse data using Python puts you firmly in top-tier territory.
The Right Profile:
• Mid-to-Senior Operator
• Client-Facing Confidence
• Execution-Driven
This is a rare opportunity to join a fast-growing, award-winning FinTech at a pivotal stage - post-MVP, scaling with enterprise clients, and building the foundations for global growth.
If you’re execution-driven, technically sharp, confident with customers, and excited by a role that blends data, operations, and commercial impact, we’d love to hear from you.
Your next move could take you from Data Analyst to Head of Customer Success in a business that genuinely values trust, flexibility, and personal growth.
Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.
If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR