Overview
Join to apply for the CRM Project Data Analyst role at TC Professional Services.
Location: Hybrid, Greater London Area South / Home Counties
Salary: £40,000 - £50,000 per annum (pro rata for contract)
Contract: Fixed Term Contract
Reports To: CRM Project Lead
Works Closely With: Tech Team, Partner firm contacts, Functional Leads
Role and Responsibilities
This role will be accountable to the CRM Project Lead for a range of data, integration, and testing tasks 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)
Qualifications and Experience
* Experience with CRM management / administration (Salesforce, Sugar, Microsoft Dynamics)
* Experience of working with multiple datasets, transforming and using data – knowledge of ETL
* Working with Citrix Virtual Desktops and Microsoft Applications; able to troubleshoot issues and communicate with internal customers in a non-technical way
* Excellent attention to detail, strong analytical, problem-solving and logical thinking skills
* Knowledge of SQL Management Studio and confidence in using SQL scripts
* Strong communication skills, both written and verbal
* Self-motivated team player with the ability to organise own workload and deliver to schedules
* Ability to explain complex ideas to those with limited IT knowledge
* Experience with accountancy applications (CCH or IRIS) is an advantage
Measures of Success
* Effective implementation of CRM with well-tested, configured and integrated data sets that fit project needs
* High-quality data, clear processes, and strong data adoption
* Partner satisfaction scores and feedback
* Successful completion of CRM initiatives within scope, timeline, and budget
* Quality and accuracy of CRM reporting and insights
Core Competencies and Skills
Technical
* Proficient with data tools, scripts and programming
* Strong understanding of data governance and consistency
* Awareness of data management approaches
Interpersonal
* Exceptional communication and relationship-building
* Strong problem-solving and conflict resolution
* Ability to work with diverse teams
Organisational
* Attention to detail and accuracy
* Effective time management and prioritisation in a fast-paced environment
* Ability to manage multiple projects simultaneously
Continuous Improvement
* Proactive in identifying opportunities for improvement and efficiency
* Analytical mindset with the ability to interpret data and provide actionable insights
Seniority level
* Entry level
Employment type
* Contract
Job function
* Business Development and Sales
Industries
* Accounting
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