CRM Business Analyst

2 weeks ago


City of London, United Kingdom Morgan Spencer Full time

**CRM Business Analyst - Financial Services - 12 month FTC**
**£65,000 - £70,000**
**City - hybrid**
A fantastic opportunity for an experienced CRM Business Analyst to join an established Investment firm on a 12 month fixed term basis, with the potential to go permanent.
You will be an expert user of Salesforce with the ability to communicate confidently with senior stakeholders and Brokers.
Financial or Professional Services is essential.
**The Role**:

- Support the Head of Project Management in delivering multiple business improvement projects
- Manager user acceptance process, formulating test plans
- Deliver training on new systems, existing systems and upgrades
- Create and analyse management information using data reports generated from MS Excel and Power BI
- Provide advice to improve user engagement with tech systems
- Work with the business to analyse requirements using workshops, process mapping and prototyping
- Liaise between software vendors and the business to resolve issues and raise upgrade schedules

Essential requirements:

- Proven experience in a Business/CRM Analyst role within Financial or Professional services
- Expert user of Salesforce, Power BI and MS Excel
- Excellent communication skills - verbal and written
- Experience liaising with senior stakeholders across the business
- Strong reporting and analysis skills

Our mission: To be the leading Executive Secretarial & Support recruitment consultancy in London, for employers and jobseekers alike. To receive regular updates of our current vacancies why not set up job alerts.
Morgan Spencer Limited, registered in England & Wales No: 4254114



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