CRM Data Analyst - Private Equity
CRM Data Analyst - Private Equity

CRM Data Analyst - Private Equity

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a CRM Data Analyst, working with diverse data sets and optimising processes.
  • Company: Albany Beck is a leading Private Equity firm known for its innovative technology solutions.
  • Benefits: Enjoy a high-visibility role with potential for permanent transition and professional growth.
  • Why this job: Make a significant impact on data initiatives while collaborating with cross-functional teams.
  • Qualifications: 2+ years in a data-focused role or a standout early-career professional with strong commercial acumen.
  • Other info: Work in a dynamic environment with cutting-edge tools like DealCloud, Salesforce, and Power BI.

The predicted salary is between 36000 - 60000 £ per year.

The Opportunity

Albany Beck are hiring for a CRM Data Analyst to support one of the most technologically advanced Private Equity firms in the market as a CRM Data Analyst, supporting the build-out of a cutting-edge, enterprise-wide data management platform. With a user base of 300+ across the business, this is a high-visibility role with huge impact.

What You'll Be Doing

  • Data Integration & Validation: Work with large, diverse data sets; map and validate critical CRM and business data to ensure accuracy and consistency.
  • Process Execution: Run and optimise ongoing processes for data quality, integrity, and performance.
  • CRM & Tech Implementation: Support and collaborate on third-party CRM integrations and broader enterprise data solutions.
  • Stakeholder Collaboration: Work closely with cross-functional teams and 3rd parties, understanding what data means commercially within a PE context.
  • High-Impact Projects: Drive data-related initiatives across the firm, managing user adoption, clean-up, and platform scaling.

What We’re Looking For

  • Experience: 2+ years’ experience in a data-focused role or a standout early-career professional ready to pioneer.
  • Strong commercial acumen: Ability to interpret data beyond numbers, especially within a Private Equity environment.
  • Highly detail-oriented: Independent, and eager to grow with the business.
  • Comfortable working in a dynamic, fast-paced setting: With long-term ambitions for a permanent transition.

Technical Skillset

  • CRM & Data Platforms: DealCloud, Salesforce, HubSpot or similar.
  • Data Tools & BI: Advanced Excel (inc. VBA), Power BI, Tableau, Qlik.
  • Coding/Automation: Python, Power Automate, HTML, MS Word/PowerPoint scripting.
  • Enterprise Data Experience: Familiarity with Snowflake, Databricks, AWS, Azure, or MS Fabric.
  • Marketing & CRM Automation: Knowledge of formula building, campaign data structures, and HTML-based content generation.

CRM Data Analyst - Private Equity employer: Albany Beck

Albany Beck is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets opportunity. As a CRM Data Analyst, you will be part of a forward-thinking team within one of the most technologically advanced Private Equity firms, with ample opportunities for professional growth and development. The collaborative culture fosters creativity and encourages employees to drive impactful projects, making it a rewarding place to build your career.
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Contact Detail:

Albany Beck Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Data Analyst - Private Equity

✨Tip Number 1

Familiarise yourself with the specific CRM and data platforms mentioned in the job description, such as DealCloud and Salesforce. Having hands-on experience or even completing relevant online courses can give you a significant edge during interviews.

✨Tip Number 2

Showcase your understanding of data integration and validation processes. Be prepared to discuss any past experiences where you've worked with large data sets and how you ensured their accuracy and consistency.

✨Tip Number 3

Highlight your ability to collaborate with cross-functional teams. Prepare examples of how you've successfully worked with different stakeholders in previous roles, especially in a fast-paced environment.

✨Tip Number 4

Demonstrate your commercial acumen by being ready to interpret data in a business context. Think about how you can relate your analytical skills to the private equity sector and be prepared to discuss this during your interview.

We think you need these skills to ace CRM Data Analyst - Private Equity

Data Integration
Data Validation
Process Optimisation
CRM Implementation
Stakeholder Collaboration
Commercial Acumen
Attention to Detail
Advanced Excel (including VBA)
Power BI
Tableau
Qlik
Python
Power Automate
HTML Scripting
Familiarity with Snowflake
Databricks
AWS
Azure
MS Fabric
Knowledge of Marketing Automation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in data analysis, particularly in CRM systems and private equity. Use specific examples that demonstrate your ability to work with large data sets and your understanding of commercial data interpretation.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the job requirements, especially your experience with tools like Salesforce or Power BI, and your ability to drive data-related initiatives.

Showcase Technical Skills: Clearly outline your technical skills in your application. Mention your proficiency in data tools and coding languages relevant to the role, such as Python and advanced Excel, to demonstrate your capability to handle the responsibilities of the position.

Highlight Stakeholder Collaboration: Emphasise any experience you have working with cross-functional teams or third-party integrations. This is crucial for the role, so provide examples of how you've successfully collaborated with others to achieve data-driven outcomes.

How to prepare for a job interview at Albany Beck

✨Showcase Your Data Skills

Be prepared to discuss your experience with data integration and validation. Highlight specific projects where you've worked with large datasets, ensuring accuracy and consistency, as this is crucial for the role.

✨Understand the Private Equity Context

Demonstrate your understanding of how data impacts decision-making in a Private Equity environment. Be ready to explain how you interpret data beyond just numbers and how it can drive business outcomes.

✨Familiarise Yourself with Relevant Tools

Brush up on your knowledge of CRM and data platforms like DealCloud, Salesforce, and BI tools such as Power BI or Tableau. Being able to discuss your proficiency with these tools will show that you're technically equipped for the role.

✨Prepare for Stakeholder Collaboration Questions

Expect questions about your experience working with cross-functional teams. Prepare examples that illustrate your ability to communicate effectively and collaborate with various stakeholders to achieve data-related initiatives.

CRM Data Analyst - Private Equity
Albany Beck
A
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