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For Companies At a Glance
- Tasks: Join us as a CRM Project Data Analyst, optimising our global CRM system and ensuring data quality.
- Company: TC Group is a forward-thinking firm leveraging technology to enhance client relationships.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a dynamic team, making a real impact on project success and client satisfaction.
- Qualifications: Experience with CRM systems like Salesforce, strong analytical skills, and basic SQL knowledge required.
- Other info: Potential for contract extension into 2026; ideal for tech-savvy problem solvers.
The predicted salary is between 34000 - 46000 £ per year.
Job Description
Position: CRM Project Data AnalystReports To: CRM Project Lead
Works Closely With: Tech Team, Partner firm contacts, Functional LeadsLocation: 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.
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.
CRM Project Data Analyst employer: TC Group
Contact Detail:
TC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Project Data Analyst
✨Tip Number 1
Familiarise yourself with the specific CRM systems mentioned in the job description, such as Salesforce, Sugar, and Microsoft Dynamics. Having hands-on experience or even completing online courses related to these platforms can give you a significant edge.
✨Tip Number 2
Brush up on your SQL skills, especially focusing on data extraction and script rewriting. Being able to demonstrate your ability to manipulate and analyse data effectively will be crucial during any discussions with our team.
✨Tip Number 3
Prepare to discuss your experience with data management and ETL processes. Be ready to share specific examples of how you've transformed datasets in previous roles, as this will showcase your analytical skills and attention to detail.
✨Tip Number 4
Highlight your communication skills by preparing to explain complex technical concepts in simple terms. This is particularly important for collaborating with non-technical stakeholders, so think of examples where you've successfully done this in the past.
We think you need these skills to ace CRM Project Data Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in CRM management and data analysis. Emphasise your familiarity with Salesforce, Sugar, and Microsoft Dynamics, as well as your skills in SQL and data transformation.
Craft a Strong Cover Letter: In your cover letter, explain why you're passionate about the role of CRM Project Data Analyst. Mention specific projects or experiences that demonstrate your analytical skills and attention to detail, and how they align with the company's goals.
Showcase Technical Skills: Clearly outline your technical skills related to data tools and programming in your application. Provide examples of how you've used these skills in past roles, particularly in relation to data integration and testing.
Highlight Communication Abilities: Since the role requires strong communication skills, include examples of how you've effectively communicated complex ideas to non-technical stakeholders. This will show your ability to work collaboratively across teams.
How to prepare for a job interview at TC Group
✨Showcase Your CRM Knowledge
Make sure to highlight your experience with CRM systems, especially Salesforce, Sugar, and Microsoft Dynamics. Be prepared to discuss specific projects where you optimised CRM functionalities and how that contributed to the overall strategy.
✨Demonstrate Data Handling Skills
Since the role involves working with multiple datasets, be ready to explain your experience with data transformation and ETL processes. Share examples of how you've used SQL to extract and manipulate data effectively.
✨Communicate Clearly
Strong communication skills are essential for this position. Practice explaining complex technical concepts in simple terms, as you'll need to interact with non-technical stakeholders. Use examples from past experiences to illustrate your points.
✨Emphasise Attention to Detail
Given the importance of data quality in this role, be prepared to discuss how you ensure accuracy in your work. Share specific instances where your attention to detail made a significant impact on project outcomes.
