At a Glance
- Tasks: Join us as a CRM Analyst to optimise Salesforce and HubSpot for better customer experiences.
- Company: HomeLet is a leading brand in tenant referencing, part of the PIB Insurance Group.
- Benefits: Enjoy up to 30 days holiday, flexible benefits, and discounts on various services.
- Why this job: Make a real impact on business operations while working in a supportive and innovative environment.
- Qualifications: Ideal candidates have experience in Salesforce, data management, and a passion for customer service.
- Other info: Opportunities for professional development and community volunteering are available.
The predicted salary is between 36000 - 60000 £ per year.
CRM Analyst
We’re hiring! Join our team of innovators and game changers…..
Are you looking for a role where your skills are valued, your ideas matter and your development and growth is priority?
At HomeLet, we are on a mission….to revolutionise the tenant referencing landscape and create unforgettable customer experiences for all the right reasons. We need talented passionate people who care about customers to make that happen.
With over 30 years in the industry, HomeLet is one of the leading brands that support the UK’s vibrant private rented sector.
As part of the prestigious PIB Insurance Group, we are based in Lincoln, with more than 300 dedicated team members working hard every day to support letting agents, landlords and tenants across the whole of the UK.
As the UK’s largest tenant referencing and Insurance firm in the sector, we pride ourselves in providing fast, accurate and reliable products, to tenants, landlords and letting agents – we\’ve referenced more than a million tenants over the last three years!
Why work with us:
- Competitive salary
- Up to 30 days holiday allowance with the option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Enhanced maternity and paternity leave packages
- A flexible benefits package which allows you to add additional benefits to your overall package
- Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
- Purpose built, modern office with free parking and on-site subsidised bistro
- Job referral scheme
- We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
- If supporting the local community, engaging with charities and having the opportunity to ‘give something back’ interests you, you have the opportunity to take an extra day to support this with a Volunteering day.
- We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
- PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
Job Overview:
We are seeking a motivated and detail-oriented CRM Analyst to join our growing team. As a Salesforce/HubSpot Analyst, you will be responsible for optimizing our CRM systems, ensuring data accuracy, and leveraging advanced features to improve sales, marketing, and customer service processes. You will work closely with cross-functional teams to analyze and report on CRM performance, implement process improvements, and ensure effective use of Salesforce and HubSpot tools.
This role offers an exciting opportunity for someone with a strong technical background in CRM platforms to have a meaningful impact on business operations.
Key Responsibilities:
Salesforce & HubSpot Management:
- Configure, customize, and maintain Salesforce and HubSpot to align with business processes.
- Ensure seamless integration between Salesforce, HubSpot, and other internal tools/systems.
- Design, implement, and optimize workflows, automation, and processes within both platforms.
- Troubleshoot and resolve issues related to Salesforce and HubSpot configurations.
Data Management & Reporting:
- Monitor and maintain data quality within Salesforce and HubSpot by implementing data validation rules, cleaning up inconsistencies, and identifying data gaps.
- Develop custom reports and dashboards in both Salesforce and HubSpot to provide actionable insights for leadership and teams.
- Create and automate reports to track KPIs, lead conversion rates, sales pipeline, and marketing campaign performance.
Process Optimization & Support:
- Collaborate with sales, marketing, and customer service teams to optimize CRM workflows and processes.
- Provide training and support for internal users to ensure proper usage and maximize the value of Salesforce and HubSpot tools.
- Stay up-to-date with the latest Salesforce and HubSpot features, and propose recommendations for improving functionality and usability.
Strategic Analysis:
- Analyze CRM data to identify trends, areas for improvement, and business opportunities.
- Provide strategic recommendations to enhance customer engagement, sales performance, and marketing ROI.
- Support leadership in decision-making through data-driven insights.
Collaboration & Communication:
- Work closely with cross-functional teams, including Sales, Marketing, and Customer Support, to ensure CRM systems meet the needs of all departments.
- Serve as a liaison between business teams and technical staff for troubleshooting, system updates, and system enhancements.
Qualifications and Skills:
- Qualifications in Business Administration, Information Technology, Marketing, or related field.
- Experience in Salesforce administration.
- Salesforce Administrator Certification (ADM 201)
- Experience with data migration, integration, and CRM system customization
- Led Project through a period of technological change
- HubSpot Certification is a plus.
- Experience in HubSpot desirable.
- Strong proficiency in the Salesforce CRM platform.
- Proficiency in HubSpot CRM platforms.
- Familiarity with tools like Tableau, Google Analytics, and Excel for reporting and analysis.
- Basic knowledge of HTML/CSS and/or JavaScript for customization and integration work is a plus.
- Experience with API integrations and automation (e.g., Zapier, Workato) is a plus.
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CRM Analyst employer: hireful
Contact Detail:
hireful Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Analyst
✨Tip Number 1
Familiarise yourself with Salesforce and HubSpot features. Since the role requires optimising these platforms, having hands-on experience or knowledge of their advanced functionalities will set you apart from other candidates.
✨Tip Number 2
Network with current CRM Analysts or professionals in similar roles. Engaging with them on platforms like LinkedIn can provide insights into the day-to-day responsibilities and challenges, which can be beneficial during interviews.
✨Tip Number 3
Stay updated on the latest trends in CRM technology. Being knowledgeable about new tools and features can demonstrate your commitment to continuous learning and improvement, which is highly valued in this role.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved CRM processes in past roles. Highlighting your problem-solving skills and ability to drive results will resonate well with the hiring team.
We think you need these skills to ace CRM Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the CRM Analyst role. Focus on your proficiency in Salesforce and HubSpot, as well as any certifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for CRM systems and customer engagement. Mention specific projects or experiences where you've optimised CRM processes or improved data management.
Showcase Technical Skills: In your application, emphasise your technical background, especially in Salesforce and HubSpot. Include any experience with data analysis tools like Tableau or Google Analytics, as well as your familiarity with HTML/CSS.
Highlight Collaboration Experience: Since the role involves working closely with cross-functional teams, provide examples of how you've successfully collaborated with sales, marketing, or customer service teams in previous roles.
How to prepare for a job interview at hireful
✨Know Your CRM Tools
Make sure you have a solid understanding of Salesforce and HubSpot. Be prepared to discuss your experience with these platforms, including any specific projects you've worked on that involved customisation or integration.
✨Showcase Your Analytical Skills
As a CRM Analyst, you'll need to analyse data effectively. Bring examples of how you've used data to drive decisions in previous roles, and be ready to discuss the tools you used for reporting and analysis.
✨Demonstrate Collaboration
This role requires working closely with various teams. Prepare to share experiences where you've successfully collaborated with sales, marketing, or customer service teams to optimise processes or improve CRM usage.
✨Stay Updated on Trends
The CRM landscape is always evolving. Show your enthusiasm for continuous learning by discussing recent updates or features in Salesforce and HubSpot that excite you, and how they could benefit the company.