Salesforce Analyst

Salesforce Analyst

Lincoln Full-Time 36000 - 60000 £ / year (est.) No home office possible
A

At a Glance

  • Tasks: Join us as a Salesforce Analyst to optimise CRM systems and enhance customer experiences.
  • Company: HomeLet is a leading brand in the UK’s private rented sector, part of PIB Insurance Group.
  • Benefits: Enjoy competitive salary, 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: Qualifications in Business Administration or IT, with experience in Salesforce and data management required.
  • Other info: Opportunities for professional development, community engagement, and a modern office with great perks.

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

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
  • Discounted rates on PIB products
  • 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
  • Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity
  • PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB’s carbon footprint.

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.

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.
  • Experience with data migration, integration, and CRM system customization
  • Experience in HubSpot desirable.
  • Strong proficiency in the Salesforce CRM platform.
  • 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.

#HP

REF-222 804 #J-18808-Ljbffr

Salesforce Analyst employer: AWE

At HomeLet, we pride ourselves on being an exceptional employer, offering a vibrant work culture that values innovation and personal growth. Our Lincoln-based team enjoys competitive salaries, generous holiday allowances, and a comprehensive benefits package designed to support both professional development and personal well-being. With a commitment to community engagement and environmental responsibility, we provide our employees with unique opportunities to make a meaningful impact while enjoying a modern office environment and a strong sense of camaraderie.
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Contact Detail:

AWE Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Salesforce Analyst

✨Tip Number 1

Familiarise yourself with Salesforce and HubSpot features. Understanding the latest updates and functionalities can give you an edge during interviews, as you'll be able to discuss how you can leverage these tools to optimise processes.

✨Tip Number 2

Network with current employees or professionals in the CRM field. Engaging with them on platforms like LinkedIn can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.

✨Tip Number 3

Prepare to discuss specific examples of how you've improved CRM systems in previous roles. Highlighting your experience with data management, reporting, and process optimisation will demonstrate your capability to add value to the team.

✨Tip Number 4

Stay updated on industry trends related to CRM systems. Being knowledgeable about emerging technologies and best practices can help you stand out as a candidate who is proactive and forward-thinking.

We think you need these skills to ace Salesforce Analyst

Salesforce Administration
HubSpot Management
Data Management
CRM Customization
Workflow Automation
Data Analysis
Reporting and Dashboard Creation
Cross-Functional Collaboration
Technical Troubleshooting
API Integrations
HTML/CSS Knowledge
JavaScript Basics
Attention to Detail
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in Salesforce and HubSpot. Use specific examples of how you've optimised CRM systems or improved data management in previous roles.

Craft a Compelling Cover Letter: In your cover letter, express your passion for CRM systems and customer service. Mention how your skills align with HomeLet's mission to revolutionise tenant referencing and enhance customer experiences.

Showcase Technical Skills: Clearly outline your technical skills related to Salesforce and HubSpot in your application. Include any experience with data migration, API integrations, and reporting tools like Tableau or Google Analytics.

Highlight Collaboration Experience: Emphasise your ability to work with cross-functional teams. Provide examples of how you've collaborated with sales, marketing, or customer support to optimise CRM workflows and processes.

How to prepare for a job interview at AWE

✨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 configurations or customisations you've implemented in the past.

✨Showcase Your Analytical Skills

As a Salesforce Analyst, you'll need to demonstrate your ability to analyse data effectively. Bring examples of reports or dashboards you've created and be ready to explain how they impacted decision-making in previous roles.

✨Prepare for Technical Questions

Expect technical questions related to CRM management, data validation, and process optimisation. Brush up on your knowledge of API integrations and automation tools, as these are likely to come up during the interview.

✨Emphasise Collaboration Experience

Highlight your experience working with cross-functional teams. Be ready to share examples of how you've collaborated with sales, marketing, and customer support to optimise CRM workflows and improve overall efficiency.

Salesforce Analyst
AWE
A
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