At a Glance
- Tasks: Own and optimise CRM-adjacent sales tools like Lusha and Sales Navigator.
- Company: Join Defaqto, a trusted leader in financial product intelligence.
- Benefits: Enjoy a hybrid work model, wellbeing initiatives, and social events.
- Why this job: Make a real impact by enhancing sales tools and driving efficiency.
- Qualifications: Experience with CRM systems and sales enablement tools required.
- Other info: Collaborative culture focused on diversity and continuous improvement.
The predicted salary is between 36000 - 60000 ÂŁ per year.
We are looking for a talented commercial systems analyst to own the CRM-adjacent commercial sales tools such as Lusha, Sales Navigator and Outreach, and their integration with the CRM, ensuring they are configured, maintained, and embedded into GTM workflows.
Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology, and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice, and help the industry meet evolving customer needs.
What’s the purpose of your role?
By owning the adjacent sales enablement tools, your role combines strategic input with hands‑on execution, driving adoption, data integrity, and operational efficiency.
What you’ll do
- Tool Ownership
- Act as the primary owner for Lusha, Sales Navigator, Outreach, and related integrations.
- Contribute to roadmap planning for commercial tools and provide insights on enhancements.
- Ensure seamless integration with CRM and other systems.
- Operational responsibilities
- Perform first-line configuration and troubleshooting for all tools.
- Maintain data hygiene across integrated systems.
- Manage user provisioning and permissions for tools.
- Vendor Management
- Own relationships with tool vendors, managing SLAs and renewals.
- Coordinate with vendors for troubleshooting and upgrades.
- Adoption & Enablement
- Deliver user training and onboarding for tools.
- Monitor usage and adoption, implementing corrective actions.
- Cross‑Functional Collaboration
- Work with Sales, Marketing, and Customer Success to embed tools into workflows.
- Support accurate reporting and dashboards leveraging these tools.
What you’ll need to succeed
- Qualifications / Training
- CRM administration (Dynamics 365 required) or similar systems.
- GTM productivity Sales enablement tools including Lusha, Sales Navigator, Outreach and related integrations.
- Familiarity with automation tools (e.g., Power Automate) and data management principles.
- Previous experience in a systems analyst or CRM administrator role. Exposure to commercial operations or revenue operations environments is advantageous.
- Knowledge
- Understanding of CRM architecture, workflows, and data governance basics.
- Awareness of integration concepts and API‑driven processes.
- Skills
- Strong problem‑solving and troubleshooting ability.
- Attention to detail and commitment to data integrity.
- Approach to Work
- Proactive and structured, with a focus on reliability and continuous improvement.
- Collaborative and service‑oriented, with a strong sense of accountability.
What success looks like
- Tools are reliable, integrated, and widely adopted.
- Data integrity and reporting accuracy are consistently high.
- Issues are resolved quickly, and users feel supported.
Location
This is a hybrid role - your office base is Haddenham.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers. Think Big | Be Bold | Own it | Team up | Be a Star
We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team‑building events and free fresh fruit delivered to the office.
Fintel plc and all the businesses within it adopt a zero‑tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
Senior Commercial Systems Analyst - Tools & Enablement in Aylesbury employer: Defaqto Limited
Contact Detail:
Defaqto Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Commercial Systems Analyst - Tools & Enablement in Aylesbury
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its tools, especially CRM systems like Dynamics 365. Show us you know your stuff and how you can make an impact.
✨Tip Number 3
Practice your problem-solving skills. We love candidates who can think on their feet. Try mock interviews or case studies related to sales enablement tools to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Senior Commercial Systems Analyst - Tools & Enablement in Aylesbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Commercial Systems Analyst. Highlight your experience with CRM systems, especially Dynamics 365, and any sales enablement tools like Lusha or Sales Navigator. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your previous experiences have prepared you for it. Don’t forget to mention your problem-solving skills and your proactive approach – we love that!
Showcase Your Collaboration Skills: Since this role involves working closely with Sales, Marketing, and Customer Success teams, make sure to highlight any past experiences where you've successfully collaborated across departments. We value teamwork and want to see how you can contribute to our culture.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Defaqto Limited
✨Know Your Tools Inside Out
Make sure you’re well-versed in the CRM-adjacent tools like Lusha, Sales Navigator, and Outreach. Familiarise yourself with their features, benefits, and how they integrate with CRM systems. This knowledge will help you demonstrate your expertise and show that you can hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare to discuss specific examples where you've tackled challenges related to tool configuration or data integrity. Highlight your troubleshooting abilities and how you’ve ensured operational efficiency in previous roles. This will resonate well with the interviewers looking for a proactive and structured approach.
✨Emphasise Collaboration
Since this role involves working closely with Sales, Marketing, and Customer Success teams, be ready to share experiences where you’ve successfully collaborated across departments. Discuss how you’ve embedded tools into workflows and supported user training, as this shows you understand the importance of teamwork.
✨Align with Company Values
Familiarise yourself with Defaqto’s values: Think Big, Be Bold, Own it, Team up, and Be a Star. Prepare to explain how your work ethic and past experiences align with these values. This will demonstrate that you’re not just a fit for the role, but also for the company culture.