At a Glance
- Tasks: Support data-driven sales execution and marketing campaigns in a dynamic FinTech environment.
- Company: Join Point Nine, a leading RegTech firm with a focus on innovation.
- Benefits: Competitive salary, growth opportunities, and exposure to global financial markets.
- Why this job: Make an impact by shaping data-driven strategies in a high-growth company.
- Qualifications: 2-5 years in Sales Operations or CRM roles, strong analytical skills required.
- Other info: Collaborative culture with clear pathways for professional development.
The predicted salary is between 36000 - 60000 £ per year.
Point Nine Data Trust Limited ("Point Nine") is a specialist FinTech and RegTech firm providing global trade and transaction reporting solutions through a proprietary SaaS platform and a fully integrated Managed Services / RegOps offering. Point Nine supports financial and investment institutions with accurate, lifecycle-complete and audit-ready reporting under major regulatory regimes including EMIR, MiFID, MiFIR and SFTR, across multiple jurisdictions. The firm combines regulatory expertise, automation and structured operational delivery to help clients reduce risk, improve data quality and meet regulatory expectations. As part of its 2026–2029 growth strategy, Point Nine is strengthening its commercial execution, pipeline governance and data-driven decision-making, supported by a clear Target Operating Model and disciplined hiring plan.
Point Nine is seeking a Sales & CRM Analyst to support its growing marketing, media and commercial function. This role sits at the intersection of Sales, Data, Technology and Operations, providing analytical, reporting and operational support to senior commercial stakeholders. It is well suited to a mid-level or ambitious junior professional with experience in CRM systems, data analysis, marketing and media campaigns and commercial reporting within a financial services, fintech or RegTech environment. It is not a quota-carrying sales role, but a critical enablement position that ensures sales execution is data-driven, well governed and scalable. In addition, the role will support data-driven marketing and media campaigns, working closely with Sales to track campaign performance, analyse lead sources, and optimise conversion from marketing activity into qualified pipeline.
Key Responsibilities
- Maintain and administer the firm’s CRM system, ensuring data accuracy, completeness and consistency.
- Produce pipeline, conversion and forecast reporting to support senior sales leadership.
- Lead the execution and tracking of marketing and media campaigns (e.g. LinkedIn, website, webinars, email outreach), ensuring accurate capture of leads within the CRM.
- Analyse campaign performance metrics including lead source, conversion rates, cost per lead and pipeline contribution.
- Partner with Sales to optimise campaign targeting, messaging and timing based on data insights.
- Maintain CRM discipline around lead attribution, campaign tagging and lifecycle progression from marketing-qualified lead (MQL) to sales-qualified opportunity (SQL).
- Track sales performance against agreed KPIs, targets and milestones.
- Support ARR modelling, renewal tracking and commercial MI reporting.
- Analyse client, prospect and market data to identify trends and new business opportunities.
- Support segmentation analysis across institutions, asset classes and regulatory regimes.
- Assist with preparation of dashboards and management reporting (e.g. Power BI).
- Support sales governance processes including pipeline reviews and qualification discipline.
- Coordinate with Sales, Onboarding, RegOps/MS and Product teams to ensure accurate handover of information.
- Support CRM enhancements, reporting automation and adoption of AI-enabled insights.
Skills & Experience
Required:
- 2–5 years’ experience in a Sales Operations, CRM Analyst, Commercial Analyst or Business Analyst role.
- Strong experience working with CRM platforms (e.g. Salesforce, HubSpot or equivalent).
- Proven ability to analyse commercial data and produce actionable reporting.
- Strong Excel capability and experience with reporting tools; Power BI experience highly desirable.
- Excellent attention to detail and structured approach to data management.
- Ability to work cross-functionally with Sales, Operations and Technology teams.
Desirable:
- Experience supporting digital marketing or media campaigns within a B2B financial services, fintech or RegTech environment, with a strong focus on performance measurement and ROI.
- Exposure to regulatory reporting, post-trade processes or RegTech environments.
- Understanding of financial products, including derivatives and FX instruments.
- Experience supporting ARR forecasting, pipeline modelling or renewal analysis.
- Familiarity with automation, AI-enabled analytics or workflow optimisation.
Education & Background
- University degree (or equivalent) in Business, Finance, Economics, Data Analytics, Information Systems or a related discipline.
- Professional training or certification in CRM platforms or data analytics is an advantage.
- Strong interest in financial markets, regulatory technology and data-driven commercial execution.
Benefits
- Join a high-growth RegTech firm with a clear strategic roadmap.
- Gain exposure to global financial institutions and complex regulatory environments.
- Play a meaningful role in shaping data-driven sales execution.
- Collaborative, technology-led environment with clear development pathways.
- Competitive compensation aligned with experience and location.
How to Apply
Please submit your CV and a short cover note outlining your relevant experience to careers@p9dt.com, or apply via the Careers section of the Point Nine Data Trust Limited website or our LinkedIn job posting. Please reference Sales & CRM Analyst in your application.
Sales & CRM Analyst (Commercial Operations) in City of London employer: Point Nine
Contact Detail:
Point Nine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales & CRM Analyst (Commercial Operations) in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand their CRM systems and how they operate within the fintech space. This will show you're genuinely interested and ready to contribute from day one.
✨Tip Number 3
Practice your data analysis skills! Be ready to discuss how you've used data to drive decisions in past roles. Highlight any experience with CRM platforms and reporting tools, as these are key for the Sales & CRM Analyst role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining Point Nine and contributing to our growth strategy.
We think you need these skills to ace Sales & CRM Analyst (Commercial Operations) in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales & CRM Analyst role. Highlight your experience with CRM systems, data analysis, and any relevant marketing campaigns you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Note: Your cover note is your chance to shine! Keep it short but impactful. Share specific examples of your achievements in sales operations or data analysis that relate to our needs. We love seeing enthusiasm and a clear connection to the role.
Showcase Your Data Skills: Since this role is all about data-driven decision-making, make sure to showcase your analytical skills. Mention any tools you’ve used, like Excel or Power BI, and how you've applied them to improve processes or reporting in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Point Nine
✨Know Your CRM Systems
Make sure you brush up on your knowledge of CRM platforms like Salesforce or HubSpot. Be ready to discuss how you've used these tools in the past, focusing on data accuracy and reporting. This will show that you understand the core responsibilities of the role.
✨Showcase Your Analytical Skills
Prepare to talk about specific examples where you've analysed commercial data and produced actionable insights. Use metrics and results to back up your claims, as this will demonstrate your ability to contribute to data-driven decision-making.
✨Understand the Financial Landscape
Familiarise yourself with the financial products relevant to the role, such as derivatives and FX instruments. Being able to speak knowledgeably about these topics will impress the interviewers and show your genuine interest in the industry.
✨Prepare for Cross-Functional Collaboration
Think of examples where you've worked with different teams, like Sales or Operations. Highlight your ability to communicate effectively across functions, as this is crucial for the Sales & CRM Analyst position. It shows you're a team player who can help optimise campaign performance.
