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For Companies At a Glance
- Tasks: Support marketing and sales with data analysis and CRM management.
- Company: Dynamic fintech company in London with a focus on innovation.
- Benefits: Competitive salary, professional development, and flexible working arrangements.
- Why this job: Join a pivotal role that drives data-driven decisions and optimises marketing campaigns.
- Qualifications: 2-5 years in sales operations or CRM analysis; strong data skills required.
- Other info: Exciting opportunities for growth in a fast-paced environment.
The predicted salary is between 34000 - 51000 £ per year.
Location: London - 2 days on site
Salary/Rate: £40,000 - 60,000 a year
The Role
My client 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. The role 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 life cycle 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.
Requirements
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.
Sales & CRM Analyst in London employer: Square One Resources
Contact Detail:
Square One Resources Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales & CRM Analyst in London
✨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 interviews by researching the company and its culture. Tailor your answers to show how your skills in CRM and data analysis can directly benefit their sales and marketing efforts.
✨Tip Number 3
Show off your analytical skills! Bring examples of how you've used data to drive decisions in past roles. This will demonstrate your value as a Sales & CRM Analyst.
✨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 are proactive!
We think you need these skills to ace Sales & CRM Analyst in 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 and data analysis, and don’t forget to mention any relevant marketing campaigns you've worked on. We want to see how your skills match what we're looking for!
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 background in financial services or fintech makes you a great fit. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to showcase your analytical skills in your application. Mention specific tools you've used, like Excel or Power BI, and any projects where you’ve turned data into actionable insights. We’re all about data-driven decisions here at StudySmarter!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Square One Resources
✨Know Your CRM Inside Out
Make sure you’re well-versed in the CRM systems mentioned in the job description, like Salesforce or HubSpot. Be ready to discuss your experience with these platforms and how you've used them to drive sales performance and data accuracy.
✨Showcase Your Analytical Skills
Prepare to talk about specific examples where your data analysis led to actionable insights. Think of times when you optimised campaigns or improved reporting processes, and be ready to share metrics that demonstrate your impact.
✨Understand the Sales Process
Brush up on the sales lifecycle, especially how leads progress from marketing-qualified to sales-qualified opportunities. Being able to articulate this process will show that you understand the critical role of a Sales & CRM Analyst in supporting sales execution.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific situations, like tracking campaign performance or managing data discrepancies. Practise your responses to these scenarios, focusing on your problem-solving skills and attention to detail.
