Join to apply for the CRM Project Data Analyst role at TC Professional Services

13 hours ago Be among the first 25 applicants

Join to apply for the CRM Project Data Analyst role at TC Professional Services

Reports To: CRM Project Lead

Works Closely With: Tech Team, Partner firm contacts, Functional Leads

Location: Technology Function, Central Services Team

Hybrid, Greater London Area South / Home Counties

£40,000 - £50,000 per annum (pro rata for contract)

Contract

TC Group uses FibreCRM which is being rolled out globally. This role is

to support the firm’s strategy

The CRM Project Data Analyst experienced in tech projects is able to understand the goal of the project to coordinate and guide the stakeholders to implement fully operational project to end of 2025. There is a possibility of extension into 2026.

Milton Keynes

IT

Full time

Fixed Term Contract

Position: CRM Project Data Analyst

Reports To: CRM Project Lead

Works Closely With: Tech Team, Partner firm contacts, Functional Leads

Location: Technology Function, Central Services Team

Hybrid, Greater London Area South / Home Counties

Salary £40,000 - £50,000 per annum (pro rata for contract)

Type Contract

TC Group uses FibreCRM which is being rolled out globally. This role is to ensure the CRM is fully optimised to support the firm’s strategy

The CRM Project Data Analyst experienced in tech projects is able to understand the goal of the project to coordinate and guide the stakeholders to implement fully operational project to end of 2025. There is a possibility of extension into 2026.

Role

This role will be accountable to the CRM Project Lead for a range of data, integration, and testing associated tasks and activities to assure the reliable delivery of the project, including:

• Creating mapping documents
• Fuzzy matching on company name
• Importing data to new systems
• Exporting data
• Checking and identifying issues
• Testing integrations via front end and database access
• Migration of data between CRMs
• Extracting data using basic SQL knowledge (i.e. rewritten scripts)
  
  

• experience with CRM management / administration specifically, Salesforce, Sugar and Microsoft Dynamics
• experience of working with multiple datasets, transforming and using data – knowledge of ETL
• working with Citrix Virtual Desktops and Microsoft Applications, you will know how to troubleshoot issues and be able to speak to internal customers in a non-technical way
• excellent attention to detail, strong analytical skills along with problem-solving and logical thinking skills
• Knowledge of SQL Management Studio and a high level of confidence in using SQL scripts
• strong communication skills, both written and verbal
• self-motivated team player, organise own workload with minimal supervision, delivering to agreed schedules and reporting progress
• ability to explain complex ideas to those with limited IT and systems knowledge
• Experience with accountancy applications, including CCH or IRIS, is an advantage
  
  

• Effective implementation of CRM based on proven and well tested, configured and integrated data sets that fit needs of the project.
• High quality data, clear consistent processes and high levels of adoption including data quality.
• Partner satisfaction scores and feedback.
• Successful completion of CRM initiatives with scope, timeline, and budget.
• Quality and accuracy of CRM reporting and insights deliverables.
• Improvements and highly positive impact across the areas of working
  
  

• Proficient using data tools, scripts and programming
• Strong understanding of best practices for data consistency and governance
• Awareness of relevant approaches for data management.
  
  

• Exceptional communication and relationship-building skills.
• Strong problem-solving and conflict resolution abilities.
• Ability to work collaboratively with diverse teams across the organisation.
  
  

• High level of attention to detail and accuracy.
• Effective time management and ability to prioritise tasks in a fast-paced environment.
• Capable of managing multiple projects simultaneously.
  
  

• Proactive in identifying opportunities for improvement and efficiency.
• Analytical mindset with the ability to interpret data and provide actionable insights.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Accounting

Referrals increase your chances of interviewing at TC Professional Services by 2x

Sign in to set job alerts for “Customer Relationship Management Analyst” roles.

Milton Keynes, England, United Kingdom 20 hours ago

Milton Keynes, England, United Kingdom 13 hours ago

Northampton, England, United Kingdom 1 week ago

Milton Keynes, England, United Kingdom 1 week ago

Luton, England, United Kingdom 2 weeks ago

Towcester, England, United Kingdom 4 weeks ago

Tring, England, United Kingdom 2 weeks ago

Wellingborough, England, United Kingdom 2 days ago

Luton, England, United Kingdom 1 hour ago

Milton Keynes, England, United Kingdom 2 weeks ago

Milton Keynes, England, United Kingdom 3 weeks ago

Milton Keynes, England, United Kingdom 2 weeks ago

Luton, England, United Kingdom 2 weeks ago

Milton Keynes, England, United Kingdom 2 weeks ago

Northampton, England, United Kingdom 2 weeks ago

Northampton, England, United Kingdom 1 day ago

Hemel Hempstead, England, United Kingdom 1 day ago

Milton Keynes, England, United Kingdom 1 week ago

Milton Keynes, England, United Kingdom 19 hours ago

Milton Keynes, England, United Kingdom 2 weeks ago

Milton Keynes, England, United Kingdom 20 hours ago

Luton, England, United Kingdom 3 hours ago

Milton Keynes, England, United Kingdom 1 day ago

Northampton, England, United Kingdom 1 week ago

Merton, England, United Kingdom 2 weeks ago

Towcester, England, United Kingdom 2 months ago

Milton Keynes, England, United Kingdom 1 week ago

Milton Keynes, England, United Kingdom 2 weeks ago

Data analyst (Performance Manager) - SCM

Northamptonshire, England, United Kingdom 1 day ago

Hemel Hempstead, England, United Kingdom 3 days ago

Northampton, England, United Kingdom 2 hours ago

Northampton, England, United Kingdom 2 weeks ago

Evidence Advisor, Data Analysis and Statistics (Fixed Term) - 31375

Bedford, England, United Kingdom 2 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.