CRM Data configuration and Test Analyst

CRM Data Analyst

Fixed Term Contract

Start ASAP

Remote Based with occassional Travel

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)

We are looking for candidates with the following skills and experience:

• 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

The role will be key to ensuring integrations are suitably tested, with data of suitable quality and that they perform well based on agreed specifications.

What are the measures of success for this role ?

• 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

The successful candidate will likely have many of the following Core Competencies and Skills.

Technical

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

Interpersonal

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

Organisational

• 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.

'An Eye' for Continuous Improvement

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