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Salary Job Description
Job Title: CRM Data Analyst
Contract Type: FTC - 12 Month
Location: Edinburgh or London
At abrdn, our purpose is to enable our clients to be better investors.
Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.
We have an excellent opportunity for a CRM Data Analyst to join our CRM Team. This is a 12 month FTC and can be based in Edinburgh or London.
About the Department
The CRM Team is responsible for the delivery of the technology toolset required to maximise sales opportunities and selling time, through the identification and implementation of technology and analytics solutions focused on Salesforce and partner applications. Salesforce is also central to wider abrdn business functions, including Marketing for campaign management, Finance performance reporting and Client Service onboarding and risk management. The CRM team sits within the Investment Vector Client Group Function.
About the Role
- Lead business teams in the articulation and documentation of client data requirements, as part of wider corporate projects or individual Salesforce initiatives.
- Facilitate business solutions, via utilisation of technology solutions plus process development and improvements
- Manage the CRM delivery lifecycle, from user story creation to configuration development or IT liaison/handover, UAT management and release management.
- Build and develop Salesforce / CRM Analytics datasets
- Manage data initiatives including creation and load of information in and out of Salesforce from other internal Snowflake databases, as well as external sources and vendors
- Provide data analysis and insight to business teams, supporting the identification of business opportunities
- Create and deliver both business presentations and training materials
- Communicate with Stakeholders at all levels within the organisation
- Keep abreast with sales technology developments in the market and propose solutions
About the Candidate
To be successful in this role you will need (minimum experience/ requirements)
- Business or Data Analysis background with a few years experience creating user stories, process maps, UAT scripts and training materials
- Strong experience on Agile projects
- Previous CRM or database experience, with preferences to Salesforce and Snowflake
- Database query building, such as SQL
- Asset management background, with understanding of Wholesale and Institutional client requirements
Ideal Qualifications:
- Snowflake Certification
- Agile Certification
- Ideally educated to degree level or equivalent
Our Benefits
There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
