CRM lead and data analyst

  • Sector: B&H Professional Services
  • Contact: Joanna Jennings
  • Contact Email:
  • Client: Ball and Hoolahan
  • Location: City of London
  • Salary: £40000.00 - £45000.00 per annum + Negotiable
  • Expiry Date: 07 June 2022
  • Job Ref: BBBH370277_1652172890

CRM lead and data analyst

London (Hybrid)

Circa £45,000

Sector: Financial Services

We're currently working with an international investment bank who are looking for a CRM Lead & Data Analyst.

This is a fantastic opportunity to join a fast-growing business and work with international markets across Europe / US / India.

The investment bank provide independent, objective advice to clients pursuing M&A, financing, debt advisory and restructuring transactions

They are about to begin a transition from Salesforce to DealCloud and are looking for someone who can help to facilitate and streamline this process.


  • Serve as key liaison with IT technical resources for system support
  • Analyse and review business, functional and technical requirements and translate into actions
  • Document and develop code according to specifications and standards
  • Suggesting initiatives to further help and improve the system
  • Quality control and defect resolution
  • First line stakeholder support, liaising directly with stakeholders to troubleshoot issues
  • Ongoing system administration
  • Contribute to programme management of CRM migration and integration
  • Ensuring all company, contacts, and directory data is cleansed
  • Working with the data cleansing software to pull reports and analysis for stakeholders
  • Continuous maintenance to ensure data is consistently up to date


  • Development experience with both Salesforce and DealCloud
  • Previous experience in a financial services/professional services environment
  • Knowledge / understanding of CRM systems in general
  • Keen attention to detail and complex problem-solving abilities
  • Ability to take ownership of a project and lead end-to-end delivery
  • Strong experience of internal and external stakeholder management
  • Demonstrable analytical/research capabilities
  • Excellent Excel skills