About the Company A fast-growing technology and managed services provider specialising in cyber security, IT and communications solutions. The business is known for its strong client relationships, high service standards and continued investment in growth. About the Role An opportunity has arisen for an experienced Billing Analyst to join a collaborative finance team in a fast-paced, high-growth environment . You'll take ownership of the end-to-end billing process , ensuring invoices are accurate, supplier costs are validated and customer queries are resolved efficiently. The role works closely with Finance, Operations and Customer-facing teams . Key Responsibilities Manage the monthly billing cycle using a billing platform Prepare, review and issue customer invoices Maintain pricing structures, tariffs and account data Analyse usage, contracts and pricing to ensure billing accuracy Review and reconcile supplier invoices , resolving discrepancies Liaise with suppliers to recover overcharges/credits Handle billing queries, disputes and account amendments Produce statements, process credit notes and maintain records Update CRM systems with billing activity and client communication Reconcile billing data and produce regular reporting Support process improvements across billing and finance About You Strong experience in billing, invoicing and reconciliation Experience with CRM, billing systems and accounting software (e.g. Zoho, Zoey, Xero or similar) Highly analytical with strong attention to detail Confident handling large data sets and resolving discrepancies Strong communication skills with a customer-focused approach Organised, proactive and comfortable working in a fast-paced environment Experience within technology, telecoms, MSP or similar sectors is beneficial Additional Requirements Strong Excel and Microsoft Office skills Ability to work both independently and collaboratively Relevant finance or business-related qualification (desirable) The Opportunity Join a growing and ambitious business offering a collaborative culture, exposure across multiple teams and the chance to play a key role in improving billing processes and financial accuracy. Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy. To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website.
Aug 01, 2026
Full time
About the Company A fast-growing technology and managed services provider specialising in cyber security, IT and communications solutions. The business is known for its strong client relationships, high service standards and continued investment in growth. About the Role An opportunity has arisen for an experienced Billing Analyst to join a collaborative finance team in a fast-paced, high-growth environment . You'll take ownership of the end-to-end billing process , ensuring invoices are accurate, supplier costs are validated and customer queries are resolved efficiently. The role works closely with Finance, Operations and Customer-facing teams . Key Responsibilities Manage the monthly billing cycle using a billing platform Prepare, review and issue customer invoices Maintain pricing structures, tariffs and account data Analyse usage, contracts and pricing to ensure billing accuracy Review and reconcile supplier invoices , resolving discrepancies Liaise with suppliers to recover overcharges/credits Handle billing queries, disputes and account amendments Produce statements, process credit notes and maintain records Update CRM systems with billing activity and client communication Reconcile billing data and produce regular reporting Support process improvements across billing and finance About You Strong experience in billing, invoicing and reconciliation Experience with CRM, billing systems and accounting software (e.g. Zoho, Zoey, Xero or similar) Highly analytical with strong attention to detail Confident handling large data sets and resolving discrepancies Strong communication skills with a customer-focused approach Organised, proactive and comfortable working in a fast-paced environment Experience within technology, telecoms, MSP or similar sectors is beneficial Additional Requirements Strong Excel and Microsoft Office skills Ability to work both independently and collaboratively Relevant finance or business-related qualification (desirable) The Opportunity Join a growing and ambitious business offering a collaborative culture, exposure across multiple teams and the chance to play a key role in improving billing processes and financial accuracy. Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy. To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website.
Salesforce Consultant - Financial Services Location: Knutsford, South Manchester (with 2-3 days per week on-site, monthly travel to London) Duration: 6-12 months Salary: 91,000 per annum We are actively looking to secure a Salesforce BA to join Experis. Experis Consultancy is a Global entity with a well-established team with over 1000 consultants on assignment across 20 clients globally. Our UK operation is growing and has very aggressive plans for expansion over the coming years. We form part of the Manpower group of companies that turn over $20 billion a year collectively. Experis UK have partnerships with major clients across the UK spanning multiple industries; our approach is a very personal one, with both our clients and our own employees. We are passionate about training, technology and career development. Our client, a leading organisation in the banking and financial services sector, is hiring for a highly experienced Salesforce Business Analyst to support a major transformation programme. This is an exciting opportunity to work on complex enterprise-level projects, delivering innovative solutions within a dynamic environment. What you'll be doing: Lead and own end-to-end Salesforce initiatives, focusing on Financial Services Cloud (FSC), Data Cloud, and Agentforce capabilities. Collaborate closely with cross-functional teams including Product, Business, Architecture, Data, and Engineering to translate business needs into clear, actionable requirements and user stories. Drive decision-making, challenge senior stakeholders, and resolve ambiguities to keep projects on track. Identify dependencies, risks, and gaps early, proactively managing them to ensure smooth delivery. Provide leadership and guidance to other Business Analysts, improving programme delivery quality and pace. Take responsibility for complex business areas from discovery through to technology implementation and outcomes. What you'll bring: Extensive hands-on Salesforce experience, with a deep understanding of CRM platforms and enterprise implementations. Strong domain knowledge in banking and financial services, including regulatory and control environments. Proven expertise in Salesforce FSC, Data Cloud, and Agentforce. Demonstrated success leading major workstreams within large Salesforce transformation programmes. Ability to operate independently, challenge stakeholders confidently, and deliver results in an Agile environment. Experience working across multiple teams and managing dependencies effectively. Ideal background: Significant experience in a senior, delivery-focused Salesforce BA role. Strong communication skills with the ability to influence at all levels. Relevant certifications in Salesforce and financial services are advantageous. If you're ready to make an impact on a high-profile project within a supportive team, we'd love to hear from you. Apply now to join a forward-thinking organisation committed to innovation and excellence. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 31, 2026
Full time
Salesforce Consultant - Financial Services Location: Knutsford, South Manchester (with 2-3 days per week on-site, monthly travel to London) Duration: 6-12 months Salary: 91,000 per annum We are actively looking to secure a Salesforce BA to join Experis. Experis Consultancy is a Global entity with a well-established team with over 1000 consultants on assignment across 20 clients globally. Our UK operation is growing and has very aggressive plans for expansion over the coming years. We form part of the Manpower group of companies that turn over $20 billion a year collectively. Experis UK have partnerships with major clients across the UK spanning multiple industries; our approach is a very personal one, with both our clients and our own employees. We are passionate about training, technology and career development. Our client, a leading organisation in the banking and financial services sector, is hiring for a highly experienced Salesforce Business Analyst to support a major transformation programme. This is an exciting opportunity to work on complex enterprise-level projects, delivering innovative solutions within a dynamic environment. What you'll be doing: Lead and own end-to-end Salesforce initiatives, focusing on Financial Services Cloud (FSC), Data Cloud, and Agentforce capabilities. Collaborate closely with cross-functional teams including Product, Business, Architecture, Data, and Engineering to translate business needs into clear, actionable requirements and user stories. Drive decision-making, challenge senior stakeholders, and resolve ambiguities to keep projects on track. Identify dependencies, risks, and gaps early, proactively managing them to ensure smooth delivery. Provide leadership and guidance to other Business Analysts, improving programme delivery quality and pace. Take responsibility for complex business areas from discovery through to technology implementation and outcomes. What you'll bring: Extensive hands-on Salesforce experience, with a deep understanding of CRM platforms and enterprise implementations. Strong domain knowledge in banking and financial services, including regulatory and control environments. Proven expertise in Salesforce FSC, Data Cloud, and Agentforce. Demonstrated success leading major workstreams within large Salesforce transformation programmes. Ability to operate independently, challenge stakeholders confidently, and deliver results in an Agile environment. Experience working across multiple teams and managing dependencies effectively. Ideal background: Significant experience in a senior, delivery-focused Salesforce BA role. Strong communication skills with the ability to influence at all levels. Relevant certifications in Salesforce and financial services are advantageous. If you're ready to make an impact on a high-profile project within a supportive team, we'd love to hear from you. Apply now to join a forward-thinking organisation committed to innovation and excellence. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Business Analyst. Permanent Remote-first c. 55,000 per annum UK-based We are looking for an experienced Business Analyst to support business and service design across a major change portfolio. This is a role within Social Housing so the initial focus will be primarily within the property space, including asset management, asset compliance, repairs, maintenance and wider property services. Future work may also extend into care, finance and HR. This role would suit someone with experience in social housing, local authority housing, property services, care, CareTech, CRM-enabled change or another highly regulated public sector or service environment. The role. You will provide the analysis, structure and evidence needed to shape better services, clearer requirements and successful transformation delivery. Working with business design partners, programme teams, operational SMEs, digital, data and change colleagues, you will help ensure future-state designs are grounded in operational reality, user needs, business outcomes and the Target Operating Model. This is not simply a requirements-gathering role. You will need to understand complex services, engage stakeholders, map processes, model data and information flows, and turn insight into clear, practical design artefacts. Key responsibilities You will: Analyse current-state property and operational services, including processes, journeys, pain points, risks and service issues. Support discovery and design activity across property services, with potential future involvement in care, finance and HR. Gather insight from operational data, stakeholders and existing documentation. Translate business needs into clear requirements, user stories, acceptance criteria, business rules and design artefacts. Support user-centred service design, aligning future-state designs to user needs and business outcomes. Produce process maps, service models, capability views, data flows and supporting documentation. Facilitate workshops with stakeholders, SMEs and delivery teams. Support CRM, CareTech, property and operational system change by defining requirements, data needs and process impacts. Review solution designs and functional specifications against agreed business requirements. Identify risks, assumptions, gaps and misalignment early. Maintain traceability from discovery through design, build, test and implementation. What we are looking for? You will bring strong business analysis and service design capability, ideally gained in a complex, regulated or public-service environment. Experience in some of the following would be ideal: Social housing, local authority housing, care, CareTech, health, local government or regulated services. Property services, asset management, asset compliance, repairs or maintenance. CRM-enabled transformation or customer/service management platforms. Stakeholder engagement across operational, technical and change teams. High-quality documentation, including requirements, process maps, design outputs and workshop records. Data modelling, data flows, reporting requirements or information capture. Business analysis, service design, process analysis or business design within change or transformation. You will also need: Strong analytical and problem-structuring skills. Experience with requirements elicitation, process mapping and journey mapping. The ability to translate operational detail into clear, testable outputs. Good workshop facilitation and stakeholder engagement skills. Excellent written and verbal communication skills. A practical understanding of how systems, data and technology support business processes. A user-centred approach, balancing customer, colleague, operational and business needs. To find out more, please apply with your CV to (url removed) Services advertised are those of an employment agency.
Jul 31, 2026
Full time
Business Analyst. Permanent Remote-first c. 55,000 per annum UK-based We are looking for an experienced Business Analyst to support business and service design across a major change portfolio. This is a role within Social Housing so the initial focus will be primarily within the property space, including asset management, asset compliance, repairs, maintenance and wider property services. Future work may also extend into care, finance and HR. This role would suit someone with experience in social housing, local authority housing, property services, care, CareTech, CRM-enabled change or another highly regulated public sector or service environment. The role. You will provide the analysis, structure and evidence needed to shape better services, clearer requirements and successful transformation delivery. Working with business design partners, programme teams, operational SMEs, digital, data and change colleagues, you will help ensure future-state designs are grounded in operational reality, user needs, business outcomes and the Target Operating Model. This is not simply a requirements-gathering role. You will need to understand complex services, engage stakeholders, map processes, model data and information flows, and turn insight into clear, practical design artefacts. Key responsibilities You will: Analyse current-state property and operational services, including processes, journeys, pain points, risks and service issues. Support discovery and design activity across property services, with potential future involvement in care, finance and HR. Gather insight from operational data, stakeholders and existing documentation. Translate business needs into clear requirements, user stories, acceptance criteria, business rules and design artefacts. Support user-centred service design, aligning future-state designs to user needs and business outcomes. Produce process maps, service models, capability views, data flows and supporting documentation. Facilitate workshops with stakeholders, SMEs and delivery teams. Support CRM, CareTech, property and operational system change by defining requirements, data needs and process impacts. Review solution designs and functional specifications against agreed business requirements. Identify risks, assumptions, gaps and misalignment early. Maintain traceability from discovery through design, build, test and implementation. What we are looking for? You will bring strong business analysis and service design capability, ideally gained in a complex, regulated or public-service environment. Experience in some of the following would be ideal: Social housing, local authority housing, care, CareTech, health, local government or regulated services. Property services, asset management, asset compliance, repairs or maintenance. CRM-enabled transformation or customer/service management platforms. Stakeholder engagement across operational, technical and change teams. High-quality documentation, including requirements, process maps, design outputs and workshop records. Data modelling, data flows, reporting requirements or information capture. Business analysis, service design, process analysis or business design within change or transformation. You will also need: Strong analytical and problem-structuring skills. Experience with requirements elicitation, process mapping and journey mapping. The ability to translate operational detail into clear, testable outputs. Good workshop facilitation and stakeholder engagement skills. Excellent written and verbal communication skills. A practical understanding of how systems, data and technology support business processes. A user-centred approach, balancing customer, colleague, operational and business needs. To find out more, please apply with your CV to (url removed) Services advertised are those of an employment agency.
Junior Systems Developer 28,000 - 35,000, Near Lewes, Monday to Friday 9am - 5:30pm, Permanent, 20 days holiday + bank holidays, Pension, Parking, Christmas Bonus The Role An opportunity has arisen for a Junior Systems Developer to join a growing technology-led business operating across multiple specialist brands. Working closely with the Director, the Junior Systems Developer will support the development, maintenance and improvement of websites, internal CRM systems and business applications used by customers, professionals and internal teams. This role offers the opportunity to gain exposure to software development, database management, web technologies and IT infrastructure within a supportive environment where training and development are actively encouraged. Supporting the maintenance and development of websites and web applications Assisting with improvements to internal CRM systems Investigating and resolving software and website issues Supporting the maintenance of databases and APIs Assisting with updates to desktop applications Providing first-line support for internal technical issues Supporting server and service monitoring activities Working closely with users to identify system improvements Taking part in testing and deployment of new functionality Learning new development tools and technologies as required Requirements The successful Junior Systems Developer will have a genuine interest in software development and technology, whether gained through education, self-study, personal projects or commercial experience. Exposure to HTML, C#, SQL databases or web development technologies would be highly desirable but not essential. Strong problem-solving skills, curiosity and a willingness to learn are more important than possessing a complete technical skillset. You will be comfortable communicating with colleagues, understanding user requirements and working within a small collaborative team. This role could suit someone who has worked as a Junior Developer, IT Support Developer or Software Support Analyst. Company Information You will be joining a well-established technology business that develops and manages a range of specialist web platforms and customer-facing systems. The organisation prides itself on maintaining a responsive in-house development function, allowing it to continually improve systems and services whilst supporting customers and employees effectively. The business offers a friendly, supportive working environment where genuine curiosity and initiative are highly valued. Package 28,000 - 35,000 salary 20 days holiday plus bank holidays Company pension scheme Annual discretionary Christmas bonus On-site parking Monthly team lunches Full training and development Exposure to a broad range of technologies Long-term career development opportunities Travail Employment Group is operating as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within 7 days you have unfortunately not been successful on this occasion.
Jul 31, 2026
Full time
Junior Systems Developer 28,000 - 35,000, Near Lewes, Monday to Friday 9am - 5:30pm, Permanent, 20 days holiday + bank holidays, Pension, Parking, Christmas Bonus The Role An opportunity has arisen for a Junior Systems Developer to join a growing technology-led business operating across multiple specialist brands. Working closely with the Director, the Junior Systems Developer will support the development, maintenance and improvement of websites, internal CRM systems and business applications used by customers, professionals and internal teams. This role offers the opportunity to gain exposure to software development, database management, web technologies and IT infrastructure within a supportive environment where training and development are actively encouraged. Supporting the maintenance and development of websites and web applications Assisting with improvements to internal CRM systems Investigating and resolving software and website issues Supporting the maintenance of databases and APIs Assisting with updates to desktop applications Providing first-line support for internal technical issues Supporting server and service monitoring activities Working closely with users to identify system improvements Taking part in testing and deployment of new functionality Learning new development tools and technologies as required Requirements The successful Junior Systems Developer will have a genuine interest in software development and technology, whether gained through education, self-study, personal projects or commercial experience. Exposure to HTML, C#, SQL databases or web development technologies would be highly desirable but not essential. Strong problem-solving skills, curiosity and a willingness to learn are more important than possessing a complete technical skillset. You will be comfortable communicating with colleagues, understanding user requirements and working within a small collaborative team. This role could suit someone who has worked as a Junior Developer, IT Support Developer or Software Support Analyst. Company Information You will be joining a well-established technology business that develops and manages a range of specialist web platforms and customer-facing systems. The organisation prides itself on maintaining a responsive in-house development function, allowing it to continually improve systems and services whilst supporting customers and employees effectively. The business offers a friendly, supportive working environment where genuine curiosity and initiative are highly valued. Package 28,000 - 35,000 salary 20 days holiday plus bank holidays Company pension scheme Annual discretionary Christmas bonus On-site parking Monthly team lunches Full training and development Exposure to a broad range of technologies Long-term career development opportunities Travail Employment Group is operating as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within 7 days you have unfortunately not been successful on this occasion.
Business Analyst - CRM Transformation & Customer Experience Location: Manchester (Hybrid - 1 day per week in the office) Type: Permanent Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Business Analyst to join a growing organisation undergoing significant customer and digital transformation. You'll play a key role in shaping and delivering CRM-led change initiatives, working across Sales, Marketing and Customer Service functions to improve customer journeys, optimise business processes, and drive technology-enabled transformation. The successful candidate will bring strong CRM implementation experience, exceptional stakeholder engagement skills, and a passion for continuous improvement and innovation, including the application of AI-powered solutions. The Role Working with business leaders, product teams and technical specialists, you will act as the bridge between business objectives and technology delivery. You will be responsible for understanding business needs, defining future-state processes, documenting requirements, and ensuring solutions deliver tangible business value and improved customer experiences. Key Responsibilities Lead business analysis activities across CRM implementation and transformation programmes. Analyse and optimise customer lifecycle processes, including lead management, customer acquisition, onboarding, retention and customer service journeys. Facilitate workshops and requirements gathering sessions with stakeholders at all levels. Produce high-quality business requirements, user stories, process maps and functional specifications. Model current and future-state processes using BPMN and customer journey mapping techniques. Collaborate with delivery teams to support successful solution design, testing and implementation. Drive continuous improvement initiatives using Lean Six Sigma and process optimisation approaches. Identify opportunities to leverage AI technologies, including chatbot solutions, automation and customer engagement tools. Use data and evidence-based decision making to identify business gaps and recommend improvements. Build strong relationships and influence key stakeholders across multiple business functions. About You We're looking for an analytical and commercially aware Business Analyst with experience delivering customer-centric transformation programmes. Essential Experience Proven experience delivering CRM implementation projects . Strong understanding of Sales and Marketing processes . Exceptional stakeholder engagement and workshop facilitation skills. Experience working with senior business stakeholders and translating strategic objectives into deliverable requirements. Business process modelling experience using BPMN . Experience driving continuous improvement initiatives using Lean, Six Sigma or related methodologies. Strong requirements elicitation, analysis and documentation skills. Experience working within Agile delivery environments. Desirable Experience Experience implementing or supporting AI chatbot solutions . Experience applying AI to business process improvement, automation or customer engagement activities. CRM integration, data migration and data quality experience. Customer journey mapping and customer experience transformation expertise. Experience using Azure DevOps, Jira or similar delivery tools. What's on Offer? Opportunity to work on high-profile CRM and digital transformation initiatives. Exposure to innovative AI and automation programmes. Flexible hybrid working with just one day per week in the Manchester office . Collaborative and supportive working environment. Competitive salary and benefits package. If you're a Business Analyst with CRM implementation experience, strong stakeholder management skills, and a passion for driving business improvement through technology and process excellence, we'd love to hear from you. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
Jul 31, 2026
Full time
Business Analyst - CRM Transformation & Customer Experience Location: Manchester (Hybrid - 1 day per week in the office) Type: Permanent Salary: Competitive + Benefits The Opportunity An exciting opportunity has arisen for an experienced Business Analyst to join a growing organisation undergoing significant customer and digital transformation. You'll play a key role in shaping and delivering CRM-led change initiatives, working across Sales, Marketing and Customer Service functions to improve customer journeys, optimise business processes, and drive technology-enabled transformation. The successful candidate will bring strong CRM implementation experience, exceptional stakeholder engagement skills, and a passion for continuous improvement and innovation, including the application of AI-powered solutions. The Role Working with business leaders, product teams and technical specialists, you will act as the bridge between business objectives and technology delivery. You will be responsible for understanding business needs, defining future-state processes, documenting requirements, and ensuring solutions deliver tangible business value and improved customer experiences. Key Responsibilities Lead business analysis activities across CRM implementation and transformation programmes. Analyse and optimise customer lifecycle processes, including lead management, customer acquisition, onboarding, retention and customer service journeys. Facilitate workshops and requirements gathering sessions with stakeholders at all levels. Produce high-quality business requirements, user stories, process maps and functional specifications. Model current and future-state processes using BPMN and customer journey mapping techniques. Collaborate with delivery teams to support successful solution design, testing and implementation. Drive continuous improvement initiatives using Lean Six Sigma and process optimisation approaches. Identify opportunities to leverage AI technologies, including chatbot solutions, automation and customer engagement tools. Use data and evidence-based decision making to identify business gaps and recommend improvements. Build strong relationships and influence key stakeholders across multiple business functions. About You We're looking for an analytical and commercially aware Business Analyst with experience delivering customer-centric transformation programmes. Essential Experience Proven experience delivering CRM implementation projects . Strong understanding of Sales and Marketing processes . Exceptional stakeholder engagement and workshop facilitation skills. Experience working with senior business stakeholders and translating strategic objectives into deliverable requirements. Business process modelling experience using BPMN . Experience driving continuous improvement initiatives using Lean, Six Sigma or related methodologies. Strong requirements elicitation, analysis and documentation skills. Experience working within Agile delivery environments. Desirable Experience Experience implementing or supporting AI chatbot solutions . Experience applying AI to business process improvement, automation or customer engagement activities. CRM integration, data migration and data quality experience. Customer journey mapping and customer experience transformation expertise. Experience using Azure DevOps, Jira or similar delivery tools. What's on Offer? Opportunity to work on high-profile CRM and digital transformation initiatives. Exposure to innovative AI and automation programmes. Flexible hybrid working with just one day per week in the Manchester office . Collaborative and supportive working environment. Competitive salary and benefits package. If you're a Business Analyst with CRM implementation experience, strong stakeholder management skills, and a passion for driving business improvement through technology and process excellence, we'd love to hear from you. If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.
2nd Line Support Engineer Poole £31,000 As a 2nd Line Support Analyst within this forward-thinking business, you ll play a key role providing hands-on support and troubleshooting for a variety of technical issues. This role requires both independent work and collaboration with a growing team on diverse technical disciplines. As a 2nd Line Support Engineer, you ll benefit from: 25 days' holiday plus bank holidays, with additional holiday for long service. Company bonus scheme Established company pension scheme. Access to health & wellness and employee rewards platforms. Develop a personal development plan with your line manager, including time for learning, budget for exams, and mentorship for industry-recognised certifications. As a 2nd Line Support Engineer, your responsibilities will include: Troubleshoot and Resolve: Handle Helpdesk incidents and provide hands-on support for Microsoft 365, servers, and networks. Configure and Upgrade: Upgrade and configure hardware, software, and related services. Document and Maintain: Contribute to infrastructure documentation and create knowledge base articles. Escalate and Assist: Act as an escalation point for Line 1 engineers and escalate tickets as needed. Client Interaction and Site Visits: Manage client calls and conduct site visits when required. As a 2nd Line Support Engineer, your skills and experience will include: Helpdesk Experience: At least 2 years' experience on an IT Helpdesk, utilising a PSA/ITSM/CRM support tool like Autotask. Microsoft 365: Proficiency in OneDrive, SharePoint Online, Exchange Online, Teams, Intune, Entra ID, Entra Connect, Defender for Office 365, and Defender for Endpoint. Server Roles: Experience with Active Directory, Group Policy, DNS, and DHCP. Networking: Knowledge of LAN-based networking, cloud-managed switches like Unifi or Meraki, wireless, VPNs, and routing. Certifications: Completed or working towards Microsoft 365 accreditation. Ability to gain SC clearance. Interested? This is a fantastic opportunity to join a forward-thinking business that values innovation, collaboration, and growth. If you re ready to apply your expertise in a role with impact and responsibility, apply today or contact Josh at Rubicon for more information.
Jul 31, 2026
Full time
2nd Line Support Engineer Poole £31,000 As a 2nd Line Support Analyst within this forward-thinking business, you ll play a key role providing hands-on support and troubleshooting for a variety of technical issues. This role requires both independent work and collaboration with a growing team on diverse technical disciplines. As a 2nd Line Support Engineer, you ll benefit from: 25 days' holiday plus bank holidays, with additional holiday for long service. Company bonus scheme Established company pension scheme. Access to health & wellness and employee rewards platforms. Develop a personal development plan with your line manager, including time for learning, budget for exams, and mentorship for industry-recognised certifications. As a 2nd Line Support Engineer, your responsibilities will include: Troubleshoot and Resolve: Handle Helpdesk incidents and provide hands-on support for Microsoft 365, servers, and networks. Configure and Upgrade: Upgrade and configure hardware, software, and related services. Document and Maintain: Contribute to infrastructure documentation and create knowledge base articles. Escalate and Assist: Act as an escalation point for Line 1 engineers and escalate tickets as needed. Client Interaction and Site Visits: Manage client calls and conduct site visits when required. As a 2nd Line Support Engineer, your skills and experience will include: Helpdesk Experience: At least 2 years' experience on an IT Helpdesk, utilising a PSA/ITSM/CRM support tool like Autotask. Microsoft 365: Proficiency in OneDrive, SharePoint Online, Exchange Online, Teams, Intune, Entra ID, Entra Connect, Defender for Office 365, and Defender for Endpoint. Server Roles: Experience with Active Directory, Group Policy, DNS, and DHCP. Networking: Knowledge of LAN-based networking, cloud-managed switches like Unifi or Meraki, wireless, VPNs, and routing. Certifications: Completed or working towards Microsoft 365 accreditation. Ability to gain SC clearance. Interested? This is a fantastic opportunity to join a forward-thinking business that values innovation, collaboration, and growth. If you re ready to apply your expertise in a role with impact and responsibility, apply today or contact Josh at Rubicon for more information.
Job Title: Dynamics Developers Location: UK-based, remote apart from day-1 to collect kit Contract: Contract Duration: until November to begin with (Rolling contract) Day Rates: 480/day Inside IR35 PLEASE NOTE; Power Pages is essential experience needed for this role Brio Digital are currently supporting a consultancy working with a central government department that currently needs a Dynamics/Power Platform Developer. You will join a central government digital transformation programme modernising public-facing services through Microsoft Dynamics 365 and Power Platform solutions. What You'll Do Develop and configure Dynamics 365 modules to support public service workflows. Build Power Platform integrations, plugins, and custom workflows. Collaborate with Business Analysts and Product Owners to refine requirements. Ensure data integrity, security, and compliance with government standards. Support testing, release, and deployment processes within an agile delivery team. Contribute to technical documentation and handover to BAU teams. What You'll Bring Proven experience developing within Microsoft Dynamics 365 (CE/CRM). Strong skills in Power Apps, Power Automate, and Dataverse. Proficiency in C#, JavaScript, and Dynamics SDK/custom connectors. Understanding of Azure functions, APIs, and integration patterns. Experience working in agile, multidisciplinary environments. Awareness of government data and security standards. Nice-to-Have Power BI or data visualisation experience. Knowledge of CI/CD with Azure DevOps pipelines. Familiarity with GDS Service Standards. Previous public sector or regulated environment experience. Apply now or email for more information
Jul 31, 2026
Contractor
Job Title: Dynamics Developers Location: UK-based, remote apart from day-1 to collect kit Contract: Contract Duration: until November to begin with (Rolling contract) Day Rates: 480/day Inside IR35 PLEASE NOTE; Power Pages is essential experience needed for this role Brio Digital are currently supporting a consultancy working with a central government department that currently needs a Dynamics/Power Platform Developer. You will join a central government digital transformation programme modernising public-facing services through Microsoft Dynamics 365 and Power Platform solutions. What You'll Do Develop and configure Dynamics 365 modules to support public service workflows. Build Power Platform integrations, plugins, and custom workflows. Collaborate with Business Analysts and Product Owners to refine requirements. Ensure data integrity, security, and compliance with government standards. Support testing, release, and deployment processes within an agile delivery team. Contribute to technical documentation and handover to BAU teams. What You'll Bring Proven experience developing within Microsoft Dynamics 365 (CE/CRM). Strong skills in Power Apps, Power Automate, and Dataverse. Proficiency in C#, JavaScript, and Dynamics SDK/custom connectors. Understanding of Azure functions, APIs, and integration patterns. Experience working in agile, multidisciplinary environments. Awareness of government data and security standards. Nice-to-Have Power BI or data visualisation experience. Knowledge of CI/CD with Azure DevOps pipelines. Familiarity with GDS Service Standards. Previous public sector or regulated environment experience. Apply now or email for more information
Change Management Analyst - CRM / Investment Banking I m looking for a Change Management Analyst with DealCloud experience for a 12-month contract (Inside IR35) with a leading global advisory/investment banking firm. The role will support a major CRM and business adoption programme across London-based banking users. This is a highly user-facing role, so the client needs a polished, confident change professional who can work directly with bankers and understand how they operate day to day. This is not a back-office change role. You will be supporting front-office users across relationship management, pipeline management, deal activity, and adoption of a new CRM platform. Key responsibilities: Support user adoption and business change activity for a CRM transformation programme Work directly with Investment Banking users to understand issues, feedback, and resistance points Support communications, training, floor-walking, and one-to-one user engagement Prepare user guides, briefing materials, FAQs, and stakeholder updates Track adoption, feedback, and engagement across the user group Work with business, technology, and CRM stakeholders to support a smooth rollout Use a structured change management approach or framework to support delivery Experience required: DealCloud CRM platform experience is ESSENTIAL Change Management Analyst, Business Change Analyst, CRM Change Analyst, or similar background Experience supporting CRM, sales enablement, pipeline management, deal management, or similar business-facing systems Strong understanding of Investment Banking, Corporate Finance, M&A, Private Equity, or Private Markets environments Confident working directly with demanding front-office stakeholders Excellent written and verbal communication skills Highly polished, articulate, and credible in person Experience using a change framework such as ADKAR, Prosci, Kotter, Lewin, or similar Contract details: 12-month contract London hybrid working - 3-4 days per week in the office Inside IR35 Day rate dependent on experience This would suit someone who has supported CRM or platform adoption in a deal-led environment and is comfortable working closely with bankers, investment professionals, or private markets teams.
Jul 31, 2026
Contractor
Change Management Analyst - CRM / Investment Banking I m looking for a Change Management Analyst with DealCloud experience for a 12-month contract (Inside IR35) with a leading global advisory/investment banking firm. The role will support a major CRM and business adoption programme across London-based banking users. This is a highly user-facing role, so the client needs a polished, confident change professional who can work directly with bankers and understand how they operate day to day. This is not a back-office change role. You will be supporting front-office users across relationship management, pipeline management, deal activity, and adoption of a new CRM platform. Key responsibilities: Support user adoption and business change activity for a CRM transformation programme Work directly with Investment Banking users to understand issues, feedback, and resistance points Support communications, training, floor-walking, and one-to-one user engagement Prepare user guides, briefing materials, FAQs, and stakeholder updates Track adoption, feedback, and engagement across the user group Work with business, technology, and CRM stakeholders to support a smooth rollout Use a structured change management approach or framework to support delivery Experience required: DealCloud CRM platform experience is ESSENTIAL Change Management Analyst, Business Change Analyst, CRM Change Analyst, or similar background Experience supporting CRM, sales enablement, pipeline management, deal management, or similar business-facing systems Strong understanding of Investment Banking, Corporate Finance, M&A, Private Equity, or Private Markets environments Confident working directly with demanding front-office stakeholders Excellent written and verbal communication skills Highly polished, articulate, and credible in person Experience using a change framework such as ADKAR, Prosci, Kotter, Lewin, or similar Contract details: 12-month contract London hybrid working - 3-4 days per week in the office Inside IR35 Day rate dependent on experience This would suit someone who has supported CRM or platform adoption in a deal-led environment and is comfortable working closely with bankers, investment professionals, or private markets teams.
Market Intelligence Analyst Runcorn - Hybrid working 40k + company bonus and benefits Our client is on the lookout for a Market Intelligence Analyst to join the team on a permanent basis. Reporting to the Market Intelligence Manager, you will be responsible for leading and evolving specific Commercial Excellence initiatives in SFE and Commercial Analytics/Reporting with the UKI Sales and Marketing Departments. Main Accountabilities Sales Force Effectiveness Working with Sales, Marketing and Finance to implement SFE projects specifically the SFE cycles for nominated BUs. The cycle will include Sales Targeting, Segmentation, Incentives Management and other projects to improve resource allocation, revenue growth and overall performance. Working with Marketing and Sales to implement KPI reporting to demonstrate effective Omni-Channel Execution. Market/Business Intelligence - Data Analytics and Reporting Provide regular dashboard reporting to enable the Sales and Marketing teams to review their sales, forecast, market and activity data. Highlight trends, deviations, market insight and work with the commercial teams to challenge and use this insight to drive change, decision making and strategies. Work with Salesforce and/or Veeva CRM to implement new functionality, versions or bespoke internal enhancements to develop reporting and value. Support users by providing Veeva CRM Helpdesk support. Drive continuous improvements in data, visibility, reporting, processes and the security of data. Look for new data to supplement existing reporting and to drive new strategies and projects. Data Driven Decisions Projects Support the Sales and Marketing community to continuously improve the sales targeting and forecasting process using data automation, analytics and reporting. To identify key opportunities to improve our insight generation and commercial data driven decision making across Region Market Intelligence and MU stakeholders. Continuous Improvement and Project Management Work closely with the CommEx Lead and Sales and Marketing teams on specific initiatives and projects to relating to commercial excellence Proactively look for opportunities to improve reporting, SFE and Commercial Excellence to drive revenue growth Experience/Skills required At least a minimum of 2 years working in a Market Intelligence Analyst role or similar Experience of automation, setting up data flows to connect external and internal data sources and visualisation of data for reporting in Power BI Systems - Veeva, Salesforce, PowerBI, Microsoft Applications, Azure etc. SFE Projects - managing administration of SFE cycles to include IC/SIP, Sales Targeting and Segmentation and Targeting
Jul 30, 2026
Full time
Market Intelligence Analyst Runcorn - Hybrid working 40k + company bonus and benefits Our client is on the lookout for a Market Intelligence Analyst to join the team on a permanent basis. Reporting to the Market Intelligence Manager, you will be responsible for leading and evolving specific Commercial Excellence initiatives in SFE and Commercial Analytics/Reporting with the UKI Sales and Marketing Departments. Main Accountabilities Sales Force Effectiveness Working with Sales, Marketing and Finance to implement SFE projects specifically the SFE cycles for nominated BUs. The cycle will include Sales Targeting, Segmentation, Incentives Management and other projects to improve resource allocation, revenue growth and overall performance. Working with Marketing and Sales to implement KPI reporting to demonstrate effective Omni-Channel Execution. Market/Business Intelligence - Data Analytics and Reporting Provide regular dashboard reporting to enable the Sales and Marketing teams to review their sales, forecast, market and activity data. Highlight trends, deviations, market insight and work with the commercial teams to challenge and use this insight to drive change, decision making and strategies. Work with Salesforce and/or Veeva CRM to implement new functionality, versions or bespoke internal enhancements to develop reporting and value. Support users by providing Veeva CRM Helpdesk support. Drive continuous improvements in data, visibility, reporting, processes and the security of data. Look for new data to supplement existing reporting and to drive new strategies and projects. Data Driven Decisions Projects Support the Sales and Marketing community to continuously improve the sales targeting and forecasting process using data automation, analytics and reporting. To identify key opportunities to improve our insight generation and commercial data driven decision making across Region Market Intelligence and MU stakeholders. Continuous Improvement and Project Management Work closely with the CommEx Lead and Sales and Marketing teams on specific initiatives and projects to relating to commercial excellence Proactively look for opportunities to improve reporting, SFE and Commercial Excellence to drive revenue growth Experience/Skills required At least a minimum of 2 years working in a Market Intelligence Analyst role or similar Experience of automation, setting up data flows to connect external and internal data sources and visualisation of data for reporting in Power BI Systems - Veeva, Salesforce, PowerBI, Microsoft Applications, Azure etc. SFE Projects - managing administration of SFE cycles to include IC/SIP, Sales Targeting and Segmentation and Targeting
Systems Analyst Location: Fully Remote (UK) Salary: Up to £50,000 Job Type: Permanent We're looking for a Systems Analyst to join our Technology team and take ownership of several business-critical applications. This is a hands-on role where you'll provide 2nd line application support, maintain and improve business systems, write SQL queries and reports, and help support the organisation as legacy systems are replaced with modern SaaS platforms. You'll work closely with an outsourced IT support provider, taking ownership of issues that require deeper application, data or configuration knowledge. What you'll be doing Provide 2nd line support for business applications Configure and maintain business systems and workflows Write SQL queries to extract, analyse and troubleshoot data Build and maintain reports and dashboards Support Power Automate workflows and low-code solutions Monitor data quality and resolve data issues Support integrations between business systems Help with data migrations as legacy systems are retired Work with internal teams, suppliers and the managed service provider to resolve technical issues Identify opportunities to improve systems and business processes What we're looking for We're interested in people who have experience in most of the following: Systems Analyst, Application Support Analyst or Business Systems Analyst experience Strong SQL skills, including writing queries and troubleshooting data 2nd line application support experience Experience supporting CRM, ERP or other business systems Power Automate experience Reporting tools such as SSRS, Power BI or similar Experience working with system integrations or data migrations would be beneficial Good communication skills and the ability to manage multiple priorities What's on offer Fully remote working Salary up to £50,000 Permanent position Opportunity to work on a major programme of application modernisation A varied role with plenty of autonomy and responsibility
Jul 30, 2026
Full time
Systems Analyst Location: Fully Remote (UK) Salary: Up to £50,000 Job Type: Permanent We're looking for a Systems Analyst to join our Technology team and take ownership of several business-critical applications. This is a hands-on role where you'll provide 2nd line application support, maintain and improve business systems, write SQL queries and reports, and help support the organisation as legacy systems are replaced with modern SaaS platforms. You'll work closely with an outsourced IT support provider, taking ownership of issues that require deeper application, data or configuration knowledge. What you'll be doing Provide 2nd line support for business applications Configure and maintain business systems and workflows Write SQL queries to extract, analyse and troubleshoot data Build and maintain reports and dashboards Support Power Automate workflows and low-code solutions Monitor data quality and resolve data issues Support integrations between business systems Help with data migrations as legacy systems are retired Work with internal teams, suppliers and the managed service provider to resolve technical issues Identify opportunities to improve systems and business processes What we're looking for We're interested in people who have experience in most of the following: Systems Analyst, Application Support Analyst or Business Systems Analyst experience Strong SQL skills, including writing queries and troubleshooting data 2nd line application support experience Experience supporting CRM, ERP or other business systems Power Automate experience Reporting tools such as SSRS, Power BI or similar Experience working with system integrations or data migrations would be beneficial Good communication skills and the ability to manage multiple priorities What's on offer Fully remote working Salary up to £50,000 Permanent position Opportunity to work on a major programme of application modernisation A varied role with plenty of autonomy and responsibility
Our client is a market-leading provider of professional information and insight services, supporting organisations across the UK with trusted intelligence, compliance resources and industry expertise. Due to continued growth and investment, they are looking to strengthen their Sales & Marketing function with the appointment of a commercially focused, hands-on Data & Campaigns Manager. This is an exciting opportunity for an analytical and proactive individual who enjoys transforming data into actionable sales and marketing strategies, whilst driving campaign performance and business growth. Reporting into the Sales & Marketing leadership team, you will play a pivotal role in supporting both internal sales and marketing functions through data analysis, campaign management, reporting and process improvement. You will be responsible for creating and delivering targeted campaigns, maintaining data quality, producing meaningful business insights and identifying opportunities to improve efficiency through automation and enhanced data processes. Day to Day Review and validate lead sources to ensure data accuracy and campaign effectiveness. Analyse market trends and internal data to identify opportunities for targeted sales and marketing activity. Create, manage and optimise telesales and marketing campaigns within the CRM platform. Enrich and analyse data to support revenue growth and strategic decision-making. Develop and maintain automated reporting and data management processes. Identify and implement data validation, cleansing and enrichment tools. Produce, monitor and report on key performance indicators. Design and develop dashboards, visualisations and management reports. Monitor and audit data quality across multiple business functions. Gather and document business requirements from internal stakeholders. Analyse complex datasets and present clear, actionable recommendations to senior management. Support continuous improvement initiatives across sales and marketing operations. YOU? To be successful in this role, you will be a commercially minded data professional with a strong understanding of sales and marketing operations. You will ideally have: Proven experience in a Data Analyst, Campaign Manager, CRM Manager or similar role. Experience working with CRM systems, ideally Salesforce. A track record of delivering measurable results through data-led campaigns. Strong analytical skills with the ability to interpret complex datasets. Experience creating reports, dashboards and visualisations for business stakeholders. Knowledge of data management, validation and cleansing processes. Excellent communication and stakeholder management skills. An understanding of sales processes and campaign performance metrics. Strong organisational skills with the ability to manage multiple priorities. A proactive, self-motivated approach and a passion for continuous improvement. What's on Offer? Opportunity to join a recognised industry leader with a strong reputation and established customer base. A varied and impactful role with genuine influence across sales and marketing functions. Ongoing professional development and career progression opportunities. Supportive and collaborative working environment. Opportunity to contribute to major business growth initiatives. If you are passionate about data, campaign performance and turning insights into commercial results, I would be keen to hear from you. 51956CC INDHIN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jul 30, 2026
Full time
Our client is a market-leading provider of professional information and insight services, supporting organisations across the UK with trusted intelligence, compliance resources and industry expertise. Due to continued growth and investment, they are looking to strengthen their Sales & Marketing function with the appointment of a commercially focused, hands-on Data & Campaigns Manager. This is an exciting opportunity for an analytical and proactive individual who enjoys transforming data into actionable sales and marketing strategies, whilst driving campaign performance and business growth. Reporting into the Sales & Marketing leadership team, you will play a pivotal role in supporting both internal sales and marketing functions through data analysis, campaign management, reporting and process improvement. You will be responsible for creating and delivering targeted campaigns, maintaining data quality, producing meaningful business insights and identifying opportunities to improve efficiency through automation and enhanced data processes. Day to Day Review and validate lead sources to ensure data accuracy and campaign effectiveness. Analyse market trends and internal data to identify opportunities for targeted sales and marketing activity. Create, manage and optimise telesales and marketing campaigns within the CRM platform. Enrich and analyse data to support revenue growth and strategic decision-making. Develop and maintain automated reporting and data management processes. Identify and implement data validation, cleansing and enrichment tools. Produce, monitor and report on key performance indicators. Design and develop dashboards, visualisations and management reports. Monitor and audit data quality across multiple business functions. Gather and document business requirements from internal stakeholders. Analyse complex datasets and present clear, actionable recommendations to senior management. Support continuous improvement initiatives across sales and marketing operations. YOU? To be successful in this role, you will be a commercially minded data professional with a strong understanding of sales and marketing operations. You will ideally have: Proven experience in a Data Analyst, Campaign Manager, CRM Manager or similar role. Experience working with CRM systems, ideally Salesforce. A track record of delivering measurable results through data-led campaigns. Strong analytical skills with the ability to interpret complex datasets. Experience creating reports, dashboards and visualisations for business stakeholders. Knowledge of data management, validation and cleansing processes. Excellent communication and stakeholder management skills. An understanding of sales processes and campaign performance metrics. Strong organisational skills with the ability to manage multiple priorities. A proactive, self-motivated approach and a passion for continuous improvement. What's on Offer? Opportunity to join a recognised industry leader with a strong reputation and established customer base. A varied and impactful role with genuine influence across sales and marketing functions. Ongoing professional development and career progression opportunities. Supportive and collaborative working environment. Opportunity to contribute to major business growth initiatives. If you are passionate about data, campaign performance and turning insights into commercial results, I would be keen to hear from you. 51956CC INDHIN The Portfolio Group are acting on behalf of our client in recruiting for this position.
Our client is a market-leading provider of professional information and insight services, supporting organisations across the UK with trusted intelligence, compliance resources and industry expertise. Due to continued growth and investment, they are looking to strengthen their Sales & Marketing function with the appointment of a commercially focused, hands-on Data & Campaigns Manager. This is an exciting opportunity for an analytical and proactive individual who enjoys transforming data into actionable sales and marketing strategies, whilst driving campaign performance and business growth. Reporting into the Sales & Marketing leadership team, you will play a pivotal role in supporting both internal sales and marketing functions through data analysis, campaign management, reporting and process improvement. You will be responsible for creating and delivering targeted campaigns, maintaining data quality, producing meaningful business insights and identifying opportunities to improve efficiency through automation and enhanced data processes. Day to Day Review and validate lead sources to ensure data accuracy and campaign effectiveness. Analyse market trends and internal data to identify opportunities for targeted sales and marketing activity. Create, manage and optimise telesales and marketing campaigns within the CRM platform. Enrich and analyse data to support revenue growth and strategic decision-making. Develop and maintain automated reporting and data management processes. Identify and implement data validation, cleansing and enrichment tools. Produce, monitor and report on key performance indicators. Design and develop dashboards, visualisations and management reports. Monitor and audit data quality across multiple business functions. Gather and document business requirements from internal stakeholders. Analyse complex datasets and present clear, actionable recommendations to senior management. Support continuous improvement initiatives across sales and marketing operations. YOU? To be successful in this role, you will be a commercially minded data professional with a strong understanding of sales and marketing operations. You will ideally have: Proven experience in a Data Analyst, Campaign Manager, CRM Manager or similar role. Experience working with CRM systems, ideally Salesforce. A track record of delivering measurable results through data-led campaigns. Strong analytical skills with the ability to interpret complex datasets. Experience creating reports, dashboards and visualisations for business stakeholders. Knowledge of data management, validation and cleansing processes. Excellent communication and stakeholder management skills. An understanding of sales processes and campaign performance metrics. Strong organisational skills with the ability to manage multiple priorities. A proactive, self-motivated approach and a passion for continuous improvement. What's on Offer? Opportunity to join a recognised industry leader with a strong reputation and established customer base. A varied and impactful role with genuine influence across sales and marketing functions. Ongoing professional development and career progression opportunities. Supportive and collaborative working environment. Opportunity to contribute to major business growth initiatives. If you are passionate about data, campaign performance and turning insights into commercial results, I would be keen to hear from you. 51956CC1R INDLON The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jul 30, 2026
Full time
Our client is a market-leading provider of professional information and insight services, supporting organisations across the UK with trusted intelligence, compliance resources and industry expertise. Due to continued growth and investment, they are looking to strengthen their Sales & Marketing function with the appointment of a commercially focused, hands-on Data & Campaigns Manager. This is an exciting opportunity for an analytical and proactive individual who enjoys transforming data into actionable sales and marketing strategies, whilst driving campaign performance and business growth. Reporting into the Sales & Marketing leadership team, you will play a pivotal role in supporting both internal sales and marketing functions through data analysis, campaign management, reporting and process improvement. You will be responsible for creating and delivering targeted campaigns, maintaining data quality, producing meaningful business insights and identifying opportunities to improve efficiency through automation and enhanced data processes. Day to Day Review and validate lead sources to ensure data accuracy and campaign effectiveness. Analyse market trends and internal data to identify opportunities for targeted sales and marketing activity. Create, manage and optimise telesales and marketing campaigns within the CRM platform. Enrich and analyse data to support revenue growth and strategic decision-making. Develop and maintain automated reporting and data management processes. Identify and implement data validation, cleansing and enrichment tools. Produce, monitor and report on key performance indicators. Design and develop dashboards, visualisations and management reports. Monitor and audit data quality across multiple business functions. Gather and document business requirements from internal stakeholders. Analyse complex datasets and present clear, actionable recommendations to senior management. Support continuous improvement initiatives across sales and marketing operations. YOU? To be successful in this role, you will be a commercially minded data professional with a strong understanding of sales and marketing operations. You will ideally have: Proven experience in a Data Analyst, Campaign Manager, CRM Manager or similar role. Experience working with CRM systems, ideally Salesforce. A track record of delivering measurable results through data-led campaigns. Strong analytical skills with the ability to interpret complex datasets. Experience creating reports, dashboards and visualisations for business stakeholders. Knowledge of data management, validation and cleansing processes. Excellent communication and stakeholder management skills. An understanding of sales processes and campaign performance metrics. Strong organisational skills with the ability to manage multiple priorities. A proactive, self-motivated approach and a passion for continuous improvement. What's on Offer? Opportunity to join a recognised industry leader with a strong reputation and established customer base. A varied and impactful role with genuine influence across sales and marketing functions. Ongoing professional development and career progression opportunities. Supportive and collaborative working environment. Opportunity to contribute to major business growth initiatives. If you are passionate about data, campaign performance and turning insights into commercial results, I would be keen to hear from you. 51956CC1R INDLON The Portfolio Group are acting on behalf of our client in recruiting for this position.
Junior Application Support Analyst 25,000 - 30,000 + Benefits Liverpool On Site The Opportunity We're working with a growing consumer business that's investing heavily in its technology function and looking to appoint a Junior Application Support Analyst. This is an excellent opportunity for someone with 1-2 years' experience to develop their career within Application Support and Business Systems. You'll work across a range of core business applications, supporting day-to-day operations while gaining exposure to system enhancements, integrations and technology projects. If you're looking to build your technical knowledge within a supportive team and broaden your experience beyond traditional IT support, this is a fantastic opportunity. What You'll Be Doing Application Support Provide first-line support across a range of core business applications Investigate system, order and inventory-related issues Troubleshoot application problems and escalate more complex issues where required Maintain support documentation and knowledge articles Project Support Assist with user acceptance testing (UAT) for system changes and enhancements Support configuration and implementation activities Work alongside third-party technology partners on project delivery Keep project plans and support tickets up to date Continuous Improvement Develop expertise across the organisation's application landscape Identify recurring issues and recommend improvements Help improve support processes and documentation About You We're looking for someone who enjoys solving problems, has excellent attention to detail and is keen to develop a career within Business Systems and Application Support. You'll ideally have experience with: 1-2 years' experience within Application Support, IT Support or Business Systems Exposure to ERP, CRM or business applications Experience supporting ecommerce or customer-facing platforms would be beneficial Strong troubleshooting and analytical skills Excellent communication and stakeholder management Ability to prioritise multiple tasks in a fast-paced environment Any exposure to integrations, APIs, ticketing systems or warehouse management systems would be advantageous but isn't essential. Package 25,000 - 30,000 depending on experience Company pension Employee discount Additional wellbeing and lifestyle benefits Excellent opportunity to develop within a growing technology team This is an ideal opportunity for someone looking to take the next step in their technology career, gaining exposure to modern business systems, supporting business-critical applications and contributing to exciting technology projects within a growing organisation. Apply today with your most up-to-date CV! BH36701
Jul 30, 2026
Full time
Junior Application Support Analyst 25,000 - 30,000 + Benefits Liverpool On Site The Opportunity We're working with a growing consumer business that's investing heavily in its technology function and looking to appoint a Junior Application Support Analyst. This is an excellent opportunity for someone with 1-2 years' experience to develop their career within Application Support and Business Systems. You'll work across a range of core business applications, supporting day-to-day operations while gaining exposure to system enhancements, integrations and technology projects. If you're looking to build your technical knowledge within a supportive team and broaden your experience beyond traditional IT support, this is a fantastic opportunity. What You'll Be Doing Application Support Provide first-line support across a range of core business applications Investigate system, order and inventory-related issues Troubleshoot application problems and escalate more complex issues where required Maintain support documentation and knowledge articles Project Support Assist with user acceptance testing (UAT) for system changes and enhancements Support configuration and implementation activities Work alongside third-party technology partners on project delivery Keep project plans and support tickets up to date Continuous Improvement Develop expertise across the organisation's application landscape Identify recurring issues and recommend improvements Help improve support processes and documentation About You We're looking for someone who enjoys solving problems, has excellent attention to detail and is keen to develop a career within Business Systems and Application Support. You'll ideally have experience with: 1-2 years' experience within Application Support, IT Support or Business Systems Exposure to ERP, CRM or business applications Experience supporting ecommerce or customer-facing platforms would be beneficial Strong troubleshooting and analytical skills Excellent communication and stakeholder management Ability to prioritise multiple tasks in a fast-paced environment Any exposure to integrations, APIs, ticketing systems or warehouse management systems would be advantageous but isn't essential. Package 25,000 - 30,000 depending on experience Company pension Employee discount Additional wellbeing and lifestyle benefits Excellent opportunity to develop within a growing technology team This is an ideal opportunity for someone looking to take the next step in their technology career, gaining exposure to modern business systems, supporting business-critical applications and contributing to exciting technology projects within a growing organisation. Apply today with your most up-to-date CV! BH36701
Business Analyst (SC Cleared) 6 Month Initial Contract Hybrid / London VIQU are seeking an experienced SC Cleared Business Analyst to support a major technology and business transformation programme within a leading financial institution. Working across complex change initiatives, the successful Business Analyst will collaborate with business and technology stakeholders to define requirements, analyse processes, manage product backlogs, and support the delivery of strategic technology solutions. Role Responsibilities Elicit, analyse, document and manage complex business and solution requirements across large-scale transformation initiatives. Facilitate workshops and stakeholder sessions to gather requirements, validate solutions and build consensus. Produce key analysis artefacts including process maps, user stories, data models, acceptance criteria and business cases. Conduct current and future state analysis, impact assessments and business process improvement activities. Work closely with Product Managers, Development and Testing teams to define, prioritise and manage product backlogs. Support the successful delivery of technology and business change initiatives through effective stakeholder engagement and requirements traceability. Key Skills and Experience Required Proven experience as a Business Analyst within Banking, or Financial Services environments, with solid experience delivering change initiatives. Expertise in requirements gathering, process modelling, business analysis methodologies and stakeholder management. Expertise in at least one of the following areas: Financial Crime, ERP, Data Business Analysis, Risk & Collateral Management, Financial Markets & Post-Trade Operations, or CRM. Experience working across Agile, Product-led and/or Waterfall delivery environments. Ability to translate business requirements into user stories, acceptance criteria and detailed analysis artefacts. Strong analytical, problem-solving and communication skills, with the ability to engage technical and non-technical stakeholders. Role details: Job role: Business Analyst Job type: Contract Duration: 6-month initial contract Rate: £550 - £650 per day IR35 status: Inside IR35 Location: Hybrid London Security: SC Clearance Apply now to speak with VIQU IT in confidence. Or reach out to Suzie Stone via the VIQU IT website. Do you know someone great? We ll thank you with up to £1,000 if your referral is successful (terms apply). For more exciting roles and opportunities like this, please follow us on IT Recruitment.
Jul 30, 2026
Contractor
Business Analyst (SC Cleared) 6 Month Initial Contract Hybrid / London VIQU are seeking an experienced SC Cleared Business Analyst to support a major technology and business transformation programme within a leading financial institution. Working across complex change initiatives, the successful Business Analyst will collaborate with business and technology stakeholders to define requirements, analyse processes, manage product backlogs, and support the delivery of strategic technology solutions. Role Responsibilities Elicit, analyse, document and manage complex business and solution requirements across large-scale transformation initiatives. Facilitate workshops and stakeholder sessions to gather requirements, validate solutions and build consensus. Produce key analysis artefacts including process maps, user stories, data models, acceptance criteria and business cases. Conduct current and future state analysis, impact assessments and business process improvement activities. Work closely with Product Managers, Development and Testing teams to define, prioritise and manage product backlogs. Support the successful delivery of technology and business change initiatives through effective stakeholder engagement and requirements traceability. Key Skills and Experience Required Proven experience as a Business Analyst within Banking, or Financial Services environments, with solid experience delivering change initiatives. Expertise in requirements gathering, process modelling, business analysis methodologies and stakeholder management. Expertise in at least one of the following areas: Financial Crime, ERP, Data Business Analysis, Risk & Collateral Management, Financial Markets & Post-Trade Operations, or CRM. Experience working across Agile, Product-led and/or Waterfall delivery environments. Ability to translate business requirements into user stories, acceptance criteria and detailed analysis artefacts. Strong analytical, problem-solving and communication skills, with the ability to engage technical and non-technical stakeholders. Role details: Job role: Business Analyst Job type: Contract Duration: 6-month initial contract Rate: £550 - £650 per day IR35 status: Inside IR35 Location: Hybrid London Security: SC Clearance Apply now to speak with VIQU IT in confidence. Or reach out to Suzie Stone via the VIQU IT website. Do you know someone great? We ll thank you with up to £1,000 if your referral is successful (terms apply). For more exciting roles and opportunities like this, please follow us on IT Recruitment.
Applications Support Analyst (Microsoft 365 & AI) Salary: 45,000 - 55,000 per annum (DOE) Job Type: Fixed-Term Contract (up to 18 Months) Location: Central London Working Pattern: Full-time, Hybrid About the Opportunity We are recruiting on behalf of a prestigious and long-established organisation seeking an Applications Support Analyst (Microsoft 365 & AI) to support the continued development of its digital workplace and business systems environment. This is an excellent opportunity for an experienced support professional who enjoys working across applications, Microsoft 365 technologies, user support, and digital improvement initiatives. The successful candidate will play a key role in ensuring colleagues are supported effectively while helping drive adoption of modern workplace technologies, automation tools, and AI-enabled solutions. About the Company Our client is a historic and trusted UK institution with a long-standing reputation for excellence in specialist services. While deeply rooted in tradition, the organisation is actively investing in modernisation, digital platforms, and customer experience improvements to ensure it remains a leading provider in its field. Your Roles and Responsibilities Provide 1st and 2nd line support across business applications and end-user technologies. Support and maintain key platforms including CRM, finance, HR, membership, event management and SaaS applications. Troubleshoot system, access, and Microsoft 365 issues, ensuring incidents are managed through to resolution. Work with users to understand operational challenges and identify opportunities to improve processes and system usage. Coordinate with external software vendors and managed service providers to resolve issues and implement changes. Assist with application upgrades, testing activities, release validation and user communications. Create and maintain knowledge articles, support documentation, user guides and operational procedures. Support Microsoft 365 services including Teams, SharePoint, OneDrive and Outlook. Contribute to data quality, reporting and system administration activities. Support the introduction and adoption of AI and automation technologies across the organisation. Promote best practice around information security, user access management and data governance. Your Skills and Experience Previous experience in an Application Support Analyst, Business Systems Support Analyst, IT Support Analyst or similar role. Experience supporting business systems such as CRM, ERP, finance, HR, membership, event management or other SaaS platforms. Strong Microsoft 365 experience including Teams, SharePoint, OneDrive, Outlook and Exchange Online. Experience working within an IT Service Management environment using tools such as ServiceNow, Freshservice, Jira Service Management or similar. Strong troubleshooting, incident management and problem-solving skills. Experience working with third-party suppliers and technology partners. Ability to translate user requirements into practical system improvements and support solutions. Experience creating user documentation, knowledge base content and support materials. Excellent communication skills with the ability to explain technical concepts to non-technical audiences. Strong customer service focus with a proactive and collaborative approach. Understanding of data protection, information governance and secure system administration practices. Desirable: Exposure to Microsoft Copilot or Claude or other workplace AI tools. Experience with Power Automate, Power Apps or other low-code technologies. Microsoft 365 or Power Platform certifications. Experience working within membership, charity, education, heritage or professional services environments. Please note the application closing date is 17 August 2026. To apply for the Applications Support Analyst (Microsoft 365 & AI) role, please submit your CV. Suitable applicants will be contacted to discuss the opportunity in more detail. We are a recruitment company that specialises in projects and programmes.
Jul 30, 2026
Contractor
Applications Support Analyst (Microsoft 365 & AI) Salary: 45,000 - 55,000 per annum (DOE) Job Type: Fixed-Term Contract (up to 18 Months) Location: Central London Working Pattern: Full-time, Hybrid About the Opportunity We are recruiting on behalf of a prestigious and long-established organisation seeking an Applications Support Analyst (Microsoft 365 & AI) to support the continued development of its digital workplace and business systems environment. This is an excellent opportunity for an experienced support professional who enjoys working across applications, Microsoft 365 technologies, user support, and digital improvement initiatives. The successful candidate will play a key role in ensuring colleagues are supported effectively while helping drive adoption of modern workplace technologies, automation tools, and AI-enabled solutions. About the Company Our client is a historic and trusted UK institution with a long-standing reputation for excellence in specialist services. While deeply rooted in tradition, the organisation is actively investing in modernisation, digital platforms, and customer experience improvements to ensure it remains a leading provider in its field. Your Roles and Responsibilities Provide 1st and 2nd line support across business applications and end-user technologies. Support and maintain key platforms including CRM, finance, HR, membership, event management and SaaS applications. Troubleshoot system, access, and Microsoft 365 issues, ensuring incidents are managed through to resolution. Work with users to understand operational challenges and identify opportunities to improve processes and system usage. Coordinate with external software vendors and managed service providers to resolve issues and implement changes. Assist with application upgrades, testing activities, release validation and user communications. Create and maintain knowledge articles, support documentation, user guides and operational procedures. Support Microsoft 365 services including Teams, SharePoint, OneDrive and Outlook. Contribute to data quality, reporting and system administration activities. Support the introduction and adoption of AI and automation technologies across the organisation. Promote best practice around information security, user access management and data governance. Your Skills and Experience Previous experience in an Application Support Analyst, Business Systems Support Analyst, IT Support Analyst or similar role. Experience supporting business systems such as CRM, ERP, finance, HR, membership, event management or other SaaS platforms. Strong Microsoft 365 experience including Teams, SharePoint, OneDrive, Outlook and Exchange Online. Experience working within an IT Service Management environment using tools such as ServiceNow, Freshservice, Jira Service Management or similar. Strong troubleshooting, incident management and problem-solving skills. Experience working with third-party suppliers and technology partners. Ability to translate user requirements into practical system improvements and support solutions. Experience creating user documentation, knowledge base content and support materials. Excellent communication skills with the ability to explain technical concepts to non-technical audiences. Strong customer service focus with a proactive and collaborative approach. Understanding of data protection, information governance and secure system administration practices. Desirable: Exposure to Microsoft Copilot or Claude or other workplace AI tools. Experience with Power Automate, Power Apps or other low-code technologies. Microsoft 365 or Power Platform certifications. Experience working within membership, charity, education, heritage or professional services environments. Please note the application closing date is 17 August 2026. To apply for the Applications Support Analyst (Microsoft 365 & AI) role, please submit your CV. Suitable applicants will be contacted to discuss the opportunity in more detail. We are a recruitment company that specialises in projects and programmes.
Michael Page are proud to partnering with Shropshire Fire & Rescue Service to support in the next phase of enhancing their Data Analytics and Reporting capabilities. As part of this evolution, they are seeking to appoint a Business Intelligence & Data Team Lead who will play a key role within the Digital and Data function to ensure high quality insights, robust governance, and effective data-driven decision making across the organisation. Client Details Shropshire Fire & Rescue Service Description Michael Page are proud to partnering with Shropshire Fire & Rescue Service to support in the next phase of enhancing their Data Analytics and Reporting capabilities. As part of this evolution, they are seeking to appoint a Business Intelligence & Data Team Lead who will play a key role within the Digital and Data function to ensure high quality insights, robust governance, and effective data-driven decision making across the organisation. This role is responsible for overseeing the delivery of reporting and analytical products (e.g. Power BI), maintaining data quality and data governance frameworks, and ensuring that SFRS aligns to national standards including the NFCC Data Management Fire Standard. The Data Team Lead will manage the Service's data team, fostering a high performing, collaborative and innovative culture. The post holder will work across departments to understand organisational needs, develop reporting solutions, and ensure the effective use of data to support the CRMP, corporate performance, community safety, operational response, and strategic planning. The role requires a minimum of 2 days per week onsite at their Headquarters in Shrewsbury. Key Responsibilities Leadership and Team Management Lead, manage, and develop a team of data analysts, ensuring capability, performance, and wellbeing. Provide direction on analytical priorities, balancing operational, strategic and statutory reporting needs. Promote a culture of continuous improvement, innovation and professional development. Support the Head of Digital and Data in embedding high standards of governance, ethics, and data quality across the organisation. Data Governance & Quality Management Implement and maintain data governance practices in line with NFCC standards and legislation. Monitor data quality, establishing controls to ensure accuracy, consistency, and reliability of key datasets. Support organisational compliance with GDPR, Data Protection Act, Information Security policies, and ethical data usage. Data Reporting & Visualisation Oversee the development of dashboards, reports, and performance frameworks using tools such as Power BI (DAX / Power Query etc). Ensure that analytical work applies appropriate statistical, quantitative and qualitative methods. Ensure that data visualisation outputs are accessible, user centred, and aligned to corporate reporting requirements. Engage with service areas to continuously improve reporting and analytical services with a view to enhancing end user / self-service capabilities Technology, Tools & Data Platforms Maintain awareness of emerging data technologies and advise on their relevance to SFRS. Oversee Data Integration and data outputs using SQL, SSIS, SSRS and PowerBI (incl. DAX / Power Query etc) Lead the adoption, configuration, and optimisation of data analytics tools, data warehouse environments, and reporting platforms. Contribute to the development of SFRS's data architecture and long term data capability. Organisational and Sector-wide Responsibilities Uphold and promote the NFCC Core Code of Ethics and SFRS Values. Support compliance with Health & Safety, Equality, Safeguarding, Information Security and Business Continuity policies. Contribute to sector-wide initiatives, national data standards, and collaborative work with partners where required. Project & Workload Management Working within an agile framework, plan and manage data projects and activities, ensuring scope, timelines and quality standards are met. Lead sprint planning sessions / daily standups Identify risks and dependencies, implementing mitigation where required. Ensure alignment between data project outputs and organisational objectives including the CRMP, Service Plan, and the digital and data roadmap. Profile Key Skills & Experience Degree in a relevant field (Essential) Commitment to continuous professional development (Essential) Proven experience in a data analysis or data management role (Essential) Experience with Power BI / DAX / Power Query (Essential) Strong proficiency in SQL / SSIS / SSRS is essential, further analytical tools and programming languages (e.g. Python and R) is desirable Experience with data warehousing technologies (e.g., Azure) (Desirable) Knowledge or experience of fire sector, emergency services or similar public sector environment (Desirable) Excellent analytical and problem solving skills Strong communication and interpersonal abilities Ability to work collaboratively and manage stakeholder expectations Understanding of data governance, GDPR and data quality principles Job Offer Opportunity to join in a newly created role Opportunity to lead on analytics and reporting capability enhancement
Jul 29, 2026
Full time
Michael Page are proud to partnering with Shropshire Fire & Rescue Service to support in the next phase of enhancing their Data Analytics and Reporting capabilities. As part of this evolution, they are seeking to appoint a Business Intelligence & Data Team Lead who will play a key role within the Digital and Data function to ensure high quality insights, robust governance, and effective data-driven decision making across the organisation. Client Details Shropshire Fire & Rescue Service Description Michael Page are proud to partnering with Shropshire Fire & Rescue Service to support in the next phase of enhancing their Data Analytics and Reporting capabilities. As part of this evolution, they are seeking to appoint a Business Intelligence & Data Team Lead who will play a key role within the Digital and Data function to ensure high quality insights, robust governance, and effective data-driven decision making across the organisation. This role is responsible for overseeing the delivery of reporting and analytical products (e.g. Power BI), maintaining data quality and data governance frameworks, and ensuring that SFRS aligns to national standards including the NFCC Data Management Fire Standard. The Data Team Lead will manage the Service's data team, fostering a high performing, collaborative and innovative culture. The post holder will work across departments to understand organisational needs, develop reporting solutions, and ensure the effective use of data to support the CRMP, corporate performance, community safety, operational response, and strategic planning. The role requires a minimum of 2 days per week onsite at their Headquarters in Shrewsbury. Key Responsibilities Leadership and Team Management Lead, manage, and develop a team of data analysts, ensuring capability, performance, and wellbeing. Provide direction on analytical priorities, balancing operational, strategic and statutory reporting needs. Promote a culture of continuous improvement, innovation and professional development. Support the Head of Digital and Data in embedding high standards of governance, ethics, and data quality across the organisation. Data Governance & Quality Management Implement and maintain data governance practices in line with NFCC standards and legislation. Monitor data quality, establishing controls to ensure accuracy, consistency, and reliability of key datasets. Support organisational compliance with GDPR, Data Protection Act, Information Security policies, and ethical data usage. Data Reporting & Visualisation Oversee the development of dashboards, reports, and performance frameworks using tools such as Power BI (DAX / Power Query etc). Ensure that analytical work applies appropriate statistical, quantitative and qualitative methods. Ensure that data visualisation outputs are accessible, user centred, and aligned to corporate reporting requirements. Engage with service areas to continuously improve reporting and analytical services with a view to enhancing end user / self-service capabilities Technology, Tools & Data Platforms Maintain awareness of emerging data technologies and advise on their relevance to SFRS. Oversee Data Integration and data outputs using SQL, SSIS, SSRS and PowerBI (incl. DAX / Power Query etc) Lead the adoption, configuration, and optimisation of data analytics tools, data warehouse environments, and reporting platforms. Contribute to the development of SFRS's data architecture and long term data capability. Organisational and Sector-wide Responsibilities Uphold and promote the NFCC Core Code of Ethics and SFRS Values. Support compliance with Health & Safety, Equality, Safeguarding, Information Security and Business Continuity policies. Contribute to sector-wide initiatives, national data standards, and collaborative work with partners where required. Project & Workload Management Working within an agile framework, plan and manage data projects and activities, ensuring scope, timelines and quality standards are met. Lead sprint planning sessions / daily standups Identify risks and dependencies, implementing mitigation where required. Ensure alignment between data project outputs and organisational objectives including the CRMP, Service Plan, and the digital and data roadmap. Profile Key Skills & Experience Degree in a relevant field (Essential) Commitment to continuous professional development (Essential) Proven experience in a data analysis or data management role (Essential) Experience with Power BI / DAX / Power Query (Essential) Strong proficiency in SQL / SSIS / SSRS is essential, further analytical tools and programming languages (e.g. Python and R) is desirable Experience with data warehousing technologies (e.g., Azure) (Desirable) Knowledge or experience of fire sector, emergency services or similar public sector environment (Desirable) Excellent analytical and problem solving skills Strong communication and interpersonal abilities Ability to work collaboratively and manage stakeholder expectations Understanding of data governance, GDPR and data quality principles Job Offer Opportunity to join in a newly created role Opportunity to lead on analytics and reporting capability enhancement
Data Analyst - Boston, Lincs - Attractive salary ALH Recruitment are looking to recruit a Data Analyst for our client who lead their industry and are based in Boston, Lincolnshire. Data Analyst role: We're looking for a Data Analyst to join our client's team and help turn data from across the business into clear, actionable insight. You'll work closely with operations, sales and finance to pull data from our ERP, CRM and other core systems, clean and transform it, and build dashboards and reports that support day-to-day decision-making. This is a hands-on role for someone who enjoys getting into the detail of messy data and turning it into something people can actually use. What You'll Be Doing Extracting data from our ERP, CRM and other business systems Cleaning, transforming and validating data to ensure accuracy and consistency Designing and building dashboards and reports for different teams across the business Writing and optimising SQL queries to pull and manipulate data from multiple sources Identifying trends, patterns and opportunities for improvement through data analysis Working with stakeholders to understand reporting needs and translate them into practical solutions Maintaining and improving existing reports and data models over time What They're Looking For Working knowledge of SQL (writing queries, joins, aggregations) Experience with a data visualisation tool such as Power BI, Tableau or Qlik Power BI and DAX experience preferred Experience extracting and working with data from ERP and/or CRM systems Comfortable cleaning and transforming raw, imperfect data Good attention to detail and a methodical approach to problem-solving Strong communication skills, able to explain data findings to non-technical colleagues Nice to Have Experience with Power Query / ETL tools Familiarity with Excel (advanced formulas, Power Pivot) API knowledge If you feel you have the skills and experience to step into this exciting Data Analyst role, please apply below:
Jul 29, 2026
Full time
Data Analyst - Boston, Lincs - Attractive salary ALH Recruitment are looking to recruit a Data Analyst for our client who lead their industry and are based in Boston, Lincolnshire. Data Analyst role: We're looking for a Data Analyst to join our client's team and help turn data from across the business into clear, actionable insight. You'll work closely with operations, sales and finance to pull data from our ERP, CRM and other core systems, clean and transform it, and build dashboards and reports that support day-to-day decision-making. This is a hands-on role for someone who enjoys getting into the detail of messy data and turning it into something people can actually use. What You'll Be Doing Extracting data from our ERP, CRM and other business systems Cleaning, transforming and validating data to ensure accuracy and consistency Designing and building dashboards and reports for different teams across the business Writing and optimising SQL queries to pull and manipulate data from multiple sources Identifying trends, patterns and opportunities for improvement through data analysis Working with stakeholders to understand reporting needs and translate them into practical solutions Maintaining and improving existing reports and data models over time What They're Looking For Working knowledge of SQL (writing queries, joins, aggregations) Experience with a data visualisation tool such as Power BI, Tableau or Qlik Power BI and DAX experience preferred Experience extracting and working with data from ERP and/or CRM systems Comfortable cleaning and transforming raw, imperfect data Good attention to detail and a methodical approach to problem-solving Strong communication skills, able to explain data findings to non-technical colleagues Nice to Have Experience with Power Query / ETL tools Familiarity with Excel (advanced formulas, Power Pivot) API knowledge If you feel you have the skills and experience to step into this exciting Data Analyst role, please apply below:
We are recruiting for our client who are a B2B fintech lender looking for a Credit Underwriter to join our growing team. In this pivotal role, you will be responsible for evaluating new business loan applications, assessing risk, and supporting informed lending decisions. You will analyse financial information, liaise with internal risk teams where necessary, and contribute to delivering a high-quality underwriting process while maintaining excellent customer service. Key Responsibilities Evaluate the creditworthiness and risk of business loan applications by analysing financial information, including income, business bank statements, HMRC overviews, and contractual agreements. Use financial, credit, market, and industry data to assess lending risk and make informed recommendations. Speak with applicants by telephone to discuss findings, clarify information, and build a clear understanding of their business and funding requirements. Ensure compliance with all relevant lending regulations, internal policies, and underwriting procedures. Prepare and present lending recommendations, outlining applicants' financial strengths, weaknesses, and other relevant factors. Work closely with Business Development, Broker Management, and other internal teams to obtain information and resolve application queries. Deliver excellent customer service by responding promptly to applicant enquiries and communicating decisions clearly and professionally. Maintain up-to-date knowledge of the company's lending products and underwriting standards. Ensure all work is completed with appropriate due diligence, and flag any Anti-Money Laundering (AML) concerns in line with company procedures. Required Qualifications & Skills Excellent telephone manner and communication skills, with confidence speaking to customers from a wide range of backgrounds. Experience using CRM systems and data analysis tools. Strong organisational skills and excellent attention to detail. Fluent English, both written and spoken. Ability to thrive in a fast-paced, team-oriented office environment. Benefits & Perks Company pension contribution. Gym membership or wellness benefit. Private healthcare following successful completion of probation. Performance-related bonus scheme. Generous annual leave entitlement, plus bank holidays, with additional holiday awarded for length of service. Enhanced maternity and paternity pay. Childcare salary sacrifice scheme. Why Join Us? We're a growing financial services business with an ambitious and collaborative culture. This is an exciting opportunity to join a supportive team where you'll have the chance to develop your career, expand your expertise, and contribute to a business committed to helping SMEs access funding. Equal Opportunities We are an equal opportunity employer and are committed to creating an inclusive workplace where everyone is treated fairly and with respect. We welcome applications from individuals of all backgrounds.
Jul 29, 2026
Full time
We are recruiting for our client who are a B2B fintech lender looking for a Credit Underwriter to join our growing team. In this pivotal role, you will be responsible for evaluating new business loan applications, assessing risk, and supporting informed lending decisions. You will analyse financial information, liaise with internal risk teams where necessary, and contribute to delivering a high-quality underwriting process while maintaining excellent customer service. Key Responsibilities Evaluate the creditworthiness and risk of business loan applications by analysing financial information, including income, business bank statements, HMRC overviews, and contractual agreements. Use financial, credit, market, and industry data to assess lending risk and make informed recommendations. Speak with applicants by telephone to discuss findings, clarify information, and build a clear understanding of their business and funding requirements. Ensure compliance with all relevant lending regulations, internal policies, and underwriting procedures. Prepare and present lending recommendations, outlining applicants' financial strengths, weaknesses, and other relevant factors. Work closely with Business Development, Broker Management, and other internal teams to obtain information and resolve application queries. Deliver excellent customer service by responding promptly to applicant enquiries and communicating decisions clearly and professionally. Maintain up-to-date knowledge of the company's lending products and underwriting standards. Ensure all work is completed with appropriate due diligence, and flag any Anti-Money Laundering (AML) concerns in line with company procedures. Required Qualifications & Skills Excellent telephone manner and communication skills, with confidence speaking to customers from a wide range of backgrounds. Experience using CRM systems and data analysis tools. Strong organisational skills and excellent attention to detail. Fluent English, both written and spoken. Ability to thrive in a fast-paced, team-oriented office environment. Benefits & Perks Company pension contribution. Gym membership or wellness benefit. Private healthcare following successful completion of probation. Performance-related bonus scheme. Generous annual leave entitlement, plus bank holidays, with additional holiday awarded for length of service. Enhanced maternity and paternity pay. Childcare salary sacrifice scheme. Why Join Us? We're a growing financial services business with an ambitious and collaborative culture. This is an exciting opportunity to join a supportive team where you'll have the chance to develop your career, expand your expertise, and contribute to a business committed to helping SMEs access funding. Equal Opportunities We are an equal opportunity employer and are committed to creating an inclusive workplace where everyone is treated fairly and with respect. We welcome applications from individuals of all backgrounds.
Rose & Young Recruitment Ltd
Daventry, Northamptonshire
Business Intelligence Analyst, Daventry c£45,000 - £50,000 per annum (depending on experience) Permanent role 100% Office-based - Daventry The Sales Intelligence Analyst is responsible for managing and optimising Salesforce CRM while delivering accurate reporting, analysis and commercial insights that support business growth. Working closely with the Commercial, Sales and Marketing teams, the role will ensure data integrity, develop meaningful dashboards and reports, identify sales trends and opportunities, and provide recommendations that improve sales performance, customer engagement and operational efficiency. Key Responsibilities Salesforce & CRM Management Maintain the accuracy, integrity and effectiveness of the Salesforce CRM database. Develop, maintain and improve Salesforce dashboards, reports and analytics. Monitor data quality and implement processes to improve CRM governance. Identify opportunities to enhance Salesforce functionality, workflows and automation. Provide user support, guidance and training on Salesforce best practices. Sales Intelligence & Reporting Analyse sales pipeline performance, forecasts, conversion rates and key KPIs. Produce regular sales reports, dashboards and management information. Analyse customer behaviour, sales trends and market performance to identify opportunities. Support territory planning, customer segmentation and sales target setting. Evaluate dealer and distributor performance through data analysis. Commercial Support Deliver data-driven insights to support strategic decision-making. Support Sales and Marketing with campaign analysis, lead reporting and targeted customer data. Develop reporting solutions that improve business visibility and reduce manual administration. Work collaboratively with stakeholders to identify opportunities for continuous improvement. Person Specification Essential Qualifications Degree in Business, Marketing, Economics, Computer Science, Data Analytics or a related discipline, or equivalent commercial experience. Experience Previous experience in a Sales Intelligence, Sales Operations, Commercial Analyst or Business Analyst role. Extensive experience using Salesforce CRM, including reports and dashboards. Strong understanding of B2B sales processes and CRM data management. Advanced Microsoft Excel skills. Experience analysing data and presenting commercial insights to stakeholders. Desirable Experience with Salesforce CRM Analytics. Experience using Power BI or similar Business Intelligence tools. Knowledge of database management and data visualisation.
Jul 29, 2026
Full time
Business Intelligence Analyst, Daventry c£45,000 - £50,000 per annum (depending on experience) Permanent role 100% Office-based - Daventry The Sales Intelligence Analyst is responsible for managing and optimising Salesforce CRM while delivering accurate reporting, analysis and commercial insights that support business growth. Working closely with the Commercial, Sales and Marketing teams, the role will ensure data integrity, develop meaningful dashboards and reports, identify sales trends and opportunities, and provide recommendations that improve sales performance, customer engagement and operational efficiency. Key Responsibilities Salesforce & CRM Management Maintain the accuracy, integrity and effectiveness of the Salesforce CRM database. Develop, maintain and improve Salesforce dashboards, reports and analytics. Monitor data quality and implement processes to improve CRM governance. Identify opportunities to enhance Salesforce functionality, workflows and automation. Provide user support, guidance and training on Salesforce best practices. Sales Intelligence & Reporting Analyse sales pipeline performance, forecasts, conversion rates and key KPIs. Produce regular sales reports, dashboards and management information. Analyse customer behaviour, sales trends and market performance to identify opportunities. Support territory planning, customer segmentation and sales target setting. Evaluate dealer and distributor performance through data analysis. Commercial Support Deliver data-driven insights to support strategic decision-making. Support Sales and Marketing with campaign analysis, lead reporting and targeted customer data. Develop reporting solutions that improve business visibility and reduce manual administration. Work collaboratively with stakeholders to identify opportunities for continuous improvement. Person Specification Essential Qualifications Degree in Business, Marketing, Economics, Computer Science, Data Analytics or a related discipline, or equivalent commercial experience. Experience Previous experience in a Sales Intelligence, Sales Operations, Commercial Analyst or Business Analyst role. Extensive experience using Salesforce CRM, including reports and dashboards. Strong understanding of B2B sales processes and CRM data management. Advanced Microsoft Excel skills. Experience analysing data and presenting commercial insights to stakeholders. Desirable Experience with Salesforce CRM Analytics. Experience using Power BI or similar Business Intelligence tools. Knowledge of database management and data visualisation.
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Jul 29, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
