CRM and Data Analyst

SFE & CRM Analyst

Location: Maidenhead (Office-based)
Pay rate: 14.49 per hour

Role Overview

This role supports customer engagement and sales force effectiveness through CRM operations, reporting, and analytics. The position focuses on managing healthcare professional registrations and Salesforce data, while also supporting reporting, performance tracking, and digital tools used by customer-facing teams.

Key Responsibilities

CRM & Customer Portal Support

• Manage customer data updates and registration requests in Salesforce (SFDC)

• Match and merge customer records with the OneKey database

• Track completed and incomplete customer registrations

• Troubleshoot and escalate customer issues where needed

• Support customer service and e-solutions teams

• Review portal analytics and engagement data

• Assist with operational tasks such as sample loading, inventory checks, and target list validation

Sales Force Effectiveness (SFE)

• Produce and manage SFE reports to track sales team performance

• Support the SFE Manager with reporting and analytics

• Train new starters on digital tools including Power BI dashboards and IQVIA Healthcare Insights

• Respond to internal reporting and data requests

• Identify and communicate performance trends to managers

• Support quarterly segmentation reporting and target list validation

• Help organise and categorise reports for customer engagement analytics

Skills & Experience

Required

• Administrative or operational work experience

• Strong attention to detail

• Good communication and problem-solving skills

• Ability to manage deadlines and prioritise workload

• Confident using data and reporting tools

• Fluent English

Preferred

• Experience using Excel or spreadsheets

• Customer service experience

• Experience with CRM systems such as Salesforce

Personal Qualities

• Positive, proactive attitude

• Logical and organised thinker

• Comfortable analysing data and presenting insights

• Team player with strong customer focus

Additional Information

Employees are expected to follow company policies, including health, safety, environmental, and quality standards.