Commercial Data Analyst

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

We are looking for a talented Commercial Data Analyst to join our established team, focusing on leveraging our group-wide CRM platform, DealCloud (internally referred to as OneView). As a key member of the team, you will play a crucial role in optimizing our user interactions and leveraging our CRM platform (DealCloud) to drive business growth. The ideal candidate possesses a strong analytical mindset, excellent communication skills, and a deep understanding of CRM solutions to enhance user engagement and maintain data quality within the platform.

Responsibilities:

CRM Strategy Development

• Collaborate with cross-functional teams to design and implement effective CRM strategies aligned with business objectives.
• Analyze user trends and behavior to identify opportunities for CRM system enhancement.

Platform Management

• Contribute to the administration and maintenance of the CRM platform.
• Customize and configure the CRM system to meet specific business needs.
• Ensure data accuracy, consistency, and security within the CRM database.
• Ongoing management of predefined data points within the system to ensure all mandatory data is up to date.

Data Analysis and Reporting:

• Utilize data analytics to derive insights into user behavior, preferences, and trends.
• Generate regular reports to assess the performance of CRM initiatives and recommend improvements.
• Accountable for completing data hygiene tasks and related processes.

User Training and Support:

• Conduct training sessions for users on effective utilization of the CRM system.
• Provide ongoing support to users, addressing queries and troubleshooting issues.
• Ensure clear lines of communication to users to advise of updated data requirements in the client lifecycle and errors in data.

User Engagement Enhancements:

• Collaborate with commercial team to develop targeted user engagement strategies.
• Implement automated workflows and communication processes to enhance user interactions.                

Tasks (What does the role do on a day-to-day basis)

• Support Senior Business Analyst in management and hygiene of DealCloud data.
• Support users with data queries and the overall use of DealCloud from a commercial perspective.
• Completing data quality checks and implementing pre-defined processes.
• Work with the wider business to build relationships with users and promote best practice of DealCloud. 
• Responsible for maintaining relationships with key stakeholders across the broader group to support improvement and growth in system capability, reporting business needs to OneView Manager and technology owner.
• Responsible for developing standard communication to users to advise of updated data requirements in the client lifecycle and errors in data.

Qualifications

Key behaviours we expect to see:                                                            

Key behaviors we expect to see from our Commercial Data Analyst include proactive collaboration, meticulous attention to detail, and a commitment to continuous improvement. As part of an established team, they should demonstrate a willingness to share knowledge and expertise, contributing to a culture of learning and growth. Strong communication skills are essential, enabling effective engagement with stakeholders across various departments. This role requires adaptability and problem-solving abilities to navigate complex data challenges and drive innovative solutions. Additionally, a user-centric approach and a focus on delivering value through actionable insights are integral to success in this position. Finally, a high level of integrity and professionalism is expected, ensuring the responsible handling of sensitive data and adherence to ethical standards.

Required experience:

Education

• Bachelor's degree in Business Administration, Finance, Statistics, or related field preferred

Background experience

• A good understanding of the business / a solid background in working within an established and growing business. Ability to thrive in a fast-paced, dynamic environment, managing multiple priorities with attention to detail.

Management & relationship skills

• Proven record of building and managing relationships. Strong analytical skills with the ability to collaborate effectively with diverse stakeholders to translate complex data into actionable insights  

Presentation and negotiation skills

• Excellent communication and interpersonal skills, with a demonstrated ability to work effectively as part of a team.

Technical knowledge/experience

• Knowledge and use of current CRM system(s) is preferable / DealCloud experience would be an advantage. Accomplished in the use of excel and data management.

Company, product and market knowledge

• A high-level understanding of the broader group offering to assist with promoting adoption of the system internally

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.