CRM Business Analyst

Job Description

At Aberdeen our ambition is to be the UKs leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industrys best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients customers colleagues shareholders and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service supported by leading technology and talent.

Aberdeen comprises three businesses interactive investor (ii) Investments and Adviser each of which focuses on meeting and adapting to our clients evolving needs:

• Interactive investor the UKs second largest direct-to-consumer investment platform enables individuals in the UK to plan save and invest in the way that works for them.

• Our Adviser business provides financial planning solutions and technology for UK financial advisers enabling them to create value for their customers.

• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market through either public markets or alternative asset classes.

Role Context

The CRM Team is responsible for the delivery of the technology toolset required to manage client data maximise sales opportunities and selling time through the identification and implementation of technology data analytics and Salesforce-focused solutions. Salesforce is also central to wider abrdn business functions including Marketing (campaign management) Finance (performance reporting) and Client Service (onboarding and risk management). The team sits within the Client Group Function.

Role Purpose

The CRM Business Analyst works with abrdn functions to articulate and document technology and data-driven requirements and introduce new solutions via Salesforce change analytics initiatives and the Client Data Transformation project.

Key Outcomes / Responsibilities

• Lead business teams in articulating and documenting CRM and data analytics requirements as part of wider corporate projects or individual Salesforce initiatives.

• Facilitate solutions using technology data insights and process improvements.

• Manage the CRM delivery lifecycle from user story creation to configuration IT liaison/handover UAT management and release management.

• CRM configuration and administration.

• Build and develop client datasets reports dashboards

• Manage data initiatives including creation cleansing transformation and loading of information to Salesforce from external sources.

• Conduct data analysis to provide actionable insight to business teams supporting the identification of sales opportunities client behaviours and risk trends.

• Support the development of predictive or diagnostic analytics by partnering with internal data teams (e.g. Data Engineering Data Science).

• Ensure data quality and completeness across CRM datasets; monitor data integrity and proactively resolve issues.

• Create and deliver business presentations and training materials including data storytelling to communicate insights clearly.

• Communicate with stakeholders at all levels within the organisation.

• Keep abreast of CRM and data analytics technologies recommending enhancements where appropriate.

Preferred Experience

• Business Analysis background with at least 3 years experience creating user stories process maps UAT scripts and training materials.

• At least 2 years experience on Agile projects.

• Previous CRM experience (preferably Salesforce) including delivery of small change and system administration.

• Experience working with datasets data modelling reporting tools and dashboarding (e.g. Salesforce Reports & Dashboards Tableau CRM/CRM Analytics Power BI).

• Proven ability to derive insights from structured and unstructured data and translate these into business recommendations.

• Stakeholder management experience up to senior management level.

• Asset management background with understanding of Wholesale and Institutional client requirements.

Ideal Qualifications

• Salesforce Administrator Certification.

• Agile Certification.

• Qualifications in Data Analytics Data Visualisation or related disciplines (e.g. BCS Data Analysis Google Data Analytics Tableau/Power BI certifications).

• Ideally educated to degree level.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits

Theres more to working life than coming home with a good salary. We have an environment where you can learn get involved and be supported.

When you join us your reward will be one of the best around. This includes 40 days annual leave a 16% employer pension contribution a discretionary performance-based bonus (where applicable) private healthcare and a range of flexible benefits including gym discounts season ticket loans and access to an employee discount portal. You can read more about our benefitshere.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas our vectors of growth focused on our clients changing needs. You can find out more about what we dohere.

An inclusive way of working

Whatever way you like to work if you have the talent and commitment to join our team wed like to hear from you.

At Aberdeen weve adopted a blended working approach. This approach combines the benefits of face-to-face collaboration coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles their teams our clients and our business.

An inclusive culture where diverse perspectives drive our actions is at the core of who we are and what we do. If you need assistance with your application or a reasonable adjustment to your interview arrangements for example because you are neurodivergent or have a physical sensory cognitive mental visible or invisible disability please let us know and well be happy to help.

Were committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense this includes but is not limited to our diversity of educational and professional backgrounds experience cognitive and neurodiversity age gender gender identity sexual orientation disability religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.