Client Data Analyst, Sales Effectiveness

Role Overview

The Client Data Analyst plays a key role in ensuring that high-quality data and tools provide the insights and content needed to succeed in the marketplace. The role requires analytical skills to evaluate operational data from internal and external sources, interpret findings, perform root-cause analysis, and report results to relevant stakeholders.

What You Will Do

Work in a big data environment, providing analysis, metrics, and reports that support the client management framework. Develop complex SQL scripts to retrieve data from strategic systems. Gather qualitative and quantitative data and use advanced analytics and forward-looking insights to deepen understanding of client and broker portfolios and produce actionable business recommendations.

Why It Might Be a Fit

We’re looking for someone who has advanced SQL skills and a good understanding of database structures. Excellent data-processing and technical skills, with knowledge of Excel, SQL, business intelligence tools, and Python. Expert knowledge of Power BI and the Power Apps environment, supported by practical experience.

Requirements

• University degree or relevant professional experience in data administration and analysis
• At least two years of experience working with data, preferably in data management or data quality
• Advanced SQL skills and a good understanding of database structures
• Advanced experience with Copilot and other AI tools and solutions
• Excellent data-processing and technical skills, with knowledge of Excel, SQL, business intelligence tools, and Python
• Expert knowledge of Power BI and the Power Apps environment, supported by practical experience
• Excellent analytical skills, with the ability to collect, organize, analyze, interpret, and communicate significant amounts of information with attention to detail and accuracy
• Experience in a customer- or client-facing role involving the collection and analysis of data and insights, such as research, surveys, and other analyses
• Proficient Microsoft Office user, particularly in Word and Excel, with the ability to produce high-quality PowerPoint presentations
• Proven stakeholder-management experience and the ability to communicate confidently with stakeholders across the business and wider group
• Ability to work to tight deadlines and consistently deliver within agreed timescales
• Proven ability to manage large-scale projects and initiatives, with hands-on experience working on projects managed using Agile methodology

Benefits

• Inclusion
• Total Rewards
• Sustainability

Tagged as: Data Analysis