Data Analyst ( Banking & Mortgage CRM SaaS )

Role Overview: Were looking for a Data Analyst with 3+ years experience in financial
services analytics. Youll partner with Product, Sales, and Customer Success teams todeliver insights, answer customer data questions, and drive continuous improvement inour lead-to-conversion CRM.

Key Responsibilities:Data Analysis & Reporting: Develop and maintain dashboards and reports (usingSQL & BI tools) to track lead engagement, pipeline velocity, conversion rates, andother KPIs.Customer Support: Respond to customer queries and requests, troubleshoot dataissues, and deliver ad-hoc analyses that address client needs.SQL & Scripting: Write, optimise, and document complex SQL queries; use Pythonor R for data manipulation and basic statistical analysis.Insights & Recommendations: Analyse and track customer and product usagetrends. Translate customer business insight requests to technical data requirements.Collaboration: Work with Engineering and Data Engineering teams to ensure dataaccuracy; translate business questions into technical requirements.

Required Qualifications:
3+ years in a data analyst role, ideally in banking, mortgage, or financial services.Strong SQL skills and experience with BI tools (Tableau, Power BI, or Metabase).Proficiency in Python or R for data analysis.Customer-facing experience: clear communication, responsiveness, and empathy.Solid understanding of statistical methods and A/B testing.Preferred:Experience with CRM SaaS or lead management platforms.Familiarity with cloud data lake and warehouse architectures and tools.