Sales Data Analyst - Financial Services - Hybrid - London - 12 months

Sales Data Analyst - Financial Services - Hybrid - London - 12 months Contract - Inside IR35

Halian's leading Financial Services client is looking for a Sales Data Analyst for a 12 months contract, Inside IR35, with 2-3 days in the London office.

The role sits in the Sales & Operations Processes team, where you will provide Data Analysis, Support and Administration to help the Sales team focus on selling.

What you'll be doing:

• CRM & Data Maintenance: Keep Salesforce accurate and up to date by managing account structures (including contacts, contracts, and clawback records) and running regular automated reviews to clean up missing or outdated data.
• Contracts & Procurement Coordination: Submit and track contract requests through Zip, Oracle, and Salesforce, and actively follow up with Legal, Supplier Operations, and approvers to clear bottlenecks.
• Data Analysis & Reporting: Perform practical data analysis using Microsoft Excel and Google Sheets (e.g. VLOOKUPs/XLOOKUPs, pivot tables, graphs) to validate merchant volume, audit pipelines, and pull performance metrics in collaboration with the Data contractor.
• Cross-Team Operational Support: Assist RMs, Marketing, and Product Strategy with operational requests, including gathering required inputs for internal deal review decks and consolidating cross-functional updates.
• Testing & Operational Execution: Manage test card ordering, act as a tester for Salesforce system updates, and support process improvement efforts

Key Skills:

• Data Analysis
• Sales Data
• Salesforce/CRM
• Any Oracle, Zip, Google Drive Reports experience is good
• Working with Sales Teams to provide accurate data and drive data quality
• Data Capture, Cleanups, quality
• FS experience is good, but not mandatory