CRM Data Lead

time left to apply End Date: April 28, 2025 (11 days left to apply)

Sunday 27 April 2025

£70,929 - £78,810

We support flexible working - click here for more information on flexible working options

Hybrid Working, Job Share, Reduced Hours

JOB TITLE: 132715 CRM Data Lead

SALARY: £70,929 - £78,810

LOCATIONS: Edinburgh

HOURS: Full-Time

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week or 40% of your time at our office in Edinburgh.

Imagine joining a team that is not only enthusiastic and hard-working but also fun and deeply committed to providing equal opportunities and valuing diversity at all levels. At Lloyds Banking Group, we believe in fostering an environment where both personal and professional development are strongly encouraged and prioritized. Our team sits at the heart of the Accumulation Platform within Insurance, Pension, and Investments (IP&I), a dynamic and growing business receiving significant investment to support its bold and exciting growth plans.

As a CRM Data Lead, you'll play a pivotal role in optimizing our Microsoft Dynamics (MSD) system to enhance the productivity of our Workplace and Intermediary Wealth Distribution teams. You'll be at the forefront of driving exceptional user experiences, leveraging data to provide strategic insights, and delivering efficiency through innovative technology solutions. If you're passionate about making a tangible impact and being part of a forward-thinking team, this is the perfect opportunity for you!

• Lead the MSD team, ensuring the CRM system is optimized for user experience and productivity.
• Collaborate with the MSD Product Owner to gather requirements and represent distribution business needs.
• Promote best practices, create training content, and engage users through presentations and team meetings.
• Conduct user acceptance testing and oversee system administration tasks.
• Extract and analyse data using Microsoft Power BI to deliver strategic insights.
• Manage supplier relationships and build strong stakeholder connections across various teams.

We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive.

• Robust professional experience in Microsoft Dynamics and Power BI, with the ability to illustrate insights using Power BI visuals supported by DAX formulae.
• Experience with Power Apps, including Power Automate, to replace manual tasks and improve team efficiency.
• Knowledge of the Intermediary Wealth and Workplace Pensions industries.
• Proficiency in data extraction, transformation, and load techniques.
• Strong relationship management and communication skills, capable of building relationships at all levels and explaining complex technical concepts to non-technical stakeholders.
• Ability to develop presentations that articulate problem statements and communicate solutions tailored for diverse audiences, supporting business decision-making.

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We're committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

As a Disability Confident Leader, we guarantee interviews for applicants with disabilities who meet the minimum criteria through our Disability Confident Scheme (DCS). We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. We also provide reasonable adjustments throughout the recruitment process. If you need an adjustment, just let us know!

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.

Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.