Operational Analyst – Hybrid – £35,000–£45,000

An established organisation within the Financial Services sector is looking for an Operational Analyst to join their team. This is a hybrid opportunity, requiring a minimum of 3 days per week in their Colchester office following probation, offering the chance to take ownership of key CRM systems, adviser technology platforms and business process improvements.

You will play an important role as the subject matter expert for CURO CRM and related adviser technology platforms, analysing existing business processes and identifying opportunities to improve efficiency through technology-led solutions. You will also be involved in system configuration, workflow development, reporting, data quality and supporting users across the business.

This is a great opportunity for an Operational Analyst with experience in Financial or Professional Services, looking to develop their skills across CRM systems, business analysis and process optimisation.

• Act as the subject matter expert for CURO CRM and related adviser technology platforms.

• Analyse business processes and identify opportunities for technology-led improvements.

• Support system configuration, workflow creation and process optimisation.

• Design and develop workflow solutions within Microsoft Dynamics CRM.

• Create client output solutions using Smartflows (Xperido).

• Produce management reports and business insights to support decision-making.

• Deliver user training and create supporting system documentation.

• Support data quality initiatives and data cleansing projects.

• Lead small-scale change and continuous improvement projects.

• Provide first-line support for system issues and user queries.

• Work closely with internal stakeholders to improve system adoption and operational efficiency.

• Experience working within Financial Services or Professional Services environments.

• Strong experience with adviser software such as CURO or Intelligent Office.

• Experience using Microsoft Dynamics CRM.

• Knowledge of business analysis, process improvement and workflow design.

• Experience producing management information and business reports.

• Strong Microsoft Excel and wider Microsoft Office skills.

• Experience delivering user training and supporting system adoption.

• Power BI and Smartflows (Xperido) experience would be beneficial.

• Strong stakeholder management and communication skills.

• Organised, detail-oriented and able to manage multiple priorities.

£35,000–£45,000, depending on experience.

Hybrid – Minimum 3 days per week in the Colchester office following probation.

To find out more, apply with your CV or contact [email protected] or 0191 406 6111.

Pearson Carter specialises in Microsoft Technology, ERP, Data, Software Development, and Digital Transformation recruitment across the UK and internationally.