Cosegic is a leading compliance consultancy that provides assistance with FCA Authorisation, ongoing compliance consulting, prudential services, compliance health checks and regulatory projects. We also provide online training and compliance software across our original software PortAll.
Our team of industry leading experts work together in specialist teams, servicing over 800 clients from the investment firms (including hedge funds, private market firms, corporate finance and brokers), capital markets (including asset managers and broker/dealers), wealth management, payment services and cryptoassets, consumer credit and insurance and lending sectors.
We are proud to be a certified Great Place to Work employer and recognised as being one of the UK’s Best Workplaces for Women. The investment in our people is our priority as they make the Cosegic difference. We have a diverse and inclusive team, and we constantly work to create an environment where people feel respected and in which they know their voice will be heard, as this brings out the best in everyone, resulting in the best service for our clients.
Due to our continued growth, we are seeking to appoint a Sales and Marketing Data Analyst
Role Purpose
The Sales and Marketing Data Analyst will be responsible for leveraging data to optimise sales and marketing strategies, enhance CRM functionality, and improve overall business performance. This role focuses on Salesforce data management, Pardot marketing, reporting, in-depth analytics, and process automation to support data-driven decision-making within the Commercial Team. By ensuring accurate data insights and providing analytical support, this role directly contributes to increased sales efficiency, improved marketing effectiveness, and overall revenue growth.
This role is perfect for someone who is passionate about data, keen to make an impact, and grow with us as a company, with future progression into a more senior role.
Scope of the Role
- Oversee the management, accuracy, and usability of sales and marketing data within Salesforce CRM
- Provide data-driven insights to optimise sales and marketing strategies, including lead conversion, customer acquisition, and campaign performance
- Develop and maintain reporting dashboards to track key performance metrics for sales and marketing teams
- Automate reporting and data analysis processes to enhance efficiency and reduce manual workload
- Collaborate with internal stakeholders, including sales, marketing, and senior leadership, to align data insights with business objectives
- Support business planning, revenue modelling, and forecasting through robust analytics and trend analysis
- Work closely with external Salesforce consultancy teams to enhance system functionality and optimise workflows
- Fully utilise the benefits and functionality of the Pardot marketing tool to improve marketing automation, lead nurturing, and campaign tracking
Key Success Factors
- Data accuracy and integrity – Ensuring that all sales and marketing data within the CRM is clean, accurate, and up to date
- Effective reporting and insights – Delivering actionable insights that drive sales and marketing effectiveness
- Process automation and efficiency – Reducing manual workload by automating data-related processes and improving workflow efficiency
- Strategic impact – Contributing to the Commercial Team’s decision-making by providing deep analytical insights into customer behaviour, sales performance, and marketing effectiveness
- Stakeholder collaboration – Successfully working with cross-functional teams to align data-driven strategies with business objectives
- Continuous improvement – Identifying areas for improvement in data collection, analysis, and reporting to enhance business performance
Key Responsibilities
Salesforce Data Management and Reporting
- Own and optimise our Salesforce CRM, ensuring data accuracy, completeness, and usability
- Develop and maintain custom dashboards and reports to track key sales and marketing metric
- Automate data processes to improve efficiency and reduce manual work
- Collaborate with stakeholders to enhance Salesforce workflows, lead scoring, and pipeline management
Sales and Pardot Marketing Analytics
- Analyse lead conversion rates, pipeline performance, and sales cycle trends to identify bottlenecks and opportunities
- Work closely with marketing to assess ROI on campaigns, PPC performance, and inbound vs outbound effectiveness
- Evaluate win/loss data and provide actionable insights to improve sales strategies
- Support sales forecasting, revenue modelling, and business planning with robust data insights
Process Improvement and Automation
- Identify inefficiencies in sales and marketing processes and recommend improvements
- Implement data-driven decision-making tools to support the commercial team
- Work with the Salesforce consultancy team to optimise system functionality
To succeed in the role, the following person specification, technical and behavioural competencies are required:
Person Specification- Bachelor’s degree in business, Data Analytics, Marketing, or a related field
- 3-4+ years of experience in sales and marketing analytics or data analysis
- Experience of Pardot Marketing, including campaign automation, lead management, and reporting
- Proficiency in Salesforce CRM, including dashboard creation and report generation
- Strong analytical skills with experience in data visualization tools (e.g., Tableau, Power BI)
- Advanced Excel skills and familiarity with SQL is a plus
- Strong understanding of marketing metrics, sales KPIs, and campaign analytics
- Ability to communicate complex data insights to non-technical stakeholder
- Excellent problem-solving skills and attention to detail
Key Competencies and Skills
- Data-driven Decision Making: Strong ability to analyse and interpret complex data to inform business decisions
- Collaboration: Effective communication and teamwork with internal and external stakeholders
- Process Optimisation: Ability to identify inefficiencies and implement improvements for operational efficiency
- Technical Proficiency: Expertise in Salesforce and other data visualisation tools
- Problem-Solving: Proactive approach to identifying challenges and delivering actionable solutions
In return for your skills and experience, we provide the following employee benefits:
Our Employee Benefits
- Generous annual leave allowance
- Hybrid working from our London, Cannon Street office (min 2 days based in the office)
- Ability to work from abroad (up to 21 working days per year)
- Full family Private Medical Insurance and Health Cash Plan
- Life Insurance
- Unlimited one to one coaching with More Happi
- Employee Benefits Platform, including Cycle to Work Scheme and Pluxee Spree Card
- Tusker Electric Car Scheme
- Employee Assistance Programme (including counselling sessions)
- Pension Scheme
- Learning and development opportunities
- Volunteering, fundraising and fun company events
This is a full-time, permanent role, worked over 5 days (hybrid), Monday to Friday.
Deadline to apply is 13th March 2025. We only accept applicant CVs from individuals who have the right to work in the UK.
Please note, we would like to thank all applicants for their interest in Cosegic. Due to the volume of applications received only those shortlisted will be contacted. If you have not received a response within 10 working days, please assume your application has not been successful.
* Employees who are at entry level and employees who are in their period of probation may initially be asked to attend more than the expected minimum of two days in the office per week. This is to support their learning, development and progression as the Company believes that learning on the role is much more effective when in person.