CRM Data & Insights Analyst
RBS · Cape Town, Western Cape
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- This role is to build and continuously maintain RBS's market-intelligence database in Zoho CRM, companies across South Africa categorised by industry, region and size, and to source and manage verified, consent-compliant business and client contact data that supports business development, all within POPIA and FSCA requirements.
Key Responsibilities
- To build, structure and continuously maintain company and contact records in Zoho CRM and Campaigns, ensuring accuracy, deduplication and enrichment.
- Develop the firmographic database industry, region, company size as an actionable business-development resource, kept current through regular update cycles.
- Acquire business and prospect contact data through lawful, consent-warranted channels and reputable providers.
- Maintain verification, hygiene and update routines so the database stays accurate over time rather than decaying after the initial build.
- Maintain consent capture and opt-out records, working with the Information Officer to keep processing POPIA-compliant.
- Prepare dashboards and reports on the data for sales, compliance and executive teams.
- Prepare data and insights that align with sales, compliance and strategic goals across the group.
Requirements
The ideal candidate
- Has experience in CRM data management, market research or data operations.
- Hands-on with CRM platforms Zoho ideal; strong data verification, enrichment and hygiene skills.
- Working knowledge of POPIA and consent-based direct marketing.
- Analytical, detail-oriented, and comfortable managing large datasets independently.
- Strong stakeholder communication, able to work between sales, compliance and leadership.