CRM & Loyalty Data Analyst / Tableau Expert

Role purpose

Turn customer, transaction and campaign data into clear insights that improve loyalty performance and customer experiences. Build business-facing Tableau dashboards and help stakeholders understand what is working, why it matters and what to do next.

Key responsibilities

• Define reporting requirements and consistent KPI definitions with programme and business stakeholders.

• Build and maintain Tableau dashboards covering membership, activation, engagement, retention, redemption and campaign performance.

• Analyse customer behaviour, purchase patterns, lifecycle stages and cross-brand engagement to identify opportunities.

• Develop audience and segmentation recommendations with the Product Manager and Campaign Operations Manager.

• Evaluate campaign tests and programme initiatives, distinguishing observed performance from demonstrable incremental impact where data permits.

• Validate reporting outputs, investigate anomalies and coordinate data-quality fixes with technical owners.

• Present concise findings and practical recommendations through regular performance reviews.

• Document metrics, dashboard logic and analytical methods, and train users to interpret and use reporting.

Experience and capabilities

• At least 3 years of relevant experience in CRM, loyalty analytics or customer insights, ideally within retail or consumer industries.

• Strong SQL, Excel and Tableau skills, including practical dashboard development and data visualisation.

• Experience analysing customer and transaction data, campaign effectiveness and retention.

• Ability to explain complex findings clearly to non-technical stakeholders.

• Familiarity with Salesforce data and CRM platforms is advantageous.

Success measures

Accurate and timely reporting; dashboard adoption; actionable insights used in programme decisions; effective identification of data issues; and increased analytical capability with the client.