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CRM Data & Insights Analyst

Job in Cape Town, 7561, South Africa
Listing for: RBS Insurance Brokers
Full Time position
Listed on 2026-09-16
Job specializations:
  • IT/Tech
    CRM Systems & Management, Data Analyst
Job Description & How to Apply Below

Job Description

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.

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.
Job 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.
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