Operational Efficiency and Automation Specialist

Position Title:
Operational Efficiency and Automation Specialist

Duration: 6 Month Contract

Location:
Manchester

Applicants MUST have proof of immediate, on-going and valid eligibility to work full time in the UK and travel within the EU.

Position Description:

• The Operational Efficiency and Automation Specialist plays a critical role in driving the Clients' Credit's digital transformation within the Manchester Business Centre (MBC) Operations.
• This role focuses on leveraging data analysis, automation, and cross-functional collaboration to improve operational efficiency and create customer-centric solutions.
• A key immediate focus for this role will be leading the strategic migration and decommissioning of legacy Alteryx workflows by 2027, evaluating modern alternative tools, and transitioning processes seamlessly.
• The successful candidate will work closely with MBC Departments, Compliance, Product, and Engineering teams to identify, implement, and maintain efficient processes, ensuring Salesforce and other core systems are leveraged to their full potential.

Essential Skills & Experience:

• Data Analysis & Visualisation:
  Proven ability to analyse operational data, identify trends, and extract actionable insights. Proficiency in SQL and data visualisation tools (specifically Power BI).
• ETL & Data Migration
  
  Experience:
  
  Experience working with ETL (Extract, Transform, Load) processes. Hands-on experience with Alteryx (or a strong understanding of how to audit and migrate Alteryx workflows to other modern tools) is highly desirable.
• Automation & Low-Code Development:
  Hands-on experience implementing workflow automation and business applications using Power Automate, Power Apps, or similar tools.
• Salesforce Familiarity:
  Experience working with Salesforce, including extracting data, understanding Salesforce object structures, running reports, or integrating Salesforce with external databases and automation tools.
• Process Mapping & Problem Solving:
  Strong understanding of process optimisation methodologies and experience documenting workflows.
• Project Management:
  Proven ability to manage projects from inception to completion specifically time-bound migration or systems-transition projects.
• Communication &
  
  Collaboration:
  
  Excellent communication skills, with the ability to translate complex technical, migration, or data concepts to non-technical operational stakeholders.

Preferred Skills & Experience:

• Direct experience leading a software decommissioning or tool-migration project.
• Experience with Python or R for advanced data analysis and ETL scripting.
• Experience working with Big Data environments and cloud-based platforms (e.g., Microsoft Azure, Google Cloud Platform).
• Salesforce Administrator or Developer certifications (or equivalent hands-on experience configuring Salesforce flows).
• Experience working within a regulated financial services environment (e.g., previous Client Credit or similar).

Experience Required:

• Principle Duties:
  Alteryx Migration & Tool Evaluation (Key Strategic Project):
  Lead the audit, decommissioning, and migration of legacy Alteryx workflows by 2027.
• Evaluate modern alternative solutions (e.g., Power Platform, Python, SQL, or other ETL tools), design the transition roadmap, and execute the migration of data pipelines to ensure zero business disruption.
• Data Analysis & Insight Generation:
  Analyse operational data (including Salesforce and other core platform data) to identify trends, patterns, and areas for improvement.
• Develop data-driven recommendations for process optimisation.
• Create and maintain reports and dashboards (primarily in Power BI) to visualise key performance indicators (KPIs).
• Automation Solution Development & Implementation:
  Design, develop, and implement automation solutions (using Power Automate, Power Apps, or similar low-code tools) to streamline operational processes.
• Integrate these solutions with core platforms like Salesforce to automate manual data entry and system updates.
• Process Optimisation & Re-engineering:
  Identify and eliminate inefficiencies in operational processes.
• Partner with business units to map, develop, and implement improved workflows, documenting changes and training…