In-Demand Crm analyst Jobs in Victoria

Escala - Middle Office Operations Analyst
Focus Partners Australia & Escala Partners —Melbourne VIC
- Microsoft Excel
- Administrative experience
- Communication skills
Quick Apply
12d
Escala - Middle Office Operations Analyst
Focus Financial Partners —Melbourne VIC
- Microsoft Excel
- Management
- Administrative experience
12d
Sales Operations Analyst
Amer Sports —Moorabbin Airport VIC
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Salesforce
Quick Apply
Customer Insights Analyst
Metricon —Melbourne VIC
- Full-time
- CRM software
- Microsoft Excel
- Management
3d
Test Analyst
Tata Consultancy Services —Melbourne VIC
- Management
- Salesforce
- Analysis skills
HubSpot CRM Senior Analyst
MYOB —Melbourne VIC
- Contract
- Hybrid work
- Sales
- Data analysis skills
- Analysis skills
- Parental leave
Revenue Operations Analyst
Reapit ANZ —Melbourne VIC
- CRM software
- Microsoft Excel
- Sales
Quick Apply
10d
HubSpot CRM Senior Analyst
Axsys —Melbourne VIC
- Contract
- Sales
- Data analysis skills
- Analysis skills
- Parental leave
Technical Support Analyst
DigiCert —Melbourne VIC
- Computer Science
- Customer service
- No degree
- Annual leave
Quick Apply
Design Lead – CRM Transformation
Bupa —Melbourne VIC
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Research
10d
Revenue Systems Specialist - HubSpot - Hybrid
Humanforce —Melbourne VIC
- Full-time
- Hybrid work
- CRM software
- Sales
- Administrative experience
- Parental leave
- Employee assistance program
6d
Senior Data & Enablement Analyst
Insignia Financial Ltd —Docklands VIC
- Full-time
- Data analysis skills
- Communication skills
5d
Senior Business Analyst
NCS Australia —Preston VIC
- Contract
- Management
- Salesforce
- Analysis skills
- Parental leave
Quick Apply
11d
Senior Agile Business Analyst
Metricon —Melbourne VIC
- Full-time
- CRM software
- Azure
- DevOps
Executive Assistant Investor Relations
4DMedical —Carlton VIC
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Microsoft Office
- Employee assistance program
Quick Apply
Project Lead
Avanade —Melbourne VIC
- Azure
- ERP systems
- Conflict management
13d
GTM Operations Lead
Heidi —Melbourne VIC
- Full-time
- Hybrid work
- Work from home
- Parental leave
Customer Experience - Lead Analyst - Jowett Motor Group (Full-Time)
Jowett Motor Group —Glen Waverley VIC
- Full-time
- Management
- AI
Quick Apply
Head of GTM Operations
Heidi —Melbourne VIC
- Full-time
- Hybrid work
- Salesforce
- SQL
- AI
- Work from home
- Parental leave
Director of Engineering
Synch Solutions Pty Ltd —Melbourne VIC
- $150,000 - $180,000 a year
- Full-time
- CRM software
- Management
- PMP
Quick Apply
3d

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Escala - Middle Office Operations Analyst

Focus Partners Australia & Escala Partners
Melbourne VIC

Quick Apply

Job Details

12 days ago

Qualifications

Investment
Microsoft Excel
Administrative experience
Communication skills
Time management
Office experience

Full Job Description

Position Summary

The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in all processes. The position serves as a bridge between the front office and back office, enhancing scalability and allowing the Associate, Client Relationships team members to focus on client-facing and analytical priorities.

This role can be located in Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.

Primary Responsibilities

Operational Task Ownership

Manage ongoing middle office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
Maintain and update databases, CRM systems, and internal records.

Process Streamlining

Assist with the transition of key tasks to middle office
Develop workflows, templates, and checklists to increase efficiency and reduce errors.
Collaborate with Operations Manager, the Associates, and internal team members to continuously refine processes.

Quality Control and Risk Management

Maintain high data integrity across systems and reporting outputs.
Ensure adherence to compliance, operational risk, and data governance standards.
Perform regular reconciliations between internal systems and external custodians or counterparties.

Collaboration and Support

Work closely with Associate, Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
Serve as a central point of contact for operational inquiries and task tracking.

Qualifications

1-2 years of experience in investment operations, middle office, or similar function.
Prior experience supporting investment management or wealth management teams preferred.
Familiarity with automation or process improvement tools.
Strong understanding of investment operations and account administration.
High attention to detail and accuracy in data handling.
Proficiency with MS Excel and experience using investment platforms.
Strong organisational and time management skills, with ability to manage multiple routine tasks.
Effective communicator with collaborative, service-oriented mindset.

About Focus Partners Australia

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.

Quick Apply

Refine Your Search

crm analyst jobs in victoria

Escala - Middle Office Operations Analyst

Escala - Middle Office Operations Analyst

Sales Operations Analyst

Customer Insights Analyst

Test Analyst

HubSpot CRM Senior Analyst

Revenue Operations Analyst

HubSpot CRM Senior Analyst

Technical Support Analyst

Design Lead – CRM Transformation

Revenue Systems Specialist - HubSpot - Hybrid

Senior Data & Enablement Analyst

Senior Business Analyst

Senior Agile Business Analyst

Executive Assistant Investor Relations

Project Lead

GTM Operations Lead

Customer Experience - Lead Analyst - Jowett Motor Group (Full-Time)

Head of GTM Operations

Director of Engineering

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