Senior Platform CRM Analyst (Financial Services)

About the role

The Senior Operations Analyst is responsible for leading the Financial Operations (FinOps) discipline for the CRM platform, including budget management, cost transparency, and optimization. The role owns operational process development, maintenance, and governance, delivers executive-level operational reports, and provides guidance to Operations Analysts responsible for budget tracking, license management, and capacity management.

Key responsibilities

• Lead FinOps practices for the CRM Platform, ensuring financial transparency and accountability
• Manage budget planning, forecasting, and variance analysis for CRM Platform spend
• Analyze cost drivers, consumption patterns, and trends to support informed decision-making
• Identify and drive cost optimization opportunities related to licenses, storage, and usage
• Provide direction and oversight for capacity planning, license management, and budget tracking
• Design, document, and maintain end-to-end operational processes for CRM Platform operations
• Establish operational standards, controls, and reporting cadences
• Design, maintain, and govern operational and financial dashboards for CRM Platform reporting
• Produce regular executive level reports with clear narratives, insights, and recommendations
• Translate technical, usage, and cost data into clear business-focused insights to support leadership decision-making

About you

• Degree in Information Technology, Business, Finance, Data Analytics or other related/relevant fields
• Strong experience in IT or platform operations with financial accountability
• Experience defining, deploying and governing operational standards
• Basic understanding of licensing models and platform capacity concepts
• Strong analytical, financial, and data storytelling skills, translating data into executive-level insights and recommendations
• Attention to detail and ability to follow structured processes
• Good communication and coordination skills
• Must be willing to work on an initial full onsite before transitioning to a hybrid work set-up.