CRM - Transformation Analyst (Zoho proficient)

CRM - Transformation Analyst (Hybrid) - Cape Town

The primary purpose of this role is to maximise the value of Ten’s enterprise CRM (Zoho) by tightening system usage, improving data quality, increasing adoption across multiple teams, and translating business needs into effective system configurations, workflows and reporting.

This is a hands‑on CRM ownership and enablement role with a strong commercial and technical bias.

As CRM maturity and adoption improves, the role is expected to gradually shift towards a greater contribution to process improvement, automation and transformation projects.

This role is not purely strategic and not purely technical — it requires someone who is comfortable operating in the detail, engaging stakeholders daily, and actively driving behavioural change across the business.

Key Responsibilities:

CRM ownership, enablement & optimisation:

• Own the day‑to‑day performance and effectiveness of our Zoho CRM
• Work with multiple teams to understand requirements and improve usability
• Configure workflows, automations, pipelines, dashboards and reports
• Drive consistent adoption, data quality and system discipline across the business
• Monitor usage and identify continuous improvement opportunities

Stakeholder engagement:

• Act as a key point of contact between the business and the CRM
• Translate business needs into practical system solutions
• Support training, guidance and upliftment of CRM capability
• Confidently challenge behaviours and drive change where needed

Commercial insight & reporting:

• Analyse CRM and related commercial data to generate meaningful insights
• Support decision‑making through clear reporting, dashboards and KPIs

Transformation & automation:

• Contribute to process improvement and transformation initiatives
• Identify opportunities for automation and efficiency (low‑code, data‑driven, AI‑enabled where relevant)
• Support analytics and reporting that enable better operational outcomes

1. Proven experience working with CRM platforms (Zoho advantageous, but not essential)
2. Strong understanding of CRM configuration, workflows, automations and reporting
3. High level of technical aptitude and ability to learn systems quickly
4. Confident stakeholder engagement and change‑driving capability
5. Strong analytical and commercial mindset
6. Exposure to process improvement, automation or transformation work is a plus

Tools & skills that are advantageous:

• Zoho CRM / Zoho One (or Salesforce, HubSpot, Dynamics)
• Reporting and data analysis
• SQL, Tableau, Power BI or similar
• Power Automate, Python or low‑code automation tools

Personal Attributes:

• Commercially curious with a strong continuous‑improvement mindset.
• Organised, detail‑focused and reliable.
• Comfortable working in evolving environments with changing priorities.
• Proactive, pragmatic and delivery‑focused.

Our people are at the heart of our business, and we foster a culture of recognition and reward—both through regular appraisals and our annual Extra Mile Awards, where we celebrate those who go above and beyond in their roles. We also encourage all staff to incorporate their aspirations and interests into their careers at Ten, and we support their development every step of the way.

Rewards Designed Around You

• Competitive Salary based on experience, plus a performance-based bonus. Additional Late Shift and Sunday Shift allowances increase earning potential.
• Hybrid Working: Combine working from home with working from the office.
• Paid Time Away from Work: Enjoy a competitive paid time-off package, including one day each year to volunteer for a cause that matters to you.
• Paid Sabbaticals: One month of paid sabbatical after every five years of service, without using annual leave.
• Extra Rewards: Access our lucrative Ten Loyalty Rewards program.
• Remote Working Holidays: Opportunities to travel and work!
• Employee Discounts: Enjoy great travel and entertainment discounts—just like our clients' members do!
• Medical Aid Contribution: Company contribution toward medical aid.
• Late Shift Transport: Transport home for employees working late shifts (applies to those without a car).
• ICAS Employee Health and Wellness (EHWP): Confidential and free services for all employees.
• Be part of our global, dynamic, and inclusive team, with diversity at its core.
• Explore genuine career opportunities within a dynamic and international company.
  

Who We Are

Ten Lifestyle Group is a global luxury concierge service, and our travel department offers a unique opportunity to join a vibrant team. Our clients and colleagues are the cornerstones of what we do, and we serve High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients with their leisure travel requests.

At Ten, our goal is simple: to become the most trusted service business in the world.

We deliver our service through a combination of Ten's proprietary, technology-enabled platform and the expertise of our highly trained lifestyle managers. Ten is growing quickly and has ambitious plans to keep innovating, inspiring, and improving the lives of millions of members.

As a Certified B Corp, Ten Lifestyle Group is part of a global community of businesses united by a shared goal: making a positive impact on society and the environment.

Commitment to Diversity

We encourage diverse philosophies, cultures, and experiences. We appreciate diversity and are dedicated to creating an inclusive work environment for our employees. This idea unites the teams at TEN. All aspects of our relationship, including the decision to hire, promote, discipline, or terminate, will be based on merit, competence, performance and business needs.

"Ten works with a small preferred supplier list of recruitment agencies only. Please note we are not accepting any further recruitment agencies at this time. Ten Group is not responsible for any fees related to unsolicited resumes."