Data and Insight Analyst

Salary £40,000 - £45,000
Location: Sunderland
Updated: July 22, 2026

Here at Green Energy Advice Bureau (GEAB), we’re passionate about helping businesses reduce costs, improve operational efficiency, and achieve their sustainability goals through smarter energy solutions.

Due to our continued expansion, we are now searching for a Data & Insights Analyst to join our technical team.

Purpose of the Role

To own the design, accuracy, and insight generation of data and reporting processes across the business.

The role is central to maintaining reliable datasets, developing insightful reports and dashboards, and ensuring the organisation can make confident, data-driven decisions.

A strong command of SQL, familiarity with Zoho CRM and Zoho Analytics, and the ability to build automations natively within Zoho (e.g. Zoho Flow and Deluge scripting) is desired to deliver high-quality analytics, reporting, and continuous improvement.

Key Responsibilities

  1. Data Ownership & Management
  • Own the structure, integrity, and reliability of data across Zoho CRM and Zoho Analytics.
  • Design and maintain SQL queries that power core reports, dashboards, and reporting workflows.
  • Ensure data quality through proactive validation, reconciliation, and exception reporting.
  • Act as the primary point of contact for all business data requirements, translating stakeholder needs into robust reporting and analytics solutions.
  • Manage and document data logic, definitions, and relationships across key datasets.
  1. Reporting & Insight Generation
  • Develop and maintain interactive dashboards and reports in Zoho Analytics to track performance across sales, operations, and finance.
  • Continuously refine SQL processes to improve the efficiency and accuracy of reporting.
  • Deliver ad hoc data analysis and clear, actionable recommendations to support operational and strategic decision-making.
  • Translate data into narrative insight, ensuring stakeholders understand not just the numbers but what they mean.
  • Ensure all reports and metrics are traceable back to trusted data sources.
  1. Automation & Workflow (Zoho-native)
  • Build and maintain automations natively within Zoho (Zoho Flow, Deluge scripting, workflow rules) to streamline manual reporting and data processes.
  • Configure automated refresh schedules and exception alerts within Zoho Analytics and Zoho CRM.
  • Maintain integrations between Zoho CRM and Zoho Analytics using Zoho’s built-in connectors and tools.
  • Monitor automated workflows and system syncs, resolving discrepancies promptly.
  1. Continuous Improvement & Governance
  • Drive ongoing improvements in reporting efficiency, scalability, and transparency.
  • Document and maintain clear procedures for all data and reporting processes.
  • Collaborate with finance, product, and operations teams to ensure data processes evolve with changing business needs.
  • Champion best practices in data governance, security, and version control.

Core Skills & Competencies

  • Expert SQL for data extraction, transformation, validation, and reporting.
  • Experience with Zoho CRM and Zoho Analytics (or equivalent relational databases/CRMs).
  • Strong Python and analytical skills.
  • Attention to detail, accuracy, and process documentation.
  • Problem-solving and the ability to identify trends, exceptions, and anomalies.
  • Clear communication with both technical and non-technical stakeholders, with the ability to turn data into a compelling narrative and actionable insights.

Tools & Platforms

Zoho CRM, Zoho Analytics, Zoho Flow, SQL, Excel / Power Query, Jira, Microsoft 365 Suite.

 

Perks & Benefits:

 

  • Salary £40,000 – £45,000
  • Office based Monday – Friday 9am-5pm
  • Private healthcare scheme
  • 23 days holiday plus bank holidays
  • Generous breaks;15 mins morning & afternoon + 45 mins for lunch
  • Sell annual leave options
  • Up to £40 per month broadband allowance (no catch – just submit your bill)
  • Themed incentives, team nights out, summer & Christmas parties
  • Exciting rewards such as Wembley trips, Cup Finals, Hospitality suites for NUFC & SAFC, Las Vegas, Disneyland Paris holidays, cash prizes and much more!
  • Generous referral scheme paying up to £2000

A phenomenal office culture – themed days, fun incentives, and a genuinely supportive environment