Retention Trading & Forecasting Analyst

Job Ref: 1285053

Retention Trading & Forecasting Analyst
Location: Basingstoke/London – Remote 
Salary: £55,000 per annum 

CVM are proud to be partnering with a leading name in the UK with multiple service lines including Finance, Insurance, Automotive, Leisure and Lifestyle services. We are looking for a Retention Trading & Forecasting Analyst to be accountable for driving optimisation of our customer save & retention.
This will involve being responsible for delivering insight on performance improvement opportunities, delivering regular trading packs and forecasts, and providing ad-hoc commercial analysis to support Customer Value Management (CVM) & the inbound & outbound retention contact centre teams.

  • Delivering analysis & insight to drive CVM commercial performance, specifically by:
    • owning & continually improving a trading dashboard that helps explain performance at a customer cohort level
    • delivering weekly commercial KPI’s into the Exec dashboard
    • identifying customer & market trends & opportunities for improvement
    • working with CVM & contact centre colleagues to implement & measure initiatives
    • producing ad-hoc commercial analysis
  • Produce regular retention forecasts, and co-ordinate with call centre resourcing team to turn these into accurate demand forecasts
  • Collaborate closely with the Data, MI & Pricing teams to increase understanding & drive improvements of CVM commercial data.
  • Manage and develop a direct report, primarily responsible for analysis of the Outbound telephony channel (as well as ad-hoc commercial analysis), establishing true analytical excellence

  Key Skills

  • A strong analyst with a proven track record of delivering accurate, insightful analysis used to contribute significantly to commercial objectives.
  • Able to simplify analytics into recommendations and work with commercial and operational teams to implement by building close and trusted relationships
  • Highly numerate with experience of data manipulation and relevant analytical tools, mainly including advanced Excel. SAS/SQL a definite advantage
  • A commercially aware individual, able to appreciate and contribute to the wider business strategy and objectives
  • A developed understanding or interest of call centre operations, ideally within a consumer retention environment, and able to appreciate operational pressures and how they play into commercial performance

 If this sounds of interest, please contact Nick at

Contact Details:
01264 326 315


Analytics Insight, Customer Analytics



Work Type:



£50000 to £55000