TopSource Worldwide
Website:
topsourceworldwide.com
Job details:
About the role
TopSource is a global payroll and Employer of Record (EOR) company. This role sits within the Partnerships function and exists to build a deep, ongoing understanding of our client base — spotting where clients have additional needs we are well placed to support, and where changes in their business signal new opportunity.
The Client & Business Insights Analyst works proactively across sales, partnerships, client solutions and operational delivery, pulling together information from CRM data, public sources and internal teams to build a clear picture of each client and market maker account. The output of this role directly feeds the Partnerships team's commercial and account planning.
Key responsibilities
- Proactively review and analyse the client and partner base to build a clear picture of each account — their structure, services in place, and areas of unmet need.
- Identify and surface opportunities for additional services or support that TopSource could offer existing clients, working closely with Partnerships, Sales and Client Solutions teams.
- Track and interpret significant changes within client organisations — including C-suite/leadership changes, untapped revenue potential, M&A activity, and new investment — and translate these into actionable insight.
- Work cross-functionally across the business (sales, partnerships, client solutions, operations) to gather and validate insight on clients and how they are being supported today.
- Maintain accurate, up-to-date client and prospect information within the CRM (HubSpot), ensuring insight is captured and accessible to the wider team.
- Use sales-intelligence and prospecting tools (e.g. Amplemarket, LinkedIn) to research client organisations, monitor relevant changes, and identify key contacts.
- Produce clear, well-organised reporting and briefings that summarise findings and recommended next steps for account owners and leadership.
- Build strong working relationships across the business to become a trusted source of client and market insight.
Ideal experience
- Previous experience in global payroll, HR, or Employer of Record (EOR) — this is a strong preference for the role.
- A background in business analysis, client/account analysis, market research or partnerships support, ideally in a B2B services environment.
- Experience working with a CRM system, ideally HubSpot, to manage and interpret client/account data.
- Familiarity with sales-intelligence and prospecting tools such as Amplemarket and LinkedIn (Sales Navigator).
- Confident user of the Microsoft 365 suite (Excel, PowerPoint, Word, Outlook, Teams).
Key skills & attributes
- Proactive self-starter — comfortable identifying opportunities without being told where to look.
- Excellent communication skills, with proficient spoken and written English.
- Able to work independently and manage own workload/priorities.
- Strong analytical mindset — able to connect disparate pieces of information into a coherent picture.
- Comfortable working cross-functionally and building relationships across a global business.
- High attention to detail and strong organisational skills.
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