Client Overview

Our client is a UK & Ireland digital transformation leader, empowering businesses with over 50 years of experience in delivering tailored solutions across Cloud & IT Services, CyberSecurity, ERP, and CRM. As a trusted Microsoft Solutions Partner, they specialise in turning data into actionable insightshelping clients streamline operations, drive growth, and reinforce security.

Role Purpose:

This role is central to their mission of delivering compelling, data-driven narratives using PowerBI and SQL. As a key member of the CRM & Power Platform team, you will:

• Transform raw data into interactive dashboards and reports for business users and executives
• Support Microsoft Dynamics 365 CRM, Business Central, and other data sources
• Enable data-led decision-making across sales, service, and operational functions

Key Responsibilities:

• Data Analysis & Modelling: Extract, clean, and transform data from SQL Server, Dynamics365, ERP systems, and Excel/SharePoint sources
• Dashboard Development: Design, build, and maintain PowerBI dashboards aligned to KPIs in sales, customer service, pipeline, and financial performance
• Report Automation: Schedule and manage data refreshes, ensuring real-time insights and data integrity
• Stakeholder Collaboration: Work closely with business teams to interpret requirements, deliver actionable visualisations, and embed analytics within Dynamics CRM & Business Central
• Best Practices & Governance: Maintain modelling standards, enforce data governance, access controls, and ensure accuracy and consistency
• Continuous Improvement: Identify dataset and report enhancements; suggest automation with PowerAutomate or PowerApps where relevant

Candidate Requirements

Essential:

• 3+ years hands-on experience with PowerBI and SQL Server
• Strong data modelling skills: DAX, relationships, calculated columns/measures
• Proficiency in writing complex SQL queries, optimizing performance
• Experience connecting and integrating from Dynamics365 CRM and/or Business Central
• Ability to communicate complex findings simply and effectively to both technical and non-technical audiences

Desirable:

• Familiarity with the Power Platform ecosystem (PowerApps, PowerAutomate, PowerPages)
• Exposure to AI features like Copilot in Power BI
• Prior consulting or client-service experience in a Microsoftcentric environment

Skills & Attributes:

• Analytical mindset with strong attention to detail
• Excellent problem-solving and time management skills
• Collaborative and client-focused, able to work across teams
• Commitment to data governance and best practices

Salary: Market Related depending on experience and Skill set



Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed to maintaining diversity in its appointments. Surgo (Pty) Ltd, therefore also encourages people with disabilities and from other diverse backgrounds to apply. Due to the high volume of applications, should you not receive feedback within three months upon submission, you can assume your application was unsuccessful, and we encourage you to reapply. Please note that as a registered member of APSO, Surgo (PTY) Ltd. does not hold applicants accountable for any application fee.

Your CV will be kept on our database for us to contact you should any future vacancies become available. If you do not wish for us to keep your CV for any other positions, please email recruitment@surgo.co.za