CRM Business Analyst

Robert Walters UK; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global asset management firm is looking for a Senior Business Analyst to join a multi-year CRM transformation programme. This position involves optimising CRM capabilities across various business units, developing scalable data models in Salesforce, and producing essential business documentation. Candidates should have extensive CRM experience from a financial services background, exceptional communication skills, and the ability to collaborate effectively in a hybrid working environment. This role is a great opportunity for those passionate about enhancing CRM functionality.

Qualifications

• Extensive experience as a CRM Business Analyst in financial services.
• Strong understanding of client/product data models.
• Proven ability to document processes and manage requirements.

Responsibilities

• Collaborate to optimise CRM capabilities and processes.
• Develop scalable client and product data models in Salesforce.
• Produce high-quality business change documentation.

Skills

CRM experience

Communication skills

Collaboration

Adaptability

Tools

Salesforce

Microsoft Dynamics 365

Data Cloud

Tableau

JIRA

Job description

A global asset manager is seeking a Senior Business Analyst for an initial 6‑month engagement working on a multi‑year Salesforce Programme.

• Hybrid 2‑3 days working in the London City offices
• 2‑year book of work budgeted
• Working with a globally recognised reputable asset management business

A global investment manager is seeking a Senior Business Analyst with strong CRM experience (Salesforce or Microsoft Dynamics 365) from a financial services background to join a multi‑year CRM transformation programme. This role offers the opportunity to help shape how CRM platforms support Distribution, Marketing, Servicing, and Finance teams through enhanced functionality and improved data‑driven insight.

Key Responsibilities

• Collaborate across business units (Sales, Marketing, Servicing, Finance) to optimise CRM capabilities and processes.
• Develop robust client and product data models within Salesforce for global scalability.
• Produce high‑quality business change documentation and manage requirements using JIRA.
• Facilitate workshops and stakeholder engagement sessions to gather insights and drive consensus.
• Work closely with cross‑functional teams (UX, Data, Engineering) to deliver tailored solutions.

What You'll Bring

• Extensive experience as a CRM Business Analyst gained within financial services.
• Strong understanding of client/product data models; familiarity with tools like Data Cloud or Tableau is a plus.
• Proven ability to document processes using enterprise BPM systems and manage requirements via JIRA.
• Exceptional communication skills to bridge technical teams and business users effectively.
• Collaborative mindset with adaptability to manage multiple workstreams in fast‑paced environments.