CRM Business Analyst

Prudential Annuities Distributors (PAD); London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A global asset management firm in London seeks a highly analytical Business Analyst for its Sales and Servicing Technology team. You'll play a crucial role in developing innovative sales and marketing tools, requiring 8+ years of experience in business analysis and proficiency in CRM platforms like Salesforce. The ideal candidate will excel in problem-solving, communication, and collaborative skills within a dynamic team environment.

Benefits

Inclusive company culture

Opportunities for professional development

Qualifications

• 8+ years of Business Analysis experience.
• 2+ years CRM platform experience, Salesforce experience preferred.
• Strong written and oral communication skills.

Responsibilities

• Act as subject matter expert in CRM tools.
• Conduct user acceptance testing (UAT).
• Identify areas for improvement in processes.

Skills

Analytical skills

CRM expertise

Sales & Marketing knowledge

SQL proficiency

Communication skills

Education

BS / MS in Business Administration or Information Technology

Tools

Salesforce

Power BI

MS SQL Server

Job description

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

What you will do

We are seeking a highly analytical and technically savvy Business Analyst to join our Sales and Servicing Technology team. You will be embedded within a dynamic group focused on building innovative sales and marketing tools used by our Client Advisory Group. Working closely with our Sales, Marketing and Client Services teams, as well as our product delivery team, you will play a pivotal role in designing solutions for our stakeholders.

What you can expect

Will act as subject matter expert in CRM, BI Reporting and other Sales & Marketing tools and business process; providing support and guidance to users in the business.

Validate solutions through user acceptance testing (UAT) to ensure final deliverables meet both technical and business expectations. Prepare test plans, develop test scripts and conduct test execution.

Participate with internal business areas to solicit end user requirements, gain understanding of the purposes or goals of various processes, offerings, or practices. Ensure full understanding of impact to existing Salesforce platform.

Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.

Support production issues, manage vendor/system releases, and actively manage user priorities.

Conduct appropriate analysis of existing data to help identify patterns, aid in data quality and support business cases.

Drive end-to-end documentation and stakeholder alignment across delivery cycles.

Provide day-to-day support for sales, marketing and client service teams in their use of internal tools and platforms.

Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiency.

What you will bring

Experience supporting Sales Distribution, Client Service, Marketing and Product Development organizations.

8+ years of Business Analysis experience

Minimum of 2+ years CRM platform experience, Salesforce hands-on experience a plus.

Solid understanding of the business processes and workflows within Sales and Marketing

Ability to lead projects; refines user stories, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.

Knowledge of Financial Services/Asset Management Industry.

Proven ability to structure SQL queries, understand stored procedures, experience with Business Intelligence Reporting tools and understanding of relational database models. MS SQL Server, Power BI.

Strong analytical skills and ability to make independent decisions and develop creative solutions to support business strategies.

Proven ability to prioritize and manage work effectively.

Strong written and oral communication skills with a diverse group of associates and senior business leaders.

Advanced skills with Microsoft Office tools (Word, Excel, Visio, and PowerPoint). Power Platform, a plus.

What will set you apart?

Data Science/Data Analytics background

Experience with data visualization tools (e.g., Tableau, Power BI).

BS / MS in Business Administration or Information Technology.

Collaborative, team-oriented mindset with a passion for continuous learning and innovation.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025 , the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.

-

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

We are seeking a highly analytical and technically savvy Business Analyst to join our Sales and Servicing Technology team. You will be embedded within a dynamic group focused on building innovative sales and marketing tools used by our Client Advisory Group. Working closely with our Sales, Marketing and Client Services teams, as well as our product delivery team, you will play a pivotal role in designing solutions for our stakeholders.

What you can expect

• Will act as subject matter expert in CRM, BI Reporting and other Sales & Marketing tools and business process; providing support and guidance to users in the business.

• Validate solutions through user acceptance testing (UAT) to ensure final deliverables meet both technical and business expectations. Prepare test plans, develop test scripts and conduct test execution.

• Participate with internal business areas to solicit end user requirements, gain understanding of the purposes or goals of various processes, offerings, or practices. Ensure full understanding of impact to existing Salesforce platform.

• Proactively identify areas for improvement and introduce innovative recommendations, factoring in customer needs, external approaches, data analytics, as well as industry best practices.

• Support production issues, manage vendor/system releases, and actively manage user priorities.

• Conduct appropriate analysis of existing data to help identify patterns, aid in data quality and support business cases.

• Drive end-to-end documentation and stakeholder alignment across delivery cycles.

• Provide day-to-day support for sales, marketing and client service teams in their use of internal tools and platforms.

• Keep abreast of industry initiatives and market trends that impact the business to continue to improve efficiency.

What you will bring

• Experience supporting Sales Distribution, Client Service, Marketing and Product Development organizations.

• 8+ years of Business Analysis experience

• Minimum of 2+ years CRM platform experience, Salesforce hands-on experience a plus.

• Solid understanding of the business processes and workflows within Sales and Marketing

• Ability to lead projects; refines user stories, including identification of project risks and coordinating implementation activities, such as training and the documentation of business process changes.

• Knowledge of Financial Services/Asset Management Industry.

• Proven ability to structure SQL queries, understand stored procedures, experience with Business Intelligence Reporting tools and understanding of relational database models. MS SQL Server, Power BI.

• Strong analytical skills and ability to make independent decisions and develop creative solutions to support business strategies.

• Proven ability to prioritize and manage work effectively.

• Strong written and oral communication skills with a diverse group of associates and senior business leaders.

• Advanced skills with Microsoft Office tools (Word, Excel, Visio, and PowerPoint). Power Platform, a plus.

What will set you apart?

• Sales & Marketing experience, Asset Management a plus

• Data Science/Data Analytics background

• Python, a plus

• Experience with data visualization tools (e.g., Tableau, Power BI).

• BS / MS in Business Administration or Information Technology.

• Collaborative, team-oriented mindset with a passion for continuous learning and innovation.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

About PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025 , the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.

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Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.