CRM Business Analyst

Prudential Financial; Whitehall; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Business Analyst with over 8 years of experience. This role involves working closely with sales, marketing, and client services to build innovative tools and solutions. Candidates must have strong CRM and data analytics skills, a solid understanding of business processes, and experience with Salesforce. The position is located in Whitehall, England and offers an opportunity to drive impactful changes in a dynamic team.

Qualifications

• 8+ years of Business Analysis experience.
• Minimum of 2+ years CRM platform experience, Salesforce experience preferred.
• Proven ability to prioritize and manage workload.

Responsibilities

• Act as subject matter expert in CRM and marketing tools.
• Validate solutions through user acceptance testing.
• Identify areas for improvement and make recommendations.

Skills

Business Analysis

CRM platform experience

Sales and Marketing processes

SQL queries

Data analytics

Communication skills

Education

BS / MS in Business Administration or IT

Tools

Salesforce

Power BI

MS SQL Server

Microsoft Office

Job description

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.

Responsibilities

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

Qualifications

• 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.

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.