Remote CRM Data & Platform Lead

Schroders; Greater London; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

Schroders is seeking a data-focused Principal Business Analyst to join the Data Technology Platforms team in London. You will own end-to-end CRM data capabilities, working across Salesforce CRM data, client lifecycle processes, and governance to deliver scalable data solutions.

You will collaborate with data engineers, QA, and business stakeholders, translating requirements into actionable specifications and ensuring traceability from discovery through production.

Qualifications

• Proven experience as a Business Analyst delivering data and/or technology change through the full SDLC in a regulated environment.
• Strong SQL querying skills (analysis, reconciliation, data validation) with experience using SQL Server and Snowflake (or equivalent cloud data warehouse).
• Strong requirements engineering capability: elicitation, structured documentation, acceptance criteria, traceability, and stakeholder sign-off.
• Ability to challenge requirements and proposed solutions constructively, balancing short-term delivery with strategic alignment.
• Excellent stakeholder management and communication skills, including experience working with senior business and technology stakeholders.
• Strong analytical and problem-solving skills; comfortable working with large, complex datasets.
• Strong delivery discipline: able to manage multiple workstreams, maintain momentum, and coordinate across teams.

Responsibilities

• Represent the Data Technology Platforms team across a portfolio of concurrent initiatives, ensuring delivery of data solutions that provide clear business outcomes.
• Independently lead discovery and requirement elicitation with business stakeholders; facilitate workshops, challenge assumptions, resolve ambiguity, and drive timely decisions.
• Translate business needs into clear, testable specifications, including epics/user stories, acceptance criteria, process flows, data definitions, source-to-target mappings, and data quality/control requirements.
• Partner with data engineers, architects, QA, and support teams to shape solution options, assess feasibility, and ensure end-to-end traceability from requirements through to implementation.
• Use SQL to investigate, profile, and validate data in SQL Server and Snowflake, supporting impact analysis, reconciliation, defect triage, and UAT readiness.
• Support testing and release activities end-to-end: defining test scenarios, coordinating UAT, validating outcomes (including data reconciliation), managing defects, and confirming production readiness.
• Own change through to production, including cutover planning inputs, release notes, operational handover to first‑line support, and early-life support coordination.
• Manage priorities across multiple projects, proactively surfacing risks, dependencies, and delivery trade-offs.

Skills

Business Analysis

SDLC experience

Stakeholder management

SQL querying

Requirements engineering

Agile delivery

Data analytics

Problem solving

Communication

Tools

Salesforce

CRM data models

SQL Server

Snowflake

Job description

Schroders is seeking a data-focused Principal Business Analyst to join the Data Technology Platforms team in London. You will own end-to-end CRM data capabilities, working across Salesforce CRM data, client lifecycle processes, and governance to deliver scalable data solutions.

You will collaborate with data engineers, QA, and business stakeholders, translating requirements into actionable specifications and ensuring traceability from discovery through production.