Salesforce/ CRM Business Analyst

Lorien; Greater London; Hybrid; GBP 50,000 - 70,000; Part time

Job summary

A leading consulting firm is seeking a Business Analyst to join their global CRM transformation initiative. In this hybrid role, you will bridge business needs with technical solutions, engaging with stakeholders and Agile teams to enhance Salesforce capabilities. We're looking for candidates with proven business analysis experience and strong Salesforce knowledge, particularly in a financial services context. Apply for a unique opportunity to be part of this dynamic project and drive user adoption across the organisation.

Qualifications

• Proven experience as a Business Analyst delivering change for complex global programmes.
• Experience of Salesforce and CRM processes.
• Strong analytical skills with expertise in requirements gathering and process mapping.

Responsibilities

• Engage with business stakeholders to gather and prioritise requirements.
• Analyse existing processes and identify opportunities for optimisation.
• Produce high-quality artefacts like user stories and process maps.
• Collaborate with Product Owners and Developers to ensure solution alignment.
• Support workshops and contribute to functional specifications.
• Assist in defining test scenarios and support UAT.
• Work with change management teams to support training and user adoption.

Skills

Business Analysis

Salesforce

Requirements Gathering

Process Mapping

Stakeholder Management

Documentation Skills

Agile Methodologies

Communication

Tools

Jira

Confluence

Job description

Role Title:

Business Analyst - Salesforce / CRM

Location:

Remote / Hybrid (Central London office)

Contract:

6-Month

About the Role:

My client in the Insurance Industry is embarking on an exciting global CRM transformation, consolidating platforms into a single, enterprise-wide Salesforce solution. As a Business Analyst, you will play a pivotal role in the successful delivery of this global rollout. Acting as the bridge between business needs and technical solutions, you will ensure requirements are clearly defined, documented, and translated into scalable Salesforce capabilities. You will work within a delivery squad, collaborating closely with stakeholders, product owners, and technical teams to enable seamless migration from legacy systems and drive adoption of Salesforce across the organisation.

Key Responsibilities:

• Engage with business stakeholders to gather, validate, and prioritise requirements.
• Analyse existing processes and identify opportunities for optimisation and automation.
• Produce high-quality artefacts including user stories, acceptance criteria, process maps, and data models.
• Collaborate with Product Owners, Architects, and Developers to ensure solutions align with business objectives and governance standards.
• Support workshops and contribute to functional specifications for integrations, data migration, and reporting.
• Assist in defining test scenarios and acceptance criteria, and support UAT.
• Work closely with change management teams to support training, communications, and user adoption activities.

Knowledge, Skills & Experience:

• Proven experience as a Business Analyst delivering change for complex global programmes.
• Experience of Salesforce.
• Strong analytical skills with expertise in requirements gathering and process mapping.
• Excellent communication and documentation skills, able to translate complex concepts into clear deliverables.
• Demonstrated stakeholder management and presentation skills.
• Ability to work in a fast‑paced environment with minimal supervision.
• Experience in insurance or financial services environments.
• Strong understanding of Salesforce modules (Sales Cloud, Service Cloud, Marketing Cloud) and CRM processes.
• Familiarity with Agile delivery methodologies and tools (e.g., Jira, Confluence).

Opportunity:

This is a unique opportunity to contribute to a global transformation programme, working with cutting‑edge Salesforce technology in a collaborative and innovative environment. Please apply if you feel you are suited to the position.