Salesforce/ CRM Business Analyst

Lorien; Greater London; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

A consulting firm is seeking a Business Analyst to lead their Salesforce/CRM transformation effort. This role requires proven experience in business analysis for complex global programs, strong analytical skills, and expertise in Salesforce. You will engage with stakeholders to gather requirements, produce user documentation, and support user adoption activities. The position offers a unique chance to work on a significant global rollout in a collaborative and fast-paced environment, with both remote and hybrid working options.

Qualifications

• Proven experience as a Business Analyst in complex global programmes.
• Experience with Salesforce and CRM processes.
• Strong analytical and process mapping skills.

Responsibilities

• Engage with stakeholders to gather and prioritize requirements.
• Produce user stories, acceptance criteria, and process maps.
• Support user acceptance testing and change management efforts.

Skills

Business Analysis

Salesforce experience

Analytical skills

Communication skills

Stakeholder management

Process mapping

Agile methodologies

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).

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