Business Analyst CRM

Lorven Technologies, Inc.; Foster City (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Lorven Technologies, Inc. in Foster City, CA is seeking a Senior Business Analyst with CRM and Life Sciences expertise to drive AI-enabled process improvements and customer engagement transformations.

You will partner with business, product, and technology teams to translate needs into actionable requirements, support solution evaluation, and guide CRM initiatives across the lifecycle. The role is full-time, hybrid with three onsite days, and requires deep knowledge of CRM platforms such as

Qualifications

• 10 years of business analysis experience, including 4+ years in CRM projects.
• Deep knowledge of Life Sciences commercial operations and CRM workflows.
• Experience with Veeva CRM, Salesforce, or Dynamics 365.
• Understanding of AI, Generative AI, Copilot, and automation.
• Proven requirements gathering and process analysis skills.
• Experience supporting Agile/Scrum delivery and UAT.
• Strong stakeholder management and workshop facilitation.
• Translate business needs into user stories and specs.
• Bachelor’s degree in IS/CS or equivalent.

Responsibilities

• Partner with stakeholders to map goals and CRM processes.
• Lead discovery workshops and document requirements and user stories.
• Evaluate CRM enhancements and AI-enabled capabilities.
• Support testing, acceptance criteria, and data analysis.
• Lead change management, training, and adoption activities.
• Prepare executive summaries and solution proposals.
• Communicate concepts across business and tech teams.
• Drive cross-functional alignment and data-driven decision making.

Skills

CRM platforms

Life Sciences domain

AI concepts

Requirements gathering

Stakeholder management

Workshop facilitation

User stories & specs

Agile delivery

UAT & adoption support

Data analysis

Education

Bachelor’s degree in IS/CS or equivalent

Tools

Jira

Azure DevOps

Confluence

Veeva/Salesforce

Power Platform

Job description

Business Analyst CRM

Foster City, CA 94404 - Hybrid with 3 days Onsite

Full-Time

We are hiring Business Analysts with experience in Life Sciences CRM processes and a strong understanding of AI-driven business solutions. The role will partner with business stakeholders, product teams, and technology teams to identify opportunities for AI-enabled process improvements and customer engagement transformation. Translate business needs into actionable requirements, support solution evaluation, and drive successful implementation of CRM and AI initiatives. Bring a combination of Life Sciences domain knowledge, CRM expertise, analytical thinking, and stakeholder management capabilities.”

Skills / Experience

• 10 years of Business Analysis experience with at least 4 years supporting CRM initiatives
• Strong understanding of Life Sciences commercial operations, customer engagement, and CRM processes
• Experience with Veeva CRM, Salesforce, Dynamics 365, or similar CRM platforms
• Understanding of AI, Generative AI, Copilot, automation, and emerging digital technologies
• Proven experience in requirements gathering, business process analysis, and solution definition
• Strong stakeholder management and workshop facilitation skills
• Experience translating business requirements into user stories, functional specifications, and acceptance criteria
• Experience supporting Agile/Scrum delivery teams; Strong analytical and problem-solving skills
• Experience supporting UAT, change management, training, and business adoption activities
• Bachelor’s Degree or higher in Information Systems, Computer Science, or equivalent experience

Secondary Skills / Good to have

• Experience with Veeva Vault and Veeva ecosystem; Knowledge of pharmaceutical sales, medical affairs, or commercial operations processes
• Experience with Microsoft Power Platform, Copilot, Salesforce Einstein, or similar AI platforms; Exposure to customer engagement analytics and reporting platforms
• Understanding of data governance, master data, and CRM integrations; Experience supporting AI proof-of-concepts and business case development
• Familiarity with regulatory and compliance considerations within Life Sciences; Experience working with distributed teams across the US and offshore locations

Skills/Tech Stack/Product & Domain Knowledge Snapshot

• Business Analysis — Requirements Elicitation, User Stories, Process Mapping, Gap Analysis
• CRM Platforms — Veeva CRM, Salesforce Health Cloud, Dynamics 365 CRM, or equivalent
• AI & Automation — Microsoft Copilot, Generative AI, Conversational AI, Intelligent Automation
• Stakeholder Management & Workshop Facilitation, Data Analysis & Reporting
• CRM Integrations & Digital Customer Engagement Platforms
• SDLC, UAT, Change Management, Adoption Support
• Agile Delivery — Jira, Azure DevOps, Confluence

Job / Role Description

• Partner with business stakeholders to understand goals, challenges, and operational processes; Analyze existing CRM workflows and identify opportunities for process optimization and AI adoption
• Facilitate discovery workshops, requirement gathering sessions, and stakeholder discussions; Document business requirements, user stories, process flows, and functional specifications
• Support evaluation and implementation of CRM enhancements and AI-enabled capabilities; Collaborate with product owners, architects, developers, and testing teams throughout the project lifecycle
• Define acceptance criteria and support user acceptance testing activities; Analyze business data and user feedback to identify opportunities for continuous improvement
• Support change management, user training, and adoption initiatives; Track requirements traceability and ensure alignment between business objectives and delivered solutions
• Prepare executive-ready summaries, recommendations, and solution proposals; Act as a trusted advisor between business and technology teams
• Communicate business and technology concepts effectively to diverse stakeholder groups; Facilitate workshops, interviews, and requirements sessions with business leaders
• Stakeholder Management — Build trusted relationships with business, product, and technology stakeholders. Navigate ambiguity and align cross-functional teams toward common objectives. Effectively manage stakeholder expectations and competing priorities; Leadership Skills — Lead business analysis activities across multiple workstreams. Influence decisions through data-driven recommendations and structured analysis. Drive consensus and support organizational change initiatives; Problem Solving & Analytical Thinking — Analyze complex business processes and identify improvement opportunities. Assess solution alternatives and recommend practical approaches. Apply structured thinking to define business problems and desired outcomes.