CRM Business Analyst

WinWire; Foster City (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

WinWire seeks an experienced Business Analyst specializing in Life Sciences CRM and AI-enabled solutions in Foster City, CA. You will partner with business stakeholders, product teams, and technology groups to translate needs into actionable requirements for CRM platforms such as Veeva, Salesforce, and Dynamics 365, with a focus on AI-driven improvements.

The role requires 12+ years of BA experience, strong stakeholder management, and the ability to drive adoption through UAT, change management,

Qualifications

• Bachelor’s degree or higher in Information Systems, Computer Science, or equivalent experience.
• 12+ years of Business Analysis experience.
• 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.
• Excellent written and verbal communication skills.

Responsibilities

• 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.

Skills

CRM expertise

Stakeholder management

Requirements gathering

Agile/Scrum

User stories & specs

UAT & change management

Communication skills

Education

Bachelor's degree in Information Systems or Computer Science

Tools

Veeva CRM

Salesforce

Dynamics 365

Job description

Job Title: Business Analyst - CRM Solutions (Life Sciences)

Location: Foster city, CA

Duration: FTE

Educational Qualification*

Bachelor’s Degree or higher in Information Systems, Computer Science, or equivalent experience.

Experience Range

12 Years

Role: Business Analyst - AI & CRM Solutions (Life Sciences)

Domain: Life Sciences, Pharmaceutical Commercial Operations, Customer Engagement

• CRM Platforms: Veeva CRM, Salesforce Health Cloud, Dynamics 365 CRM, or equivalent
• AI & Automation: Microsoft Copilot, Generative AI, Conversational AI, Intelligent Automation
• Business Analysis: Requirements Elicitation, User Stories, Process Mapping, Gap Analysis
• CRM Integrations & Digital Customer Engagement Platforms

Role Summary - (To be filled by Practice /DO)

• WinWire is seeking an experienced Business Analyst with expertise 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.
• The candidate will translate business needs into actionable requirements, support solution evaluation, and drive successful implementation of CRM and AI initiatives.
• The ideal candidate will bring a combination of Life Sciences domain knowledge, CRM expertise, analytical thinking, and stakeholder management capabilities.

Primary (Must have skills)* - To be Screened by TA Team

• 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.
• Excellent written and verbal communication skills.

Why This Role Matters - New addition (To be filled by Practice /DO)

• This role will help shape and accelerate AI-enabled transformation initiatives within Life Sciences commercial operations.
• The individual will bridge business and technology teams to ensure CRM and AI solutions address real business needs and deliver measurable value.
• Success in this role will improve customer engagement processes, user productivity, and operational efficiency.
• The insights and requirements developed by this role will directly influence future CRM and AI solution adoption across the organization.

What You'll Do/

Job Description of Role* (RNR) - To be Evaluated by Technical Panel (Define it to give more clarity)

• 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.