Business Analyst – Salesforce/Ai Transformation

• Gather, analyse and prioritise business requirements across business and technology teams.
• Translate requirements into user stories, acceptance criteria and process flows.
• Facilitate workshops and engage with stakeholders to understand business needs.
• Analyse CRM processes and identify opportunities for improvement, automation and AI adoption.
• Define and validate business scenarios and functional requirements.
• Support functional testing, UAT and the overall delivery lifecycle.
• Contribute to MVP definition, business value assessments and project documentation.

Required Experience

• Strong Business Analysis experience within technology or digital transformation programmes.
• Previous experience within Financial Services or Banking.
• Good understanding of CRM platforms and customer-facing business processes.
• Strong requirements gathering, process mapping and analysis capabilities.
• Experience working in Agile delivery environments, producing user stories and acceptance criteria.
• Excellent stakeholder management and workshop facilitation skills.
• Experience using Jira and Confluence.
• Strong analytical, problem-solving and communication skills.
• Hands-on experience with Salesforce Sales Cloud or other Salesforce solutions.
• Understanding of Salesforce data models, workflows and CRM processes.
• Experience supporting Generative AI or intelligent automation initiatives.
• Knowledge of Microsoft Copilot and Teams.
• Experience with client intelligence, sales or relationship management processes.

Business Analyst – Salesforce/AI Transformation City of London, London, UK

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