Principal Salesforce Business Analyst (Lead II – Business Analysis)

Overview

In this role, you will partner with senior stakeholders to drive business transformation and shape client technology solutions within asset management. You will lead requirements gathering, process analysis, and solution design for complex initiatives, focusing on Salesforce-related programs and data integration to enhance client journeys. You will drive proof-of-concept and value studies to inform investment and roadmap decisions, leveraging AI opportunities to boost productivity and decision-making. This position offers cross-functional impact across global teams in a hybrid London setting.

Responsibilities

• Partner with Product Leads and senior stakeholders across multiple domains
• Lead requirements gathering, process analysis, and solution design for complex tech initiatives
• Translate ambiguous challenges into actionable outcomes and delivery roadmaps
• Drive proof-of-concept and proof-of-value initiatives for business cases
• Support Salesforce and data integration programs to enhance customer journeys and insights
• Identify and leverage AI-enabled opportunities to improve productivity and engagement
• Produce high-quality BRDs, process models, gap analyses, and functional specifications

Key requirements

• Extensive Business Analysis experience within large Financial Services organisations
• Strong stakeholder management and communication skills with ability to influence at all levels
• Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation
• Salesforce experience with Salesforce Certified Platform Administrator certification
• Strong understanding of Agile, Waterfall, and hybrid delivery methodologies
• Experience supporting business, technology, data, and operating model transformation initiatives
• Proficiency with process mapping and technical diagramming tools
• Experience working with global teams and stakeholders across locations/time zones

• Stakeholder management
• Communication
• Facilitation
• Salesforce experience and Platform Administrator certification
• Agile, Waterfall, and hybrid delivery knowledge
• Process mapping and technical diagramming tools

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