Overview
In this role you will lead complex business analysis for Salesforce and CRM transformation within a fast-paced technology programme. You will collaborate with Product Owners, developers and senior stakeholders to shape technical solutions and support migrations and system enhancements. You will challenge requirements, influence decisions and guide fellow Business Analysts throughout the delivery lifecycle. This is a hands-on BA position focused on delivering impactful CRM initiatives in a financial services context.
Responsibilities
- Lead complex business analysis across Salesforce and CRM transformation initiatives
- Collaborate with Product Owners, Developers and senior stakeholders to shape technical solutions
- Support Salesforce migrations, system enhancements, prototyping and delivery
- Challenge requirements and influence decisions to translate business needs into practical solutions
- Play a hands-on role throughout the delivery lifecycle and mentor other Business Analysts
Key requirements
- 4–6+ years of relevant experience as a Business Analyst or Senior Business Analyst
- Experience with Salesforce or other enterprise CRM platforms
- Desirable exposure to Salesforce Financial Services Cloud (FSC), Marketing Cloud or CRM migrations
- Excellent stakeholder management and ability to influence decisions
- Ability to bridge technical teams and business stakeholders
- Financial Services experience is advantageous but not essential
- stakeholder management
- influencing and challenging requirements
- communication and collaboration
- Salesforce
- CRM platforms
- Salesforce Financial Services Cloud (FSC)
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