Overview
We are working with a premier commercial real estate firm that is undertaking a significant customer engagement and marketing technology transformation, moving away from Salesforce to a new marketing platform.
We are looking for an experienced Business Analyst who has played a key role in migrating from Salesforce to an alternative customer engagement, marketing automation or customer data platform.
You will work closely with business stakeholders, technical teams and implementation partners to assess existing capabilities, gather requirements and support the successful transition to the new platform.
This is an excellent opportunity to contribute to a strategic transformation, helping a leading commercial real estate business enhance its customer engagement, marketing capabilities and use of customer data.
Key Responsibilities
- Work with business stakeholders to gather, analyse and document requirements for the migration away from Salesforce.
- Review existing Salesforce functionality, workflows, customer data, marketing campaigns and customer journeys.
- Assess current processes and identify opportunities to improve customer engagement, personalisation and marketing effectiveness.
- Translate business requirements into functional specifications, user stories and acceptance criteria.
- Map existing Salesforce capabilities to the functionality available within the new customer engagement and marketing platform.
- Support the migration of customer data, audience segments, marketing campaigns, automated journeys and associated business processes.
- Facilitate workshops with stakeholders across marketing, CRM, customer engagement, operations and technology.
- Work closely with technical teams and third-party implementation partners to ensure business requirements are clearly understood and delivered.
- Support data mapping, system integrations, testing, user acceptance testing (UAT) and defect resolution.
- Identify risks, dependencies and potential gaps between existing and future-state capabilities.
- Support business readiness and the transition to the new platform, ensuring processes meet stakeholder requirements.
Essential Experience
- Proven experience as a Business Analyst on CRM, marketing technology or customer engagement transformation projects.
- Demonstrable experience migrating from Salesforce to an alternative customer engagement, marketing automation or customer data platform.
- Experience working with platforms that support customer segmentation, personalised communications, campaign management and automated customer journeys.
- Strong understanding of customer data, marketing processes and multi-channel customer engagement.
- Experience gathering and documenting business requirements, mapping processes and defining functional specifications.
- Proven ability to work with business stakeholders, technical teams and external implementation partners.
- Experience supporting data migration, system integration, testing and UAT.
- Excellent analytical, communication and stakeholder management skills.
Desirable Experience
- Experience delivering enterprise-scale marketing technology or customer engagement platform implementations.
- Experience integrating customer engagement platforms with CRM systems, data warehouses or other business applications.
- Experience working within commercial real estate, property, financial services or another complex B2B environment.
- Experience supporting business change, process optimisation and platform adoption.
Contract Details
- Duration: 6 months
- Location: London - 2-3 days per week in the office
- Day Rate: Up to £500 per day
- IR35 Status: Outside IR35