Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth)
Posted Today by RTN Mental Health
Negotiable
Fixed-Term
Remote
United Kingdom
Summary: The Business Analyst roles at RTN Mental Health focus on supporting a significant digital transformation program within clinical systems and CRM. The positions involve gathering requirements, documenting workflows, and ensuring compliance with NHS standards while facilitating the transition from manual processes to digital solutions. The roles require collaboration with various stakeholders to enhance operational efficiency and patient care. Candidates will play a crucial part in shaping the future of mental health services through innovative technology integration.
Key Responsibilities:
- Conduct workshops and interviews with stakeholders to identify pain points and gather requirements.
- Lead the configuration and implementation of clinical systems or CRM platforms.
- Ensure compliance with NHS DSPT requirements and clinical safety standards.
- Document processes and create standard operating procedures (SOPs) for new digital workflows.
- Oversee data migration and ensure safe handling of patient and operational data.
Key Skills:
- Experience in business analysis and digital transformation within healthcare.
- Strong understanding of NHS compliance requirements, including DSPT.
- Proficiency in documenting requirements and creating process documentation.
- Experience with clinical systems or CRM platforms such as HubSpot or Salesforce.
- Excellent stakeholder management and attention to detail.
Salary (Rate): undetermined
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: fixed-term
Seniority Level: undetermined
Industry: Other
Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth)
Location: Remote
Contract Type: 9 Months Fixed-Term Contract, Full-time
Start Date: May 2026 preferred
About RTN Mental Health
At RTN Mental Health, we’re transforming the way neurodevelopmental and primary care mental health services are delivered across the UK. We combine clinical excellence with thoughtful innovation to deliver high-quality, person-centred care across NHS partnerships and private services. As we grow, we are building safe, effective and well-governed pathways that make mental health support more accessible, ethical and impactful. Our values sit at the heart of everything we do: Respect at our core, transformation in our actions, nurture in our care.
The Role
We are creating x2 Business Analyst roles to support a major digital transformation programme across RTN Mental Health. Working within the Technical Transformation team, and alongside the Technical Project & Implementation Manager and Systems Administrator, you will focus primarily on one of two areas:
Role 1: Business Analyst – Clinical Systems
You will focus on clinical system transformation, including Medicus configuration, clinical workflow design, EPR implementation, clinical safety, DSPT alignment and patient data migration from legacy systems.
Role 2: Business Analyst – CRM & Growth
You will focus on CRM transformation, including target CRM configuration, referral pathways, growth workflows, automation, integrations and improved visibility across operational and commercial journeys.
Both roles will lead discovery, gather requirements, document workflows and support the configuration and rollout of systems that are safe, secure, compliant and fit for purpose. You will help bridge the gap between existing frontline knowledge and technical configuration, ensuring RTN moves from manual and fragmented workflows into documented, repeatable and well-controlled digital processes.
Role Responsibilities
- Stakeholder Elicitation
- Conduct workshops and one-to-one interviews with clinicians and other stakeholders to understand current pain points with Semble, Cerebric, HubSpot and related systems.
- Define clear “must-have” functional requirements for Medicus and/or the target CRM.
- Medicus / CRM Configuration & Rollout
- Act as the lead for configuration and implementation of the relevant target system, supported by the Systems Administrator.
- For the Clinical Systems role, this will focus on Medicus and clinical workflows.
- For the CRM & Growth role, this will focus on the target CRM and referral, growth and operational workflows.
- Ensure technical requirements meet clinical safety standards and support safe data migration.
- Process Documentation
- Support the transition from manual, unmanaged workflows to documented, repeatable SOPs within the new digital environment.
- Create clear process documentation that supports consistent ways of working.
- Compliance Integration
- Manage the configuration of workflows to align with NHS DSPT requirements, including 172+ mandatory controls.
- Ensure system design supports information governance, access controls, audit trails and safe data handling.
- Data Migration
- Oversee the migration of patient and operational data into the secure EPR and CRM environment.
- Support data mapping, cleansing and validation to ensure information is transferred safely and accurately.
About You
Business Analyst – Clinical Systems
Essential
- Experience in business analysis, clinical systems, digital transformation or systems implementation within a healthcare or regulated environment.
- Experience gathering, validating and documenting requirements from clinical stakeholders.
- Experience working with EPR, patient record systems or clinical workflow transformation.
- Experience supporting clinical system transitions, including configuration, rollout, data migration and safe implementation.
- Strong understanding of NHS compliance requirements, including DSPT.
- Ability to produce clear process documentation, SOPs and audit-ready system requirements.
- Strong stakeholder management skills, with excellent attention to detail.
Desirable
- Experience with Medicus, Semble, Cerebric or similar clinical systems.
- Experience with Clinical Risk Management, including DCB0160.
- Experience designing clinical UAT scripts or supporting safe go-live planning.
- Experience mapping, cleaning or normalising legacy clinical data.
- Experience supporting legacy EHR decommissioning.
- Experience in mental health, neurodevelopmental services or another regulated healthcare environment.
Business Analyst – CRM & Growth
Essential
- Experience in business analysis, CRM implementation, digital transformation or systems configuration.
- Experience with clinical system transitions and NHS compliance mandates (DSPT)
- Experience with CRM platforms such as HubSpot, Monday.com, Salesforce, Zoho or similar.
- Experience gathering and documenting requirements from operational, commercial or growth stakeholders.
- Experience designing CRM workflows, referral journeys, automation requirements and routing logic.
- Experience supporting CRM integrations with finance, reporting or operational systems.
- Strong process documentation, stakeholder management and attention to detail.
Desirable
- Experience with HubSpot or similar CRM platforms.
- Experience using iPaaS tools such as Make.com, Zapier or similar.
- Experience with RevOps, finance automation, Xero or invoicing workflows.
- Experience designing workflows that reduce manual data entry.
- Experience creating audit-ready documentation for compliance or governance purposes.
- Experience in healthcare, mental health, neurodevelopmental services or another regulated environment.
Our Values in Action
Respect
We listen with empathy, value lived experience and communicate with honesty and care.
Transformation
We stay curious, embrace change and turn learning into practical improvement.
Nurture
We create safe, supportive environments where people can grow, contribute and do their best work.
Why Join RTN?
Be part of a growing, mission-driven healthcare organisation.
Play a key role in a major digital transformation programme.
Help shape RTN’s clinical systems, CRM workflows and operational infrastructure.
Work closely with clinical, operational, technical and senior leadership teams.
Support safer, more efficient and better-governed ways of working.
Work remotely with autonomy, flexibility and meaningful responsibility.
If you are a practical, detail-focused Business Analyst who can turn complex requirements into clear, safe and effective digital workflows, we would welcome your application.