Salesforce/CRM Business Analyst
Posted Today by Lorien
Negotiable
Undetermined
Hybrid
London, UK
Summary: The Business Analyst - Salesforce/CRM role involves leading a global CRM transformation project within the insurance industry, focusing on consolidating platforms into a unified Salesforce solution. The position requires collaboration with stakeholders and technical teams to ensure effective migration from legacy systems and to drive user adoption of Salesforce. The analyst will be responsible for defining and documenting business requirements, producing high-quality deliverables, and supporting change management initiatives. This role offers a unique opportunity to work with advanced Salesforce technology in a dynamic environment.
Key Responsibilities:
- Engage with business stakeholders to gather, validate, and prioritise requirements.
- Analyse existing processes and identify opportunities for optimisation and automation.
- Produce high-quality artefacts including user stories, acceptance criteria, process maps, and data models.
- Collaborate with Product Owners, Architects, and Developers to ensure solutions align with business objectives and governance standards.
- Support workshops and contribute to functional specifications for integrations, data migration, and reporting.
- Assist in defining test scenarios and acceptance criteria, and support UAT.
- Work closely with change management teams to support training, communications, and user adoption activities.
Key Skills:
- Proven experience as a Business Analyst delivering change for complex global programmes.
- Experience of Salesforce.
- Strong analytical skills with expertise in requirements gathering and process mapping.
- Excellent communication and documentation skills, able to translate complex concepts into clear deliverables.
- Demonstrated stakeholder management and presentation skills.
- Ability to work in a fast-paced environment with minimal supervision.
- Experience in insurance or financial services environments.
- Strong understanding of Salesforce modules (Sales Cloud, Service Cloud, Marketing Cloud) and CRM processes.
- Familiarity with Agile delivery methodologies and tools (eg, Jira, Confluence).
Salary (Rate): undetermined
City: London
Country: UK
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Role Title: Business Analyst - Salesforce/CRM
Location: Remote/Hybrid (Central London office)
Contract: 6-Month
About the Role:
My client in the Insurance Industry is embarking on an exciting global CRM transformation, consolidating platforms into a single, enterprise-wide Salesforce solution. As a Business Analyst, you will play a pivotal role in the successful delivery of this global rollout. Acting as the bridge between business needs and technical solutions, you will ensure requirements are clearly defined, documented, and translated into scalable Salesforce capabilities.
You will work within a delivery squad, collaborating closely with stakeholders, product owners, and technical teams to enable seamless migration from Legacy systems and drive adoption of Salesforce across the organisation.
Key Responsibilities:- Engage with business stakeholders to gather, validate, and prioritise requirements.
- Analyse existing processes and identify opportunities for optimisation and automation.
- Produce high-quality artefacts including user stories, acceptance criteria, process maps, and data models.
- Collaborate with Product Owners, Architects, and Developers to ensure solutions align with business objectives and governance standards.
- Support workshops and contribute to functional specifications for integrations, data migration, and reporting.
- Assist in defining test scenarios and acceptance criteria, and support UAT.
- Work closely with change management teams to support training, communications, and user adoption activities.
Knowledge, Skills & Experience:
- Proven experience as a Business Analyst delivering change for complex global programmes.
- Experience of Salesforce
- Strong analytical skills with expertise in requirements gathering and process mapping.
- Excellent communication and documentation skills, able to translate complex concepts into clear deliverables.
- Demonstrated stakeholder management and presentation skills.
- Ability to work in a fast-paced environment with minimal supervision.
- Experience in insurance or financial services environments.
- Strong understanding of Salesforce modules (Sales Cloud, Service Cloud, Marketing Cloud) and CRM processes.
- Familiarity with Agile delivery methodologies and tools (eg, Jira, Confluence).
This is a unique opportunity to contribute to a global transformation programme, working with cutting-edge Salesforce technology in a collaborative and innovative environment. Please apply if you feel you are suited to the position
Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.
