- Gather, analyse and prioritise business requirements across business and technology teams.
- Translate requirements into user stories, acceptance criteria and process flows.
- Facilitate workshops and engage with stakeholders to understand business needs.
- Analyse CRM processes and identify opportunities for improvement, automation and AI adoption.
- Define and validate business scenarios and functional requirements.
- Support functional testing, UAT and the overall delivery lifecycle.
- Contribute to MVP definition, business value assessments and project documentation.
Required Experience
- Strong Business Analysis experience within technology or digital transformation programmes.
- Previous experience within Financial Services or Banking.
- Good understanding of CRM platforms and customer-facing business processes.
- Strong requirements gathering, process mapping and analysis capabilities.
- Experience working in Agile delivery environments, producing user stories and acceptance criteria.
- Excellent stakeholder management and workshop facilitation skills.
- Experience using Jira and Confluence.
- Strong analytical, problem-solving and communication skills.
- Hands-on experience with Salesforce Sales Cloud or other Salesforce solutions.
- Understanding of Salesforce data models, workflows and CRM processes.
- Experience supporting Generative AI or intelligent automation initiatives.
- Knowledge of Microsoft Copilot and Teams.
- Experience with client intelligence, sales or relationship management processes.
Business Analyst - Salesforce/AI Transformation City of London, London, UK
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Business Analyst β Salesforce/Ai Transformation in City of London employer: Advanced Resource Managers
Join our dynamic team at Lillie Bridge, London, where we prioritise employee growth and development in a supportive work culture. As a Toolmaker/Inspection Engineer, you'll benefit from competitive pay, ongoing training opportunities, and the chance to work on exciting projects that make a real impact. Our commitment to excellence and innovation ensures that you will thrive in an environment that values your skills and contributions.
Contact Details:
Advanced Resource Managers Recruitment Team