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- Tasks: Lead a vendor assessment of Salesforce vs Microsoft Dynamics for a major project.
- Company: Join a dynamic B2B services client focused on transformation.
- Benefits: Competitive day rate, hybrid work, and immediate start.
- Why this job: Make impactful recommendations to senior stakeholders in a fast-paced environment.
- Qualifications: 5-6 years as a Business Analyst with CRM experience.
- Other info: Opportunity to enhance your skills in a complex, multi-system landscape.
The predicted salary is between 36000 - 60000 £ per year.
A client in the B2B services sector is seeking a Senior Business Analyst (CRM Vendor Assessment) to join the team for a 7-week contract. You will lead a structured assessment of Salesforce versus Microsoft Dynamics, reporting into the programme lead on a wider Lead-to-Cash transformation. The objective of the project is to define the optimal CRM platform, clarify integration requirements, and provide clear recommendations to senior stakeholders to support an informed vendor selection.
Responsibilities
- Lead a structured vendor assessment of Salesforce versus Microsoft Dynamics
- Run requirements-gathering workshops with business and technical stakeholders
- Map current Lead-to-Cash processes and define future-state process designs
- Evaluate integration needs across a complex, multi-system landscape
- Analyse functional, technical, and commercial trade-offs between CRM options
- Produce clear documentation, including options papers and recommendation decks
- Present findings and recommendations to senior stakeholders and project leadership
Requirements
- 5–6 years of experience as a Business Analyst in complex environments
- Strong BA fundamentals, including requirements elicitation, process mapping, and documentation
- Hands‑on familiarity with Salesforce and/or Microsoft Dynamics in a project setting
- Experience working on CRM, Lead-to-Cash, or sales process transformation initiatives
- Comfortable operating in ambiguous environments and driving structure and clarity
- Confident stakeholder manager with strong communication and facilitation skills
- Ability to work autonomously and proactively to move workstreams forward
- Prior experience in vendor assessment, tool evaluation, or product selection is highly desirable
Details
- Start date: Immediate start
- Duration: 7-week contract
- Day rate: Approximately £500 per day (LTD)
- Location: London / Hybrid
Senior Business Analyst - CRM Vendor Assessment employer: Freshminds Interim
Contact Detail:
Freshminds Interim Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst - CRM Vendor Assessment
✨Tip Number 1
Network like a pro! Reach out to your connections in the B2B services sector and let them know you're on the hunt for a Senior Business Analyst role. You never know who might have the inside scoop on opportunities or can refer you directly.
✨Tip Number 2
Prepare for those interviews by brushing up on your Salesforce and Microsoft Dynamics knowledge. Be ready to discuss your experience with CRM systems and how you've tackled vendor assessments in the past. Show them you’re the expert they need!
✨Tip Number 3
Don’t just wait for job postings; be proactive! Research companies that use Salesforce or Microsoft Dynamics and reach out directly. Express your interest in potential roles and how you can add value to their Lead-to-Cash transformation projects.
✨Tip Number 4
When you find a role that excites you, apply through our website! We make it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application and get you in front of the right people faster.
We think you need these skills to ace Senior Business Analyst - CRM Vendor Assessment
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with CRM systems like Salesforce and Microsoft Dynamics. We want to see how your skills align with the responsibilities of the role, so don’t hold back on showcasing relevant projects you've worked on!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Senior Business Analyst role. We love seeing enthusiasm and a clear understanding of the Lead-to-Cash transformation process, so let your personality come through.
Showcase Your Analytical Skills: In your application, be sure to highlight your analytical skills and experience in vendor assessments. We’re looking for someone who can clearly articulate functional, technical, and commercial trade-offs, so provide examples that demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved!
How to prepare for a job interview at Freshminds Interim
✨Know Your CRM Inside Out
Make sure you’re well-versed in both Salesforce and Microsoft Dynamics. Understand their features, strengths, and weaknesses, especially in the context of Lead-to-Cash processes. This knowledge will help you articulate your recommendations clearly during the interview.
✨Prepare for Requirements-Gathering Scenarios
Since you'll be running workshops with stakeholders, practice how you would elicit requirements effectively. Think of examples from your past experience where you successfully gathered and documented requirements, and be ready to discuss these in detail.
✨Map Out Your Process Mapping Skills
Brush up on your process mapping techniques. Be prepared to explain how you would approach mapping current Lead-to-Cash processes and designing future-state processes. Having a structured methodology in mind will impress your interviewers.
✨Showcase Your Stakeholder Management Skills
Communication is key in this role. Prepare examples that demonstrate your ability to manage stakeholders confidently. Think about times when you had to present findings or recommendations and how you navigated any challenges that arose.
