At a Glance
- Tasks: Lead a structured assessment of Salesforce vs Microsoft Dynamics for CRM vendor selection.
- Company: Join a dynamic B2B services client focused on transformation projects.
- Benefits: Short-term contract with potential for future opportunities and professional growth.
- Why this job: Make a real impact by shaping the future of CRM solutions.
- Qualifications: 5-6 years as a Business Analyst with CRM experience and strong communication skills.
- Other info: Work in a fast-paced environment with senior stakeholders and drive meaningful change.
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
Senior Business Analyst - CRM Vendor Assessment in London employer: FreshMinds Talent
Contact Detail:
FreshMinds Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst - CRM Vendor Assessment in London
✨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 forget to showcase your process mapping skills! Bring examples of how you've defined future-state processes in previous roles. This will help demonstrate your ability to lead structured assessments and make informed recommendations.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Senior Business Analyst gig. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Senior Business Analyst - CRM Vendor Assessment in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with CRM systems like Salesforce and Microsoft Dynamics. We want to see how your skills align with the role, so don’t be shy about 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. Mention your experience in vendor assessments and how you can contribute to the Lead-to-Cash transformation.
Showcase Your Communication Skills: Since you'll be presenting findings to senior stakeholders, it's crucial to demonstrate your communication prowess in your application. Use clear and concise language, and maybe even include examples of past presentations or workshops you've led.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at FreshMinds Talent
✨Know Your CRM Inside Out
Make sure you’re well-versed in both Salesforce and Microsoft Dynamics. Understand their strengths, weaknesses, and how they fit into Lead-to-Cash processes. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Prepare for Requirements-Gathering Scenarios
Expect to discuss how you would run requirements-gathering workshops. Think about the types of questions you’d ask stakeholders and how you’d facilitate discussions. Practising these scenarios can help you articulate your approach during the interview.
✨Showcase Your Documentation Skills
Be ready to talk about your experience with producing clear documentation, like options papers and recommendation decks. Bring examples if possible, as this will illustrate your ability to communicate complex information effectively to senior stakeholders.
✨Demonstrate Stakeholder Management
Prepare to discuss how you’ve managed stakeholders in previous roles. Highlight your communication and facilitation skills, and be ready to share specific examples of how you’ve navigated ambiguous environments to drive clarity and structure.