CRM Business Analyst

CRM Business Analyst

Liverpool Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead workshops and design customer engagement solutions that drive real-world impact.
  • Company: Pulse Solutions, a purpose-driven digital transformation specialist.
  • Benefits: Competitive day rate, flexible working, and a chance to lead impactful projects.
  • Why this job: Make a difference by transforming experiences for universities and charities.
  • Qualifications: Experience with CRM solutions and strong communication skills.
  • Other info: Join a collaborative team focused on continuous improvement and innovation.

The predicted salary is between 36000 - 60000 £ per year.

At Pulse Solutions, we don’t just deliver projects, we drive impact. We specialise in outcome-focused digital transformation solutions that help mission-led organisations turn bold strategies into real-world results.

Our Purpose

We partner with universities, charities, and other purpose-driven sectors to tackle high-impact challenges. Whether it’s transforming student experiences or modernising nonprofit operations, our work creates measurable change that matters.

The Role

We’re looking for an experienced CRM Business Analyst to shape and deliver customer engagement solutions that truly make a difference. You’ll translate strategic goals into practical solutions capturing stakeholder needs, shaping clear requirements, and guiding the design process from initial discovery through to successful delivery.

What You’ll Do

  • Lead workshops and discovery sessions to uncover business needs and pain points
  • Translate stakeholder goals into functional requirements and user stories
  • Collaborate with developers, consultants, and project teams to design scalable, user-centric D365 CE solutions
  • Support testing, training, and change management to ensure successful adoption
  • Champion continuous improvement and user experience throughout the project lifecycle

What You’ll Bring

  • Proven experience as a Business Analyst in D365 CE or with other CRM solutions (Salesforce, Hubspot, Zoho, SugarCRM etc.)
  • Strong stakeholder engagement and communication skills
  • Ability to document and translate business needs into technical requirements
  • Understanding of business processes and CRM best practice
  • Passion for purpose-driven work and making a real-world impact

What We Offer

  • Competitive day rate (outside IR35)
  • Flexible working arrangements
  • Opportunity to lead high-impact projects
  • Collaborative and innovative team culture

If you\’re looking for your next role and you like the sound of working on impactful projects, we would love to hear from you!

CRM Business Analyst employer: Pulse Solutions

At Pulse Solutions, we pride ourselves on being an exceptional employer that champions a collaborative and innovative work culture. Our commitment to flexible working arrangements and competitive day rates empowers our employees to thrive while making a meaningful impact in purpose-driven sectors. Join us to lead high-impact projects that transform lives and create measurable change, all within a supportive environment that fosters professional growth and development.
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Contact Detail:

Pulse Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CRM Business Analyst

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend relevant events, and engage with professionals on platforms like LinkedIn. We can’t stress enough how personal connections can lead to job opportunities.

✨Tip Number 2

Prepare for interviews by researching the company and its projects. Understand their mission and values, especially how they drive impact in sectors like education and charity. This will help you tailor your responses and show that you’re genuinely interested in making a difference.

✨Tip Number 3

Practice your storytelling skills! Be ready to share specific examples of how you’ve tackled challenges in previous roles. We want to hear about your experiences as a CRM Business Analyst and how you’ve contributed to successful outcomes.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us that you’re serious about joining our team and contributing to impactful projects.

We think you need these skills to ace CRM Business Analyst

CRM Solutions (D365 CE, Salesforce, Hubspot, Zoho, SugarCRM)
Stakeholder Engagement
Communication Skills
Business Process Understanding
Technical Requirements Documentation
User-Centric Design
Workshop Facilitation
Change Management
Testing Support
Continuous Improvement
User Experience Advocacy
Project Lifecycle Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of CRM Business Analyst. Highlight your experience with D365 CE or other CRM solutions, and don’t forget to showcase your stakeholder engagement skills. We want to see how you can drive impact!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about purpose-driven work and how your skills align with our mission at Pulse Solutions. Be genuine and let your personality come through.

Showcase Relevant Projects: If you've worked on projects that involved transforming customer engagement or improving user experiences, make sure to mention them. We love seeing real-world examples of how you've made a difference in previous roles!

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 shows us you’re keen on joining our team!

How to prepare for a job interview at Pulse Solutions

✨Know Your CRM Inside Out

Make sure you’re well-versed in D365 CE and other CRM solutions like Salesforce or Hubspot. Brush up on their features, functionalities, and how they can be applied to real-world scenarios. This will help you demonstrate your expertise and show that you can translate stakeholder goals into practical solutions.

✨Prepare for Stakeholder Engagement

Since the role involves strong stakeholder engagement, think about past experiences where you’ve successfully led workshops or discovery sessions. Be ready to share specific examples of how you uncovered business needs and translated them into functional requirements. This will showcase your communication skills and ability to connect with various stakeholders.

✨Showcase Your Problem-Solving Skills

Be prepared to discuss how you approach identifying pain points and developing user-centric solutions. Think of a few challenges you’ve faced in previous roles and how you overcame them. This will highlight your analytical skills and your passion for continuous improvement.

✨Emphasise Your Passion for Purpose-Driven Work

Pulse Solutions is all about making a real-world impact, so don’t shy away from expressing your enthusiasm for purpose-driven projects. Share any relevant experiences where you contributed to meaningful change, whether in a professional or volunteer capacity. This will resonate with the interviewers and align you with their mission.

CRM Business Analyst
Pulse Solutions
Location: Liverpool
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