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- Tasks: Collaborate to optimise CRM processes and enhance data-driven insights.
- Company: Global investment manager with a focus on innovation and transformation.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Shape the future of CRM in financial services and make a real impact.
- Qualifications: Experience as a CRM Business Analyst in financial services and strong communication skills.
- Other info: Join a dynamic team with a multi-year transformation programme.
The predicted salary is between 64000 - 84000 £ per year.
A global investment manager is seeking a Senior Business Analyst with strong CRM experience (Salesforce or Microsoft Dynamics 365) from a financial services background to join a multi-year CRM transformation programme. This role offers the opportunity to help shape how CRM platforms support Distribution, Marketing, Servicing, and Finance teams through enhanced functionality and improved data-driven insight. Hybrid working arrangement: 2-3 days in the London City offices. Initial 6 month engagement with a multi-year book of work budgeted.
Key Responsibilities:
- Collaborate across business units (Sales, Marketing, Servicing, Finance) to optimise CRM capabilities and processes.
- Develop robust client and product data models within Salesforce for global scalability.
- Produce high-quality business change documentation and manage requirements using JIRA.
- Facilitate workshops and stakeholder engagement sessions to gather insights and drive consensus.
- Work closely with cross-functional teams (UX, Data, Engineering) to deliver tailored solutions.
What You’ll Bring:
- Extensive experience as a CRM Business Analyst gained within financial services.
- Strong understanding of client/product data models; familiarity with tools like Data Cloud or Tableau is a plus.
- Proven ability to document processes using enterprise BPM systems and manage requirements via JIRA.
- Exceptional communication skills to bridge technical teams and business users effectively.
- Collaborative mindset with adaptability to manage multiple workstreams in fast-paced environments.
CRM Business Analyst in City of London employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Business Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for CRM Business Analyst roles. You never know who might have the inside scoop on an opportunity that’s not even advertised yet!
✨Tip Number 2
Get your hands dirty with some practical experience. If you can, volunteer for projects or take on freelance gigs that allow you to work with Salesforce or Microsoft Dynamics 365. This will not only boost your CV but also give you real-world examples to discuss in interviews.
✨Tip Number 3
Prepare for those interviews by brushing up on your communication skills. Practice explaining complex CRM concepts in simple terms, as you'll need to bridge the gap between technical teams and business users. Role-play with a friend or use online resources to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of exciting opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates all in one place!
We think you need these skills to ace CRM Business Analyst in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CRM experience, especially with Salesforce or Microsoft Dynamics 365. We want to see how your skills align with the responsibilities mentioned in the job description.
Showcase Your Communication Skills: Since this role involves collaborating with various teams, emphasise your exceptional communication skills. Share examples of how you've bridged gaps between technical and business users in your previous roles.
Highlight Your Experience with Data Models: Don’t forget to mention your understanding of client and product data models. If you’ve worked with tools like Data Cloud or Tableau, make sure to include that too – it could give you an edge!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Robert Walters UK
✨Know Your CRM Inside Out
Make sure you’re well-versed in both Salesforce and Microsoft Dynamics 365. Brush up on their functionalities, especially how they can enhance processes for Sales, Marketing, Servicing, and Finance teams. Being able to discuss specific features and how they can be applied in a financial services context will impress your interviewers.
✨Showcase Your Data Modelling Skills
Prepare to talk about your experience with client and product data models. Bring examples of how you've developed robust models in the past, and if you’ve used tools like Data Cloud or Tableau, mention those too. This will demonstrate your technical expertise and ability to scale solutions globally.
✨Master the Art of Documentation
Since producing high-quality business change documentation is key, be ready to discuss your approach to documenting processes. Familiarise yourself with enterprise BPM systems and JIRA, and consider bringing a sample of your work (if possible) to showcase your skills in managing requirements effectively.
✨Engage and Collaborate
Highlight your experience in facilitating workshops and engaging stakeholders. Prepare some anecdotes that illustrate your collaborative mindset and adaptability in fast-paced environments. This will show that you can bridge the gap between technical teams and business users, which is crucial for this role.
