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- Tasks: Support digital transformation in mental health through clinical systems and CRM analysis.
- Company: Join a forward-thinking organisation dedicated to improving mental health services.
- Benefits: Gain valuable experience, competitive pay, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and compliance.
- Why this job: Make a real difference in healthcare by transforming systems that impact patient care.
- Qualifications: Experience in business analysis, clinical systems, or CRM implementation is essential.
The predicted salary is between 37000 - 45000 £ per year.
We are creating x2 Business Analyst roles to support a major digital transformation programme across RTN Mental Health. Working within the Technical Transformation team, and alongside the Technical Project & Implementation Manager and Systems Administrator, you will focus primarily on one of two areas:
- Business Analyst - Clinical Systems – You will focus on clinical system transformation, including Medicus configuration, clinical workflow design, EPR implementation, clinical safety, DSPT alignment and patient data migration from legacy systems.
- Business Analyst - CRM & Growth – You will focus on CRM transformation, including target CRM configuration, referral pathways, growth workflows, automation, integrations and improved visibility across operational and commercial journeys.
Both roles will lead discovery, gather requirements, document workflows and support the configuration and rollout of systems that are safe, secure, compliant and fit for purpose. You will help bridge the gap between existing frontline knowledge and technical configuration, ensuring RTN moves from manual and fragmented workflows into documented, repeatable and well‑controlled digital processes.
Role Responsibilities
- Stakeholder Elicitation – Conduct workshops and one‑to‑one interviews with clinicians and other stakeholders to understand current pain points with Semble, Cerebric, HubSpot and related systems. Define clear "must‑have" functional requirements for Medicus and/or the target CRM.
- Medicus / CRM Configuration & Rollout – Act as the lead for configuration and implementation of the relevant target system, supported by the Systems Administrator. For the Clinical Systems role, this will focus on Medicus and clinical workflows. For the CRM & Growth role, this will focus on the target CRM and referral, growth and operational workflows. Ensure technical requirements meet clinical safety standards and support safe data migration.
- Process Documentation – Support the transition from manual, unmanaged workflows to documented, repeatable SOPs within the new digital environment. Create clear process documentation that supports consistent ways of working.
- Compliance Integration – Manage the configuration of workflows to align with NHS DSPT requirements, including 172+ mandatory controls. Ensure system design supports information governance, access controls, audit trails and safe data handling.
- Data Migration – Oversee the migration of patient and operational data into the secure EPR and CRM environment. Support data mapping, cleansing and validation to ensure information is transferred safely and accurately.
About You
- Business Analyst - Clinical Systems – Essential – Experience in business analysis, clinical systems, digital transformation or systems implementation within a healthcare or regulated environment. Experience gathering, validating and documenting requirements from clinical stakeholders. Experience working with EPR, patient record systems or clinical workflow transformation. Experience supporting clinical system transitions, including configuration, rollout, data migration and safe implementation. Strong understanding of NHS compliance requirements, including DSPT. Ability to produce clear process documentation, SOPs and audit‑ready system requirements. Strong stakeholder management skills, with excellent attention to detail.
- Business Analyst - Clinical Systems – Desirable – Experience with Medicus, Semble, Cerebric or similar clinical systems. Experience with Clinical Risk Management, including DCB0160. Experience designing clinical UAT scripts or supporting safe go‑live planning. Experience mapping, cleaning or normalising legacy clinical data. Experience supporting legacy EHR decommissioning. Experience in mental health, neurodevelopmental services or another regulated healthcare environment.
- Business Analyst - CRM & Growth – Essential – Experience in business analysis, CRM implementation, digital transformation or systems configuration. Experience with clinical system transitions and NHS compliance mandates (DSPT). Experience with CRM platforms such as HubSpot, Monday.com, Salesforce, Zoho or similar. Experience gathering and documenting requirements from operational, commercial or growth stakeholders. Experience designing CRM workflows, referral journeys, automation requirements and routing logic. Experience supporting CRM integrations with finance, reporting or operational systems. Strong process documentation, stakeholder management and attention to detail.
- Business Analyst - CRM & Growth – Desirable – Experience with HubSpot or similar CRM platforms. Experience using iPaaS tools such as Make.com, Zapier or similar. Experience with RevOps, finance automation, Xero or invoicing workflows. Experience designing workflows that reduce manual data entry. Experience creating audit‑ready documentation for compliance or governance purposes. Experience in healthcare, mental health, neurodevelopmental services or another regulated environment.
Digital Transformation BA: Clinical Systems & CRM in Colchester employer: RTN Mental Health
Contact Detail:
RTN Mental Health Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Digital Transformation BA: Clinical Systems & CRM in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the healthcare and digital transformation sectors. Attend relevant events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its current projects. Familiarise yourself with their clinical systems and CRM tools. This will help you tailor your responses and show that you're genuinely interested in contributing to their digital transformation journey.
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples of how you've tackled challenges in previous roles, especially around clinical systems or CRM implementations. This will demonstrate your experience and problem-solving abilities to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Digital Transformation BA: Clinical Systems & CRM in Colchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the specific role you're applying for. Highlight your relevant experience in clinical systems or CRM transformation, and show us how you can bridge the gap between technical and clinical needs.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past experiences that align with the responsibilities mentioned in the job description. We want to see how you've successfully gathered requirements or managed stakeholders in similar environments.
Be Clear and Concise: When writing your application, clarity is key. Use straightforward language and structure your thoughts logically. This will help us understand your thought process and how you approach problem-solving, which is crucial for a Business Analyst role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re genuinely interested in joining our team at StudySmarter!
How to prepare for a job interview at RTN Mental Health
✨Know Your Systems
Familiarise yourself with the clinical systems and CRM platforms mentioned in the job description, like Medicus and HubSpot. Understanding their functionalities and how they fit into digital transformation will show your genuine interest and readiness for the role.
✨Prepare for Stakeholder Engagement
Since stakeholder elicitation is key, practice how you would conduct workshops or one-on-one interviews. Think about the questions you’d ask to uncover pain points and requirements, and be ready to demonstrate your approach during the interview.
✨Showcase Your Compliance Knowledge
Brush up on NHS compliance requirements, especially the DSPT. Be prepared to discuss how you would ensure that system configurations meet these standards, as this is crucial for both roles.
✨Document Your Process
Be ready to talk about your experience in creating clear process documentation and SOPs. Bring examples of how you've transitioned workflows from manual to digital, as this will highlight your ability to support the organisation's goals effectively.