Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool
Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth)

Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool

Liverpool Full-Time 40000 - 50000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Join us to transform clinical systems and CRM workflows for better mental health services.
  • Company: RTN Mental Health, a mission-driven organisation focused on innovative care.
  • Benefits: Remote work, flexible hours, and the chance to make a real impact.
  • Other info: Work with a supportive team and enjoy opportunities for personal and professional growth.
  • Why this job: Be part of a major digital transformation that enhances mental health support across the UK.
  • Qualifications: Experience in business analysis and digital transformation within healthcare is essential.

The predicted salary is between 40000 - 50000 £ per year.

Location: Remote

Contract Type: 9 Months Fixed-Term Contract, Full-time

Start Date: May 2026 preferred

About RTN Mental Health

At RTN Mental Health, we’re transforming the way neurodevelopmental and primary care mental health services are delivered across the UK. We combine clinical excellence with thoughtful innovation to deliver high-quality, person-centred care across NHS partnerships and private services. As we grow, we are building safe, effective and well-governed pathways that make mental health support more accessible, ethical and impactful. Our values sit at the heart of everything we do: Respect at our core, transformation in our actions, nurture in our care.

The Role

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:

  • Role 1: 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.
  • Role 2: 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 – 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.

Our Values in Action

  • Respect
    • We listen with empathy, value lived experience and communicate with honesty and care.
  • Transformation
    • We stay curious, embrace change and turn learning into practical improvement.
  • Nurture
    • We create safe, supportive environments where people can grow, contribute and do their best work.

Why Join RTN?

  • Be part of a growing, mission-driven healthcare organisation.
  • Play a key role in a major digital transformation programme.
  • Help shape RTN’s clinical systems, CRM workflows and operational infrastructure.
  • Work closely with clinical, operational, technical and senior leadership teams.
  • Support safer, more efficient and better-governed ways of working.
  • Work remotely with autonomy, flexibility and meaningful responsibility.

If you are a practical, detail-focused Business Analyst who can turn complex requirements into clear, safe and effective digital workflows, we would welcome your application.

Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool employer: RTN Mental Health

At RTN Mental Health, we pride ourselves on being an exceptional employer that champions innovation and clinical excellence in mental health services. Our remote work culture fosters autonomy and flexibility, allowing you to contribute meaningfully to our transformative digital initiatives while enjoying a supportive environment that prioritises employee growth and well-being. Join us to be part of a mission-driven team dedicated to making mental health support more accessible and impactful across the UK.
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Contact Detail:

RTN Mental Health Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool

Tip Number 1

Network like a pro! Reach out to people in your industry on LinkedIn or attend virtual meetups. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and its values. Make sure you can articulate how your skills align with their mission, especially around digital transformation and clinical systems.

Tip Number 3

Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your experience effectively.

Tip Number 4

Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar!

We think you need these skills to ace Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool

Business Analysis
Clinical Systems Implementation
Digital Transformation
Requirements Gathering
Process Documentation
Stakeholder Management
CRM Configuration
Data Migration
NHS Compliance (DSPT)
Workflow Design
Automation
Integration with Operational Systems
Attention to Detail
Experience with CRM Platforms (e.g., HubSpot, Salesforce)
Experience with Clinical Risk Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Business Analyst role. Highlight your experience with clinical systems or CRM implementations, and don’t forget to mention any relevant projects that showcase your skills in digital transformation.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about transforming mental health services and how your background aligns with our values at RTN Mental Health. Keep it concise but impactful!

Showcase Your Stakeholder Management Skills: In your application, emphasise your experience in stakeholder elicitation and management. We want to see how you've successfully gathered requirements and collaborated with various teams to drive projects forward.

Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets into the right hands!

How to prepare for a job interview at RTN Mental Health

Know Your Stuff

Before the interview, dive deep into the specifics of clinical systems and CRM platforms like HubSpot or Medicus. Familiarise yourself with their functionalities and how they align with RTN Mental Health's goals. This will show your genuine interest and understanding of the role.

Prepare for Stakeholder Scenarios

Think about past experiences where you've gathered requirements from stakeholders. Be ready to discuss how you facilitated workshops or one-on-one interviews, and how you tackled any challenges that arose. This will demonstrate your stakeholder management skills and ability to bridge gaps between technical and clinical teams.

Showcase Your Documentation Skills

Bring examples of process documentation or SOPs you've created in previous roles. Highlight how these documents contributed to smoother transitions or compliance with regulations. This will illustrate your attention to detail and commitment to creating clear, repeatable workflows.

Align with RTN's Values

Familiarise yourself with RTN Mental Health's core values: Respect, Transformation, and Nurture. Think of examples from your experience that reflect these values, and be prepared to discuss how you can embody them in your work as a Business Analyst.

Business Analyst – Digital Transformation (Clinical Systems / CRM & Growth) in Liverpool
RTN Mental Health
Location: Liverpool

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