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For Companies At a Glance
- Tasks: Lead CRM migration and support delivery of Microsoft Dynamics 365.
- Company: Fast-growing FinTech simplifying global trading and cash management.
- Benefits: Remote work, competitive pay, and opportunity to shape innovative solutions.
- Why this job: Join a dynamic team and make a real impact in a rapidly scaling company.
- Qualifications: 3-5+ years as a Business Analyst with CRM experience.
- Other info: Work fully remotely with occasional travel to London office.
The predicted salary is between 48000 - 72000 £ per year.
About VFX
VFX is a fast-growing FinTech simplifying global trading and cash management for businesses worldwide. We remove complexity so clients can transact globally with confidence. Our tailored, secure, and efficient solutions span FX and international payments, multi-currency accounts, and integrations that make global operations effortless. With six offices, five regulatory licences, and an 83% CAGR over the past three years, we’re scaling fast and earning industry recognition along the way — including CNBC UK's Top Fintech Companies for 2025, Wealth & Finance FinTech Awards 2025, and the Business Growth Award from Business Awards UK. Behind it all is a team of ambitious VFXers who think like founders, never stop learning, and go the extra mile to help our clients succeed.
About the Role
We are seeking a Contract Senior Business Analyst (3-6 months) to help shape, define and support the delivery of our new Microsoft Dynamics 365 CRM and the migration away from Salesforce. You will work closely with Sales, Marketing, Product, Technology, and Compliance to ensure the CRM supports efficient lead management, clean data flows, and scalable operational workflows. This role is well suited to an experienced contractor who enjoys owning workstreams, bringing structure to ambiguity, and delivering core systems during periods of rapid change and growth. The engagement is delivery-focused, with clear outcomes and close collaboration across the business. This role is offered on a contract basis and can be performed fully remotely from the UK. Occasional travel to our London office may be required on occasion.
Key Responsibilities
- Requirements & Process Analysis: Lead structured discovery sessions with internal stakeholders to define CRM requirements clearly and objectively. Analyse current-state processes and design future-state workflows aligned to best practice and VFX’s ways of working. Produce clear functional requirements, user stories, acceptance criteria, and supporting documentation.
- Solution Design & Alignment: Translate business requirements into solution design inputs for internal technical teams and implementation partners. Support evaluation of solution options to ensure alignment with business, regulatory, and data requirements. Help define CRM standards, including workflows, field structures, permissions, and governance.
- Migration & Delivery Support: Support the Salesforce-to-Dynamics migration, including data mapping, cleansing, validation, and migration testing. Contribute to workshops, UAT, and solution walkthroughs to validate the CRM against agreed requirements. Review delivery artefacts and proactively identify gaps, ambiguities, or risks.
- Stakeholder Engagement: Work collaboratively with Sales, Marketing, Compliance, and Operations to prioritise requirements and maintain alignment. Communicate progress, risks, and decisions clearly and professionally. Support training materials, documentation, and change-management activity.
- Quality, Testing & Adoption: Define test scenarios and contribute to UAT cycles, documenting outcomes and issues. Ensure feedback is captured, structured, and addressed appropriately. Support strong adoption through clear documentation and stakeholder involvement.
Required Experience & Profile
- 3–5+ years’ experience as a Business Analyst or consultant, ideally within CRM, digital transformation, or operational systems.
- Strong experience with Microsoft Dynamics 365 (Sales) or another enterprise CRM.
- Proven experience supporting system migrations, ideally involving CRM transitions.
- Solid understanding of CRM data models, workflows, automation, and user roles.
- Familiarity with lead management and sales operations processes.
- Comfortable operating in environments with evolving requirements and multiple cross-team dependencies.
- Confident working autonomously while collaborating closely with internal teams.
Senior Business Analyst - Contract employer: VFX Financial
Contact Detail:
VFX Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Business Analyst - Contract
✨Tip Number 1
Network like a pro! Reach out to your connections in the FinTech space, especially those who might know someone at VFX. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by diving deep into VFX’s products and services. Understand their CRM needs and think about how your experience with Microsoft Dynamics 365 can add value. Show them you’re not just another candidate!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Business Analyst - Contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Business Analyst role. Highlight your experience with Microsoft Dynamics 365 and any CRM migrations you've been involved in. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for VFX and how your past experiences can help us simplify global trading. Keep it engaging and relevant to the role.
Showcase Your Analytical Skills: As a Business Analyst, your analytical skills are key. In your application, provide examples of how you've led discovery sessions or defined requirements in previous roles. We love seeing concrete examples of your work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the VFX team!
How to prepare for a job interview at VFX Financial
✨Know Your CRM Inside Out
Make sure you brush up on Microsoft Dynamics 365 and any other CRM systems you've worked with. Be ready to discuss how you've used these tools in past roles, especially in relation to lead management and data flows. This will show that you understand the technical side of the role and can hit the ground running.
✨Prepare for Scenario-Based Questions
Expect questions that ask you to solve hypothetical problems or describe how you would handle specific situations. Think about your past experiences and be ready to share examples where you've led discovery sessions, managed migrations, or collaborated with cross-functional teams. This will demonstrate your ability to navigate ambiguity and deliver results.
✨Showcase Your Stakeholder Engagement Skills
Since this role involves working closely with various teams, be prepared to discuss how you've successfully engaged stakeholders in previous projects. Highlight your communication strategies and how you’ve ensured alignment across different departments. This will illustrate your collaborative approach and ability to manage expectations.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in VFX and the role. Inquire about their current challenges with the CRM migration or how they measure success in this position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
