CRM Business Analyst - Dynamics 365 / Salesforce

This is an excellent opportunity for a Business Analyst with experience in Microsoft Dynamics 365 or Salesforce who is looking to develop their career within a supportive technology team.

The organisation has an extensive CRM roadmap planned over the coming years, with a strong focus on improving existing processes, enhancing functionality and making better use of its CRM platform.

Working within an established Scrum team, you will collaborate with business stakeholders and technology teams to understand requirements, map existing processes and support the delivery of CRM enhancements and improvements.

The hiring manager is particularly interested in candidates who demonstrate a positive attitude, strong interpersonal skills, an ability to think creatively and a genuine willingness to learn and develop.

Tasks

• Gather, analyse and document business and functional requirements relating to CRM systems and processes.
• Work closely with stakeholders across business and technology teams to understand existing workflows and identify opportunities for improvement.
• Produce process maps, requirements documentation and user stories to support CRM-related change.
• Support the ongoing enhancement and optimisation of Microsoft Dynamics 365.
• Collaborate with developers and technical specialists within an Agile/Scrum environment.
• Support testing and implementation activities to ensure solutions meet business requirements.
• Contribute to a wider programme of CRM improvements and technology change.

• Previous Business Analyst experience, ideally around 1-3 years, although candidates with less experience and a strong track record will be considered.
• Experience working with Microsoft Dynamics 365 or Salesforce.
• Previous experience within Asset Management, Wealth Management or wider Financial Services.
• Strong process mapping, requirements gathering and stakeholder engagement skills.
• Good analytical and problem-solving abilities.
• Strong communication skills and a collaborative approach to working with business and technical teams.
• A proactive attitude, willingness to learn and interest in developing your Business Analysis career.

Desirable Experience:

• Previous experience working within an Agile/Scrum team.
• Familiarity with Azure DevOps.
• Exposure to Snowflake, data architecture or related data technologies.
• Previous Asset Management or Wealth Management experience.

• Salary of £70,000-£75,000, with potential flexibility up to £80,000 for candidates with the right experience.
• Permanent opportunity within an established Asset Management organisation.
• Hybrid working with approximately 50% office attendance, managed flexibly across the month.
• Extensive CRM roadmap offering varied and interesting project work.