Business Analyst – Salesforce & Business Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £450 - £550 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.

We are looking for an experienced Business Process Analyst to join our client’s transformation initiative, focusing on Salesforce and business process optimisation. In this role, you will analyse, design, and optimise business processes, ensuring that Salesforce solutions align with organisational objectives.  As such, you will help the organisation improve efficiency, reduce costs, and enhance customer experience, driving long-term value and business success.

Key Responsibilities:

• Process Analysis: Evaluate and map current business processes, identifying areas for improvement and ensuring alignment with Salesforce capabilities.
• Requirements Gathering: Collaborate with business stakeholders to capture functional and non-functional requirements, translating them into actionable business process changes.
• Salesforce Optimisation: Work with Salesforce teams to ensure processes are streamlined and efficiently integrated within the platform, driving improved operational efficiency.
• Process Redesign: Design and document optimised business processes that leverage Salesforce to enhance productivity, reduce costs, and improve customer satisfaction.
• Stakeholder Engagement: Work closely with business leaders to ensure that process changes meet business needs, with clear communication and regular feedback loops.
• Continuous Improvement: Identify opportunities for ongoing process improvements, ensuring Salesforce solutions evolve alongside business needs.
• Training & Support: Assist in the development of user training and documentation to support the adoption of new processes and Salesforce functionalities.

Required Skills & Experience:

• Proven experience as a Business Process Analyst, with hands-on experience in process mapping, process improvement, and change management.
• Strong knowledge of Salesforce and experience working with Salesforce solutions to enhance business processes.
• Ability to gather and document requirements effectively and work closely with business stakeholders to ensure alignment with business goals.
• Strong analytical and problem-solving skills, with the ability to design and implement effective process improvements.
• Familiarity with process modelling tools such as BPMN or Visio.
• Excellent communication skills, both verbal and written, with the ability to engage stakeholders at all levels.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst).
• Previous experience in financial services or asset management sectors.
• Experience in working with Agile methodologies.

Project Manager - Salesforce Projects

Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £500 - £650 (depending on experience)

Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance. 

We are looking for an experienced Project Manager to lead and oversee Salesforce-driven projects within our client’s business transformation efforts. In this pivotal role, you will manage all aspects of Salesforce implementations, enhancements, and optimisations, ensuring the business maximises the platform’s potential for operational efficiency, customer experience improvement, and revenue growth.

This is role will play a critical part in delivering business value through strategic use of Salesforce. By driving project success, you will help the business streamline operations, improve customer relationships, and accelerate decision-making. Your expertise will directly contribute to achieving the company’s long-term goals by enabling a more connected, efficient, and data-driven organisation.

Key Responsibilities:

• Project Leadership: Lead the successful delivery of Salesforce projects, ensuring timely, within-budget, and high-quality execution, from inception to post-go-live support.
• Stakeholder Management: Work closely with business stakeholders to define project scope, gather requirements, and align Salesforce solutions with organisational objectives.
• Process Optimisation: Drive process improvements across business functions through Salesforce solutions, streamlining operations, reducing costs, and enhancing productivity.
• Resource & Risk Management: Proactively manage project resources, timelines, and risks, ensuring that issues are mitigated and that deliverables are met on time.
• Change Management: Oversee user adoption strategies, ensuring smooth transition and integration of Salesforce tools within the business, and managing stakeholder expectations.
• Reporting & Governance: Provide regular project status updates, reporting on key performance indicators (KPIs), and maintaining clear documentation and governance frameworks.
• Collaboration with Technical Teams: Work with internal and external technical teams to ensure seamless configuration, integration, and data migration processes.

Required Skills & Experience:

• Proven experience managing Salesforce implementation and optimisation projects, ideally across multiple business functions.#
• Strong project management background with a deep understanding of Agile and Waterfall methodologies.
• Excellent stakeholder management skills, with the ability to navigate complex business environments.
• Hands-on experience with Salesforce CRM, with knowledge of common applications such as Sales Cloud, Service Cloud, and Marketing Cloud.
• Strong analytical mindset with the ability to leverage Salesforce for improved business outcomes.
• Excellent communication skills, both verbal and written, with the ability to translate technical concepts for non-technical audiences.

Desirable Skills:

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Project Management).
• Experience in driving digital transformation initiatives within large-scale organisations.
• Previous experience with integrating third-party tools and applications into Salesforce.