Salesforce Business Analyst (20359) City of London, England

Salesforce Business Analyst

Salary: Competitive and based on experience

Location: London – 3 days in the office

Type: Consultant

A leading global investment manager is seeking a Salesforce Business Analyst to join their Asset Management Platform team in London. This is an exceptional opportunity for you to play a pivotal role in shaping technology-driven client engagement within a renowned financial services organisation.

• Join a global asset management leader with over 200 years of history, offering stability and growth opportunities within a dynamic technology environment.

• Work in a collaborative and inclusive team that prioritises diversity of thought, flexible working options, and professional development.

• Contribute to high-impact projects that enhance client engagement and drive innovation through Salesforce technology and emerging AI capabilities.

What you'll do:

As a Salesforce Business Analyst based in London, you will immerse yourself in the Asset Management Platform department’s technology change delivery function. Your day-to-day responsibilities will involve collaborating with stakeholders from both Public and Private business domains to understand their needs and translate them into actionable requirements.

• Collaborate closely with the Principal Business Analyst and business stakeholders across Client Engagement to support domains spanning both Public and Private businesses.

• Drive analysis across multiple change initiatives by translating complex business challenges into clear, actionable requirements that deliver measurable outcomes.

• Gather, document, and validate business requirements, ensuring they are well understood, prioritised, traceable, and adopted throughout the project lifecycle.

• Contribute to proof-of-value and proof-of-concept activities to test new ideas and mitigate risks associated with delivery.

• Support data integration efforts by connecting Salesforce with upstream and downstream platforms to enable seamless client journeys.

• Explore emerging AI capabilities to enhance productivity and client engagement, identifying practical use cases for implementation.

• Facilitate workshops and technical diagramming sessions to elicit requirements and model business processes effectively.

• Maintain high standards of quality in requirements documentation and analysis outputs while ensuring attention to detail at every stage.

• Engage with global colleagues and stakeholders, demonstrating sensitivity to cultural differences and time zones as you build relationships across teams.

• Champion continuous improvement by identifying opportunities for process optimisation within the Salesforce platform.

What you bring:

Your proven track record as a Salesforce Business Analyst will be evident through your extensive experience delivering technology change projects within regulated environments such as financial services. You bring recognised Salesforce certifications that underpin your expertise in platform administration and business analysis.

• Solid experience as a Business Analyst specialising in Salesforce technology change delivery within financial services or another regulated environment is essential.

• Salesforce Certified Administrator qualification is required; Salesforce Certified Business Analyst is strongly preferred; additional consultant-track certifications such as Sales Cloud or Service Cloud Consultant are desirable.

• Strong stakeholder management skills demonstrated by your ability to build rapport quickly across teams at all levels of the organisation.

• Well-developed analytical skills including business process modelling, requirements gathering and elicitation, technical diagramming, workshop facilitation, and producing high-quality documentation.

• A comprehensive understanding of how business, data, and technology changes interconnect to achieve target outcomes within complex environments.

• Confident use of technical diagramming tools (such as whiteboarding software) for visualising processes and requirements.

• Excellent written and verbal communication skills enabling you to articulate complex concepts clearly for diverse audiences.

• Experience conducting business analysis across different systems or teams; breadth of positive experiences is valued alongside depth of expertise.

• Familiarity with end-to-end Software Development Life Cycle (SDLC) methodologies including Agile, Waterfall, or hybrid approaches.

• Willingness to collaborate with global colleagues while demonstrating sensitivity towards cultural differences and varying time zones.