About this role
Salary: £? - ? per year
Requirements
- Strong experience in AI-enabled transformation and Salesforce
- Strong business analysis experience within technology or digital transformation programmes
- Previous experience in financial services or banking
- Good understanding of CRM platforms and customer-facing business processes
- Strong requirements-gathering, process-mapping and analysis capabilities
- Experience working in Agile delivery environments, producing user stories and acceptance criteria
- Excellent stakeholder management and workshop facilitation skills
- Experience using Jira and Confluence
- Strong analytical, problem-solving and communication skills
- Hands-on experience with Salesforce Sales Cloud or other Salesforce solutions
- Understanding of Salesforce data models, workflows and CRM processes
- Exposure to Salesforce Agentforce or Einstein AI
- Experience supporting Generative AI or intelligent automation initiatives
- Knowledge of Microsoft 365 Copilot and Teams
- Experience with client intelligence, sales or relationship management processes
Responsibilities
- Gather, analyse and prioritise business requirements across business and technology teams
- Translate requirements into user stories, acceptance criteria and process flows
- Facilitate workshops and engage with stakeholders to understand business needs
- Analyse CRM processes and identify opportunities for improvement, automation and AI adoption
- Define and validate business scenarios and functional requirements
- Support functional testing, UAT and the overall delivery lifecycle
- Contribute to MVP definition, business value assessments and project documentation
Technologies
- AI
- ARM
- Cloud
- Copilot
- Confluence
- CRM
- Support
- JIRA
- Microsoft 365
- Salesforce
- Office 365
More
We are seeking a Business Analyst for a major AI-enabled business transformation programme in the banking and financial services sector. The role focuses on CRM optimisation, process improvement and adopting AI-driven capabilities, working with business stakeholders, product owners and technology teams. This is an initial two-month contract, hybrid, with one to two days per week on site in London. The rate is £500–£680 per day, inside IR35. We are advertising this opportunity through ARM, a specialist talent acquisition and management consultancy providing technical recruitment and resource solutions across a range of industries.
last updated 44 week of 2026