Salesforce Business Analyst working in Sales Excellence team to maximize Salesforce CRM value. Supporting operational efficiency and customer experience at Bupa across UK Insurance and Health Services.
Responsibilities
Support refinement sessions, show & tells and feature development across SME and Corporate segments.
Lead business readiness activities including UAT planning, execution and acceptance.
Maintain and deliver the communications plan for Salesforce changes and updates.
Contribute to the ongoing Salesforce roadmap by applying strong business analysis skills.
Identify opportunities to enhance data quality, streamline processes and improve system structures.
Lead initiatives that maximise the value of Salesforce and drive operational efficiency.
Use diagnostic tools to manage change through pre‑delivery, transition and post‑delivery phases.
Support system‑led analysis across Commercial (500 FTE), ensuring improvements deliver measurable commercial benefits.
Ensure blockers related to requirement definition, sign‑off or cross‑functional issues are resolved quickly.
Work with a wide range of stakeholders to ensure alignment, progress and clarity.
Provide subject‑matter expertise on sales processes and frontline user journeys.
Attend working groups and governance forums to ensure development stays aligned to business needs.
Support the design of processes that meet QA, incident management and regulatory requirements.
Requirements
Must have business analysis experience, covering both business change and technical/system analysis.
Experience working with Agile delivery frameworks (Scrum, Kanban) and tools such as Azure DevOps, Jira, Confluence.
Strong understanding of sales, customer service or business improvement environments.
Experience collaborating with technical teams to deliver solutions in an Agile environment.
Ability to manage UAT and ensure solutions meet business acceptance criteria.
(Desirable) Experience with CRM platforms (Salesforce experience beneficial but not essential).
(Desirable) Knowledge of New Business and Retention operations, QA processes and incident management.
(Desirable) Understanding of compliance and regulatory requirements in sales operations.
Benefits
25 days holiday, increasing through length of service, with option to buy or sell
Bupa health insurance as a benefit in kind
An enhanced pension plan and life insurance
Annual performance-based bonus
Onsite gyms or local discounts where no onsite gym available
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