Salesforce Administrator providing analytics support and optimizing Salesforce environment. Developing insights through Power BI in a hybrid role.
About the role
- 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
- Various other benefits and online discounts
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Tech skills
Location requirements
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