Senior Business Analyst - Salesforce at Adcock Ingram

Core Responsibilities:

Business Requirements & Solution Design:


Requirements Gathering: Collaborate with stakeholders across Sales, Operations, and other business unit customer service teams to deeply understand their functional needs.
Process Analysis: Analyse complex business processes and datasets to identify trends or inefficiencies that can be improved through Salesforce optimisation.
Functional Specification: Translate high-level business needs into structured project scopes, solution designs, and detailed delivery plans.
Process Automation: Proactively identify and design automation opportunities within Salesforce to reduce manual tasks and enhance operational efficiency.


Salesforce Configuration & Functional Oversight


System Customisation: Oversee the configuration of Salesforce (including custom objects, fields, and validation rules) to ensure the platform evolves with business requirements.
User Experience: Manage user roles, profiles, and security settings while ensuring the system remains intuitive for all business units.
System Evolution: Stay current with Salesforce releases, testing and implementing new features that provide value to the business.


Project & Change Management


Project Leadership: Lead Salesforce enhancement projects from initial discovery through to final deployment.
Stakeholder Coordination: Act as the primary liaison between IT, the business unit teams, and service providers to manage dependencies and timelines.
UAT & Quality Assurance: Support and coordinate User Acceptance Testing (UAT) cycles, ensuring solutions meet the defined business criteria before sign-off.
Documentation: Maintain comprehensive project documentation, including business cases, impact assessments, and training materials.


Data Governance & Compliance


Data Integrity: Oversee data quality controls, including de-duplication and cleansing processes, to maintain a "single source of truth".
Compliance & Risk: Ensure the platform adheres to data privacy legislation and internal audit requirements through robust access controls and segregation of duties.
Standards Definition: Define and maintain enterprise data standards across the CRM platform.
Validation and Regulatory: Engage with validation teams to ensure that the necessary validation is done on the Salesforce solution(s) in line with GxP and regulatory requirements where necessary.


Vendor & Stakeholder Management


Vendor Liaison: Serve as a primary contact for Salesforce and third-party tool providers, assisting with licensing optimisation and contract renewal discussions.
User Training: Onboard new users and provide ongoing functional support to ensure high platform adoption.


Power BI Analyst Responsibilities


Data Visualisation & Reporting: Design, develop, and maintain interactive Power BI dashboards and reports to track key business metrics and other business performance indicators.
Requirements Gathering: Collaborate with stakeholders across departments (including Sales, Marketing, Operations) to understand their data needs and translate them into effective Power BI solutions.


Requirements


Bachelor's degree in Computer Science, Information Technology, Business Analytics, or a related field, or equivalent practical experience.
ITIL Foundation and project management certifications such as PRINCE2, PMP, or Agile, or equivalent practical experience.


Desired Skills


Proven experience as a Salesforce Administrator, with a strong understanding of Salesforce architecture and administration best practices.
Experience with Salesforce reporting and dashboard creation tools.
Exceptional interpersonal skills, with a proven ability to negotiate with vendors and communicate effectively with both technical teams and executive stakeholders.
Demonstrated experience in designing, developing, and deploying Power BI reports and dashboards.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to collaborate effectively with technical and non-technical stakeholders.
Strategic thinking, vendor negotiation, and the ability to coordinate cross-functional teams including IT, Finance, and Operations.
Experience with SQL and database management.
Familiarity with ETL processes.
Understanding of sales and marketing processes.
Experience with other BI tools or CRM platforms.
Ability to manage multiple projects simultaneously and meet deadlines.