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.