Senior Business Analyst - CRM Vendor Assessment

The Role

A client in the B2B services sector is seeking a Senior Business Analyst (CRM Vendor Assessment) to join the team for a 7-week contract.

You will lead a structured assessment of Salesforce versus Microsoft Dynamics, reporting into the programme lead on a wider Lead-to-Cash transformation.

The objective of the project is to define the optimal CRM platform, clarify integration requirements, and provide clear recommendations to senior stakeholders to support an informed vendor selection.

• Lead a structured vendor assessment of Salesforce versus Microsoft Dynamics
• Run requirements-gathering workshops with business and technical stakeholders
• Map current Lead-to-Cash processes and define future-state process designs
• Evaluate integration needs across a complex, multi-system landscape
• Analyse functional, technical, and commercial trade-offs between CRM options
• Produce clear documentation, including options papers and recommendation decks
• Present findings and recommendations to senior stakeholders and project leadership

• 5–6 years of experience as a Business Analyst in complex environments
• Strong BA fundamentals, including requirements elicitation, process mapping, and documentation
• Hands‑on familiarity with Salesforce and/or Microsoft Dynamics in a project setting
• Experience working on CRM, Lead-to-Cash, or sales process transformation initiatives
• Comfortable operating in ambiguous environments and driving structure and clarity
• Confident stakeholder manager with strong communication and facilitation skills
• Ability to work autonomously and proactively to move work streams forward
• Prior experience in vendor assessment, tool evaluation, or product selection is highly desirable

• Start date:
  
  Immediate start
• Duration: 7-week contract
• Day rate:
  Approximately £500 per day (LTD)
• Location:
  
  London / Hybrid