Salesforce Analyst

Job Description:

Job Title: Salesforce Business Analyst
Salary: £ 46,400.00 per annum DOE and location + fantastic benefits
Location status: Hybrid (flexible working options available)
Location: Salford, Bupa Place / London, Angel Court
Permanent/fixed term contract: Permanent
Shift pattern: Full‑time 37.5hrs

We are looking for an experienced Salesforce Business Analyst to join our Sales Excellence team, focusing on maximising value from our Salesforce CRM and associated systems across UK Insurance (UKI) and Health Services. This role plays a key part in driving operational efficiency, improving customer experience, and supporting the delivery of commercial outcomes across a large and complex organisation.

About the Role

As part of the Sales Excellence team, you will work closely with Salesforce end users, sales teams, operational leaders and technical delivery teams to identify pain points, simplify processes, and enhance system capability. You’ll help shape, refine and deliver Salesforce features through Agile ceremonies, manage business readiness activities, and support continuous improvement across the platform.

You will influence stakeholders across Commercial (c.500 FTE) and wider business units, using strong diagnostic, analytical and problem‑solving skills to deliver improvements that create commercial value, eliminate inefficiencies, and strengthen compliance.

Key Responsibilities

Salesforce Development & Readiness

• 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.

Business Analysis & Roadmap Delivery

• 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.

Continuous Improvement & Change Management

• 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.

Stakeholder Engagement & SME Input

• 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.

Operational & Compliance Awareness

• Support the design of processes that meet QA, incident management and regulatory requirements.
• Understand the competitor landscape and market environment to inform future enhancements.

Experience & Skills

Essential Experience

• 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

• Experience with CRM platforms (Salesforce experience beneficial but not essential).
• Knowledge of New Business and Retention operations, QA processes and incident management.
• Understanding of compliance and regulatory requirements in sales operations.

Core Skills & Behaviours

• Strong analytical and process improvement skills.
• Excellent communication, negotiation and stakeholder influence.
• Logical, investigative mindset with strong attention to detail.
• Commercial awareness and ability to understand business impacts.
• Strong team player who can also work independently with high output.
• Confident decision‑maker who knows when to escalate or seek support.
• Able to work accurately under pressure and manage multiple priorities.
• Positive, proactive, curious and solutions‑focused attitude.

What We’re Looking For

A confident, energetic Business Analyst who thrives in a complex environment, enjoys problem‑solving, and is passionate about improving frontline journeys and delivering high‑quality business and system change. Someone who can influence senior stakeholders, work collaboratively across teams, and drive continuous improvement across Salesforce CRM.

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social, and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

Joining Bupa in this role you will receive the following benefits and more:

• 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

Why Bupa?

We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to “Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve.  That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them. 

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