Job Description
Business Systems Analyst
Location: Any of Birmingham / Manchester / Leeds / Reading / London - Hybrid
Salary: £58,000 – £65,000 + benefits (Flexible) (London up to £70,000)
A leading UK investment business is looking for a hands-on Business Systems Analyst to join its technology and operations function. This is a delivery-focused role where you’ll configure and enhance CRM platforms, design and deliver automation solutions, and produce clear reporting dashboards to support decision-making.
What you’ll be doing
1. CRM configuration: Own and enhance the firm’s CRM (DealCloud preferred, but Dynamics/Salesforce/HubSpot experience also valued). Configure workflows, validations, approvals, and user management to make the system central to operations.
2. Process automation: Map current processes with stakeholders and replace manual tasks with automated workflows using tools such as Power Automate or RPA.
3. Reporting & data flows: Deliver reporting dashboards (Power BI or CRM-native), with clean data models and automated data flows between systems (APIs/Connectors, Boomi a plus).
4. Process improvement: Translate requirements into practical solutions; docu...