Business Analyst

2026 Sept - Business Analyst JD (CRM).docx - Download

The Vacancy

TPT are looking for an experienced Business Analyst to join the Business Change team, delivering high‑quality analysis across a varied portfolio of business, operational and digital change.

Your initial primary assignment will be a significant CRM initiative where you will work across the change lifecycle to understand business and user needs, define future processes and journeys, shape requirements and support the delivery and adoption of an effective CRM solution. Longer term, you will have the opportunity to apply your skills across other initiatives, including portals, internal applications, process improvement and wider digital change.

Key Responsibilities:

• Lead business analysis activities for the CRM initiative and, longer term, other business, operational and digital change initiatives.
• Understand the business problem, strategic objectives, user needs and intended outcomes before defining requirements or solutions.
• Analyse end-to-end customer, colleague and operational journeys, including processes, workflows, data, integrations, controls, reporting and exception scenarios.
• Translate business needs into clear analysis artefacts such as:
  • Process maps (As‑Is / To‑Be)
  • User stories and acceptance criteria
  • User journey maps and workflow models
  • Business cases and impact assessments
• Maintain clear traceability between business objectives, requirements, solution decisions and testing outcomes.
• Work collaboratively with business stakeholders, Product Owners, architects, UX/UI designers, developers, testers, operational teams and third-party delivery partners.
• Facilitate workshops, interviews, and walkthroughs to validate requirements and options
• Support delivery in Agile, Waterfall, or hybrid environments, including backlog refinement and prioritisation
• Own BA input into testing and UAT, ensuring solutions meet requirements and deliver an intuitive user experience
• Identify risks, issues, and dependencies related to analysis and escalate appropriately
• Support implementation and business readiness by identifying impacts across people, processes, data, controls, training, communications, support arrangements and operational ownership.
• Ensure compliance with information security, data protection, and governance standards

Skills and Experience

• Experience delivering business analysis across the full change lifecycle, with the confidence to work independently and take ownership.
• Hands-on experience of a CRM implementation, replacement or significant enhancement.
• A strong track record of gathering requirements and turning complex needs into clear, testable outcomes.
• The ability to analyse processes, user journeys and operational impacts, and produce clear, practical analysis.
• Strong stakeholder management and workshop facilitation skills, with the confidence to influence and constructively challenge.
• Experience working with business, IT, delivery teams and third-party suppliers, including supporting testing, UAT and implementation.
• Excellent analytical, problem-solving and communication skills, with experience of Microsoft Office and process-mapping tools such as Visio.
• Experience of Agile, Waterfall or hybrid delivery. Knowledge of Jira, Azure DevOps or Balsamiq, experience in a regulated environment, or a BA qualification such as BCS or IIBA would be an advantage.

This role would suit someone who is comfortable working both independently and with business stakeholders, IT teams and delivery partners. Someone who can own their analysis outputs and contribute to improvements across digital and operational journeys.

If you enjoy understanding needs, shaping solutions, and supporting the delivery of effective, well‑governed change. Apply today!

The Company

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with 80 years’ experience of managing defined benefit and defined contribution pension schemes. It has £11.4 billion of assets under management (as at 30 September 2025) and 490,000 members.

TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

Benefits

Competitive salary

Performance-related bonus

Pension scheme

Sports and social events

Training and development plan

Flu jabs