Business Analyst - AI & CRM Solutions (Life Sciences)

Job title: Business Analyst - AI & CRM Solutions (Life Sciences)

Job location: Fosters City CA (Onsite)

Job Type: Contract

Job description:

Domain: Life Sciences, Pharmaceutical Commercial Operations, Customer Engagement

Mandatory Skills:

• CRM Platforms: Veeva CRM, Salesforce Health Cloud, Dynamics 365 CRM, or equivalent
• AI & Automation: Microsoft Copilot, Generative AI, Conversational AI, Intelligent Automation
• Business Analysis: Requirements Elicitation, User Stories, Process Mapping, Gap Analysis
• Stakeholder Management & Workshop Facilitation
• Agile Delivery: Jira, Azure DevOps, Confluence
• Data Analysis & Reporting
• CRM Integrations & Digital Customer Engagement Platforms
• SDLC, UAT, Change Management, Adoption Support

Primary (Must have skills)

• 10+ years of Business Analysis experience with at least 4+ years supporting CRM initiatives.
• Strong understanding of Life Sciences commercial operations, customer engagement, and CRM processes.
• Experience with Veeva CRM, Salesforce, Dynamics 365, or similar CRM platforms.
• Understanding of AI, Generative AI, Copilot, automation, and emerging digital technologies.
• Proven experience in requirements gathering, business process analysis, and solution definition.
• Strong stakeholder management and workshop facilitation skills.
• Experience translating business requirements into user stories, functional specifications, and acceptance criteria.
• Experience supporting Agile/Scrum delivery teams.
• Strong analytical and problem-solving skills.
• Experience supporting UAT, change management, training, and business adoption activities.
• Excellent written and verbal communication skills.

Secondary Skills  (Good to have)

• Experience with Veeva Vault and broader Veeva ecosystem.
• Knowledge of pharmaceutical sales, medical affairs, or commercial operations processes.
• Experience with Microsoft Power Platform.
• Experience with Microsoft Copilot, Salesforce Einstein, or similar AI platforms.
• Exposure to customer engagement analytics and reporting platforms.
• Understanding of data governance, master data, and CRM integrations.
• Experience supporting AI proof-of-concepts and business case development.
• Familiarity with regulatory and compliance considerations within Life Sciences.
• Experience working with distributed teams across the US and offshore locations.

Soft skills/other skills

"Communication Skills

• Communicate business and technology concepts effectively to diverse stakeholder groups.
• Strong verbal, written, presentation, and documentation skills.
• Facilitate workshops, interviews, and requirements sessions with business leaders.

Stakeholder Management

• Build trusted relationships with business, product, and technology stakeholders.
• Navigate ambiguity and align cross-functional teams toward common objectives.
• Effectively manage stakeholder expectations and competing priorities.

Leadership Skills

• Lead business analysis activities across multiple workstreams.
• Influence decisions through data-driven recommendations and structured analysis.
• Drive consensus and support organizational change initiatives.

Problem Solving & Analytical Thinking

• Analyze complex business processes and identify improvement opportunities.
• Assess solution alternatives and recommend practical approaches.
• Apply structured thinking to define business problems and desired outcomes.

Role Summary –

• Client is seeking an experienced Business Analyst with expertise in Life Sciences CRM processes and a strong understanding of AI-driven business solutions.
• The role will partner with business stakeholders, product teams, and technology teams to identify opportunities for AI-enabled process improvements and customer engagement transformation.
• The candidate will translate business needs into actionable requirements, support solution evaluation, and drive successful implementation of CRM and AI initiatives.
• The ideal candidate will bring a combination of Life Sciences domain knowledge, CRM expertise, analytical thinking, and stakeholder management capabilities.

Job Description of Role

• Partner with business stakeholders to understand goals, challenges, and operational processes.
• Analyze existing CRM workflows and identify opportunities for process optimization and AI adoption.
• Facilitate discovery workshops, requirement gathering sessions, and stakeholder discussions.
• Document business requirements, user stories, process flows, and functional specifications.
• Support evaluation and implementation of CRM enhancements and AI-enabled capabilities.
• Collaborate with product owners, architects, developers, and testing teams throughout the project lifecycle.
• Define acceptance criteria and support user acceptance testing activities.
• Analyze business data and user feedback to identify opportunities for continuous improvement.
• Support change management, user training, and adoption initiatives.
• Track requirements traceability and ensure alignment between business objectives and delivered solutions.
• Prepare executive-ready summaries, recommendations, and solution proposals.
• Act as a trusted advisor between business and technology teams."

Why This Role Matters - This role will help shape and accelerate AI-enabled transformation initiatives within Life Sciences commercial operations.

• The individual will bridge business and technology teams to ensure CRM and AI solutions address real business needs and deliver measurable value.
• Success in this role will improve customer engagement processes, user productivity, and operational efficiency.
• The insights and requirements developed by this role will directly influence future CRM and AI solution adoption across the organization."

What Success Looks Like (6–12 Months) - Expected Outcome

• Successfully support delivery of CRM and AI-enabled business solutions aligned to business objectives.
• Improve business process efficiency through requirements-driven optimization initiatives.
• Establish strong stakeholder relationships and become a trusted business partner.
• Drive successful adoption of AI capabilities and CRM enhancements.
• Deliver high-quality requirements documentation and user stories with minimal rework.
• Enable measurable improvements in user experience, productivity, and operational effectiveness.
• Contribute to successful project delivery through effective business analysis leadership.
• Help identify and prioritize future AI and CRM transformation opportunities."