- Job Title: Business Analyst - AI & CRM Solutions (Life Sciences)
- Location: Foster City, CA (Onsite)
- Job Type: FTE
Job Description:
Experience Range: 10-20 years
- 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 –
- WinWire 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."
- Why Join Us –
- Work on strategic CRM and AI transformation initiatives for leading Life Sciences organizations.
- Partner with business and technology leaders driving next-generation customer engagement solutions.
- Gain exposure to emerging AI technologies and enterprise-scale digital transformation programs.
- Collaborate with cross-functional teams across consulting, product, and engineering disciplines.
- Opportunity to influence adoption of AI-driven business capabilities in a rapidly evolving market.
- Accelerate career growth at the intersection of Life Sciences, CRM, and AI innovation.
- Be part of WinWire's innovation-led culture focused on digital transformation and business value realization."
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Business Analyst - AI & CRM Solutions (Life Sciences)
Falcon Smart IT (FalconSmartIT)
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