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Business Analyst / Project Manager

Reference LWJKPET

Location Peterborough

Key Responsibilities:

  • Document functional requirements, user stories, process flows and acceptance criteria across multiple concurrent epics.

  • Own and execute UAT and system-integration test planning, taking direct accountability for validating that delivered functionality aligns with requirements before go-live - including work delivered by external vendors.

  • Log, track and verify defects in the issue-tracking system (Jira).

  • Collaborate with Salesforce developers, architects, administrators and multiple external delivery partners to translate requirements into user stories and manage them through JIRA.

  • Produce detailed specifications and mock-ups for business processes, Salesforce solutions and integrations/managed packages (e.g. with financial systems, document management).

  • Support Agile delivery by prioritising backlogs with product owners across mixed internal/external scrum teams.

  • Plan and coordinate project-level scope, timelines and resourcing for assigned initiatives, ensuring work is right-sized and appropriate for purpose.

  • Track progress, manage risks and dependencies - including cross-vendor dependencies - and communicate status clearly to stakeholders.

  • Produce project status and exception reporting, and lead project progress meetings where required.

  • Develop user guides, release notes and training materials for new Salesforce features and processes, working closely with the Project and Change pillar and the Training team.

  • Conduct workshops and hands-on training sessions to drive adoption and user proficiency.

  • Support release readiness reviews and production deployments, including coordinating sign-off across internal and vendor teams.

Qualifications and Skills:

  • Proven experience in a Business Analyst role, ideally with Salesforce tools and certifications.

  • Demonstrable experience owning UAT and test planning end-to-end, including validating work delivered by third parties.

  • Experience coordinating or managing project delivery elements (scope, risk, dependencies, reporting) alongside BA responsibilities - a genuine hybrid background covering both disciplines is expected.

  • Experience working across multiple concurrent workstreams or epics, ideally involving several external vendors or delivery partners simultaneously.

  • Experience operating within Agile/Scrum methodologies, including hybrid teams blending internal and external resources.

  • Project Management certification (e.g. Agile, PRINCE2) is a benefit but not essential given the -primary focus of the role is  the Business Analyst aspects .

  • Familiarity with project and delivery tooling including JIRA, Confluence and Miro.

  • Experience working within the legal or financial services sector, or with finance-related features/systems, would be a benefit.

  • Strong evidence of stakeholder management, able to liaise effectively with legal and technical teams and senior stakeholders.

  • Excellent communication, analytical, problem-solving and documentation skills.

  • Comfortable dealing with ambiguity and bringing clarity and structure to complex, multi-vendor delivery situations.

Company Core Values:

  • Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be

  • Integrate: Bring together people and systems into a cohesive force

  • Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth

  • Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage


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