Commercial CRM Business Analyst – Salesforce

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Facilitate discovery and requirements-gathering sessions with client stakeholders across various commercial roles (Sales, MSL, KAM, Payer/Market Access, FRM, and associated field and home office personas).

• Convert business requirements into user stories, process flows, and functional design documentation that Architects and developers can utilize.

• Act as the primary functional lead on client projects, conducting working sessions, addressing stakeholder inquiries, and ensuring alignment between business and technical teams.

• Collaborate with Solution Architects to ensure that proposed designs accurately represent genuine commercial field workflows and do not hinder adoption.

• Assist in pre-sales efforts, including scoping discussions, discovery workshops, and effort estimation for Agentforce Life Sciences Cloud projects.

• Create and facilitate UAT scripts, test scenarios, and training materials that are aligned with commercial use cases.

• Document both current-state and future-state process maps for territory management, call planning, account/customer 360, sample management, and other related commercial workflows.

• Assess where Agentforce agents can be integrated into commercial workflows (such as call prep, next-best-action, and insights summarization) and translate these opportunities into requirements.

• Communicate effectively and credibly with client stakeholders, ranging from field end users to commercial operations leadership.

• Work in conjunction with project managers to oversee scope, timelines, and change requests throughout the engagement.

⛳️ Requirements

• Over 5 years of experience supporting commercial CRM for the pharmaceutical or biotech industries, with direct experience in at least one of the following: Veeva CRM, Veeva Vault CRM, Salesforce Life Sciences Cloud, or IQVIA OCE.

• Strong grasp of pharmaceutical commercial operations and how CRM systems facilitate the daily activities of common field and home office roles, including MSLs, Sales Representatives, Key Account Managers (KAM), Payer/Market Access teams, and Field Reimbursement Managers (FRM).

• Proven experience as a functional Business Analyst: gathering requirements, documenting processes, writing user stories, and supporting UAT.

• Excellent verbal and written communication skills, with a demonstrated ability to lead client discussions and build trust with both business and technical stakeholders.

• Experience collaborating with Solution Architects and developers on system design, without directly handling the architecture.

• Based in the U.S.; authorized to work in the United States.

• Comfortable operating in a remote, client-facing consulting environment, with travel required as necessary for client engagements.

🏝️ Benefits

• 401k match

• Comprehensive group health, dental, and vision benefits

• Life insurance and Long-Term Disability (LTD)

• Discretionary Paid Time Off (PTO)