Business Analyst - AI & CRM Solutions (Life Sciences)

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

Domain: Life Sciences, Pharmaceutical Commercial Operations, Customer Engagement

Onsite Fosters City CA

Total 3/4 rounds of online interviews

Experience Range: 10-20 years

Please Avoid – Healthcare insurance and surgical Manufacture domain related profiles

Please share small writeup on Primary skills with exact no. of years’ experience it should be given in email body and on resume too

Writeup 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

Candidate must have the following –

1. BA skills with life sciences industry experience.
2. CRM tool knowledge like Salesforce, Dynamics 365, and Veeva.
3. Basic AI understanding of Generative AI, MS-Co-pilot (candidate can be asked to take few trainings later)

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."