Full Job Description
We are looking for a Commercial CRM Business Analyst to join our Salesforce practice and support pre-sales and delivery for Agentforce Life Sciences Cloud opportunities. This is a functional BA role, not an architecture role. You will own requirements, process design, and stakeholder communication on client engagements, and work hand-in-hand with our Solution Architects and developers to translate business needs into system design.
The ideal candidate has hands-on experience with a commercial pharma CRM platform (Veeva CRM, Veeva Vault CRM, Salesforce Life Sciences Cloud, or IQVIA OCE) and a working understanding of how commercial field and home office teams actually use that system day to day, not just the platform's configuration options.
Responsibilities
• Lead discovery and requirements-gathering sessions with client stakeholders across commercial functions (Sales, MSL, KAM, Payer/Market Access, FRM, and related field and home office personas).
• Translate business requirements into user stories, process flows, and functional design documentation that Architects and developers can build from.
• Serve as the day-to-day functional lead on client engagements, running working sessions, managing stakeholder questions, and keeping business and technical teams aligned.
• Partner with Solution Architects to validate that proposed designs reflect real commercial field workflows and won't create adoption friction.
• Support pre-sales activities, including scoping calls, discovery workshops, and effort estimation for Agentforce Life Sciences Cloud opportunities.
• Author and facilitate UAT scripts, test scenarios, and training materials aligned to commercial use cases.
• Document current-state and future-state process maps for territory management, call planning, account/customer 360, sample management, and related commercial workflows.
• Identify where Agentforce agents can be applied to commercial workflows (e.g., call prep, next-best-action, insights summarization) and translate those opportunities into requirements.
• Communicate clearly and credibly with client stakeholders ranging from field end users to commercial operations leadership.
• Collaborate with project managers to manage scope, timeline, and change requests across the engagement.
Requirements
• 5+ years of experience supporting commercial CRM for pharma or biotech, with hands-on experience in at least one of: Veeva CRM, Veeva Vault CRM, Salesforce Life Sciences Cloud, or IQVIA OCE.
• Solid understanding of pharma commercial operations and how CRM supports the day-to-day work of common field and home office personas, including MSLs, Sales/Reps, Key Account Managers (KAM), Payer/Market Access teams, and Field Reimbursement Managers (FRM).
• Demonstrated experience as a functional Business Analyst: requirements gathering, process documentation, user story writing, and UAT support.
• Strong verbal and written communication skills, with proven ability to lead client conversations and build trust with both business and technical stakeholders.
• Experience working alongside Solution Architects and developers on system design, without owning the architecture yourself.
• U.S. based; authorized to work in the United States.
• Comfortable working in a remote, client-facing consulting environment with travel as needed for client engagements.
Nice to Haves
• Experience with Salesforce Agentforce, particularly Agentforce for Life Sciences.
• Salesforce certifications (e.g., Life Sciences Cloud Accredited Professional, Business Analyst).
• Experience supporting a Veeva-to-Salesforce migration or CRM platform transition
• Familiarity with commercial pharma compliance considerations (sample management, HCP interaction rules, state reporting).
Benefits
• 401k match
• Comprehensive group health, dental, vision benefits
• Life insurance/LTD
• Discretionary PTO