Lead Business Analyst

About Two Circles

Role overview

Practice leadership and standards

• Define and evolve business analysis methodology, standards, and ways of working across the global CRM consulting team.
• Maintain reusable templates, accelerators, and documentation standards for Dynamics 365 and Salesforce engagements.
• Set quality expectations and review team deliverables; coach and mentor colleagues and support onboarding, career frameworks, and capability planning.
• Clarify the boundary between business analysis and project management responsibilities and embed it in team practices.
• Share industry trends, tools, and emerging practices, including AI-assisted analysis and documentation.

Discovery and analysis

• Lead discovery workshops, interviews, and process walkthroughs, and set discovery approaches for complex engagements.
• Analyze processes to identify gaps, inefficiencies, and risks; produce current-state maps and future-state workflows.
• Define business, functional, data, reporting, and integration requirements aligned to Dynamics 365 and Salesforce capabilities.
• Guide prioritization and roadmap shaping; provide business context, evaluate solution options, and communicate trade-offs to technical teams.

Documentation and testing

• Own requirements documentation, including user stories, acceptance criteria, and process maps; create and review visual models and validate technical diagrams with specialists.
• Ensure requirements are detailed enough for delivery teams to design, build, and test.
• Define testing, UAT, and sign-off approaches; triage defects and confirm delivered functionality meets agreed business needs.

Stakeholder and project delivery

• Build trusted relationships with client stakeholders, including executive sponsors, and communicate requirements and decisions clearly.
• Flag risks, dependencies, and scope impacts to delivery managers; facilitate competing priorities and guide groups toward aligned decisions.
• Work with consultants, architects, developers, and data teams; support backlog refinement, demonstrations, and post-launch validation.
• Provide business input and training materials for change management and user adoption, coordinating planning and communications with delivery managers.

Consulting practice support

• Contribute to scoping, proposals, estimates, and statements of work; identify opportunities to increase client value.
• Represent the senior business analysis perspective in pre-sales presentations and solution shaping.
• Feed lessons learned into standards and templates and align approaches with regional business analysis colleagues and practice leads.

Required skills and experience

• Significant Business Analyst experience in consulting, professional services, or technology delivery, including mentoring other analysts.
• The available description is truncated during a further required experience item concerning Salesforce, Microsoft Dynamics 365, or an alternative.