Senior Technical Business Analyst

Senior Technical Business Analyst 12 Month Fixed Term

Hybrid London - City

Full time Fixed Term

Salary: 75000

Your role:

This role will play a crucial part in bridging the gap between business needs and technology solutions ensuring the successful implementation and optimisation of student and membership platforms.

The role holder will have expertise in business process analysis system configurations data management and integrations within educational or membership-based environments. They will work closely with stakeholders to define requirements enhance platform capabilities and drive digital transformation initiatives.

Key Responsibilities:

Business Analysis & Requirements Gathering:

• Collaborate with internal teams stakeholders and technical experts to define business requirements for MS Dynamics 365 and LMS platforms.
• Analyse existing student/membership platforms and recommend enhancements or new solutions to improve user experience and operational efficiency.
• Facilitate workshops interviews and surveys to capture business processes and system needs.
• Translate business needs into functional and technical specifications including process flows use cases and user stories

Technical Solution & System Integration:

• Support the configuration customisation and deployment of MS Dynamics 365 modules (CRM Membership Student Management etc.).
• Work with IT teams to ensure seamless integration between MS Dynamics 365 LMS and other third-party applications.
• Assist in defining API and data integration strategies for a seamless student/member experience.
• Collaborate with vendors and developers to oversee data migration system upgrades and platform enhancements.

Testing & Quality Assurance:

• Develop and execute test plans scripts and acceptance criteria to validate system functionality.
• Conduct UAT (User Acceptance Testing) with stakeholders to ensure solutions meet business requirements.
• Identify document and track system defects and enhancements.
• Project Management & Stakeholder Engagement:
• Act as a liaison between business users IT teams and external vendors.
• Support project planning timelines and deliverables for platform-related initiatives.
• Provide training and documentation to business users on new system functionalities.
• Monitor industry trends and best practices for educational technology and membership platforms to drive innovation.

Key Requirements:

Required Skills and Experience:

• At least five years experience as a Technical Business Analyst preferably within an education membership or professional body environment.
• Strong expertise in Microsoft Dynamics 365 including CRM Customer Engagement Power Platform Business Central or Finance and Operations modules.
• Experience working with market-leading Learning Management Systems such as Moodle Canvas Blackboard Brightspace or TalentLMS.
• Solid understanding of student learner and membership lifecycle management processes.
• Hands-on experience with system integrations API management and data migration or transformation activities.
• Proven ability to produce high-quality business requirements user stories functional and technical specifications and process documentation.
• Strong analytical and problem-solving skills with a high level of attention to detail and data accuracy.
• Excellent communication and stakeholder management skills with the ability to bridge business and technical audiences.

Desirable Qualifications:

• Experience working with education technology ecosystems including Student Information Systems and digital learning tools.
• Familiarity with Agile delivery approaches including Scrum and Kanban and tools such as Azure DevOps or Jira.
• Professional certifications in Business Analysis Project Management or Microsoft Dynamics 365.
• Working knowledge of reporting and analytics tools such as Power BI and SQL.

Key Attributes:

• Highly organised with the ability to manage multiple priorities in a dynamic environment.
• Pragmatic and outcomes-focused able to balance detail with delivery.
• Flexible and resilient in response to change and evolving requirements.
• Able to remain calm and effective under pressure.

Interview process:

We understand that taking time to prepare for and to attend interviews is a big commitment and want the process to be as transparent as possible.

You can expect the following process from us:

• A short introductory phone call from our Talent Acquisition Advisor.
• A 2-stage interview process with the hiring manager and key stakeholders in the team

Application deadline:

We will review applications ona rolling basis and the position will close once we have secured a shortlist.

Next steps:

If you would like to explore this opportunity with us for the next step in your career we look forward to receiving your application through the Apply feature at the top of this advert.

If you have any queries or you would like to see the full JD please get in touch on

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process please let us know. We are committed to ensuring all candidates have equal access and opportunity in line with the Equality Act 2010.

Please note: At the CII we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly to ensure a consistent and properly coordinated recruitment process.

If you are interested in working with us in the future please contact We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us including PSL reviews

The overarching purpose of the Chartered Insurance Institute (the Institute) is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance financial planning and mortgage advice professions.

Our vision is that CII and PFS professionals build a world which delivers ever greater financial resilience for individuals and societies more broadly.