SRG
Business Analyst
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Business Analyst – Sales Productivity Diagnostic & Acceleration
Contract Length – 12 weeks
Pay Rate - £36 per hour
Location – Maidenhead, 3 days per week on site
1. Purpose
Engage an experienced Business Analyst for a 12-week Sales Productivity Diagnostic to identify time leakage across the Sales organisation and define high-impact actions to improve productivity, simplify processes, enable automation opportunities and AI-driven efficiencies.
2. Context
Sales teams operate in a highly complex model, managing multi-brand portfolios, customer engagement, commercial policies, CRM, events and admin workloads. There is a clear opportunity to streamline processes and refocus time toward customer-facing activity. An administrative resource currently supports part of this workload; the scope should include reviewing the tasks handled by this role, identifying additional tasks that could be transferred, and assessing efficiencies to make better use of the available administrative capacity.
3. Scope of Work
Working closely with Sales Leadership, field teams, Sales Operations and BTS, the assignment will map end-to-end sales workflows, analyse time allocation and productivity barriers, review the use of existing administrative capacity, and translate findings into a practical, prioritised implementation roadmap.
A. Current-State Mapping (Weeks 1–3)
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- Map end-to-end sales workflows
- Analyse time allocation (customer vs non-customer facing)
- Identify manual vs automated processes
- Review tasks currently handled by the administrative resource and assess capacity, and identify additional activities that could be transferred from Sales
B. Diagnostics (Weeks 4–6)
- Identify top productivity drains/barriers and quantify their impact on Sales effectiveness
- Analyse root causes across processes, systems, role design and ways of working
C. Opportunity Identification (Weeks 7–9)
- Identify quick wins and high-value opportunities by business impact and implementation effort
- Highlight systems, structural and administrative resource efficiencies
- Prioritise process simplification, AI use, automation, system and structural opportunities
- Define AI use cases
D. Recommendations & Roadmap (Weeks 10–12)
- Quantify potential productivity gains and recommended measures of success
- Define a six-month implementation roadmap with ownership, pilot actions and sequencing
- Prepare and deliver bi-weekly steering updates and a final leadership read-out
4. Deliverables
- End-to-end sales process map
- Time allocation baseline and productivity heatmap
- Administrative resource capacity and task-transfer assessment
- Prioritised AI and automation opportunity catalogue
- Quantified productivity improvement opportunities
- Six-month implementation roadmap and pilot recommendations
- Executive final read-out
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5. Success Criteria
- Fact-based understanding of where Sales time is spent and the main productivity drains
- Clear opportunities to increase customer-facing time and reduce administrative burden
- Prioritised AI use cases and quick wins ready for pilot
- Practical roadmap with quantified value, ownership and next actions
- High-quality stakeholder engagement and clear final leadership read-out
6. Profile Required
- Demonstrated experience in business analysis, process improvement, sales operations, commercial excellence or productivity transformation
- Strong analytical, structured problem-solving and process-mapping skills
- Experience mapping processes, facilitating workshops, analysing data and developing actionable recommendations
- Understanding of sales operations and CRM-enabled workflows
- Ability to engage credibly with field teams, Sales Leadership, Sales Operations, BTS and cross-functional partners
- Experience identifying digital, AI or automation opportunities preferred
- Ability to translate complex findings into clear priorities, business cases and executive presentations
- Experience in a complex, regulated or international environment advantageous
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