Hybrid CRM Business Analyst – Salesforce

Posted last month

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About the role

  • Function as the first line of support and troubleshooting for Insurance users, escalating to the appropriate IT Team when necessary.
  • Collect and prioritize all incoming requests for the Insurance CRM.
  • Build and maintain relationships with various partners to understand stakeholder perspective.
  • Act as a central information resource for internal and external business partners.
  • Review business requirements with stakeholders to ensure comprehensive understanding and timely delivery of solutions.
  • Create detailed user stories.
  • Manage the intake of requests and inquiries from various internal stakeholders.
  • Develop change management plans for new releases, including communication and training.
  • Lead and manage projects that support CRM enhancements.

Requirements

  • Minimum of 3 years’ experience in CRM administration, business analysis, and development.
  • Exceptional written and verbal communication skills.
  • Exceptional knowledge of Salesforce administration.
  • Salesforce certifications are an asset.
  • Sales experience is considered an asset.
  • Awareness of Insurance wholesaling processes pertaining to financial advisors is an asset.
  • Experience with Agile Management Frameworks such as Scrum and Kanban is an asset.
  • Excellent organizational skills and the ability to multi-task.
  • Proficiency with Microsoft Office tools, especially Excel, Word, PowerPoint, and Windows.

Benefits

  • health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
  • adoption/surrogacy and wellness benefits
  • employee/family assistance plans
  • retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
  • financial education and counseling resources
  • generous paid time off program including holidays, vacation, personal and sick days, and range of statutory leaves of absence

Job title

CRM Business Analyst – Salesforce

Job type

Experience level

Mid levelSenior

Salary

CA$57,675 - CA$96,125 per year

Degree requirement

Bachelor's Degree

Location requirements

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