CRM Business Analyst optimizing Salesforce for insurance sales teams. Advocates for stakeholder needs and collaborates within an Agile environment to enhance CRM experience.
Responsibilities
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
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