Scope of project:
1.Leads Management & Prioritization: Delivered in FY23 and provides a prioritized list of Campaigns leads and reporting. Also, cross channel suppression to increase productivity and reduce channel conflict on customer contact
2.Calendar & Agenda: Adding agenda/calendar management functionality, end-to end connectivity, self-generated leads, referrals and new reports
3.Customer 360 & Pipeline: Customer 360 and a robust Sales Pipeline system embedded in Salesforce, will eliminate most of the swivel between systems and improve productivity across the network, customer and employee experience
4.Distributed Marketing & Discovery: Discovery Tool and Distributed Marketing helping our advisors engage with customers at the right time along and standardize how thousands of advisors approach customer discovery
Typical Day in Role:
• Perform analysis, design, implementation, modification, and daily functional support of all applications.
• Works with key stakeholders within all business functions to align technology solutions with business strategies
• Gathers requirements from business units and translates those to programmers and developers
• Prepares cost-benefit and return-on-investment analyses to aid in decisions on system implementation
• Demonstrates an informed knowledge of business functions to resolve problems and capitalize on improvement opportunities
• Supports one or more highly complex business processes
• Works on multiple projects as a project team member
• Serves as a liaison between the business community and the IT organization in order to provide technical solutions to meet user needs
• Serve as a liaison between users and developers to help resolve prod issues
• Perform health checks after releases to ensure functionalities have been deployed correctly
Candidate Requirements/Must Have Skills:
1) 8+ years’ experience as BSA, preferably with at least 3-5 recent experience working within a large highly matrixed complex financial institution
2) Demonstrated experience having worked on a large project with a budget of over $5 million, with competing priorities with multiple stakeholders
3) 3+ years’ experience with JIRA, Confluence, MS Suite
4) Experience working within an Agile framework
Nice-To-Have Skills:
1) Salesforce experience – experience with sub features of Salesforce a strong asset
2) Development experience – to have technical mindset in translating requirements
3) Project management skills – in order to handle diverse projects, often times simultaneously, and meet aggressive deadlines
Soft Skills Required:
• Ability to solve technical problems/ processes and understand complex details
• Ability to increase operating efficiency with high quality technical solutions
• A high level of interpersonal and verbal communication skills necessary to relate to other people at their systems knowledge level
• Ability to analyze complex situations and problems and do the necessary research using multiple sources of information to arrive at innovative solutions
• Ability to create business solutions that increase competitive advantage
• Ability to exercise good judgment in selecting methods and techniques for obtaining solutions
Education:
Bachelor's degree in a technical field such as computer science, computer engineering or related field preferred
MBA or other related advanced degree an asset
Agile/CSM certification an asset
Salesforce certification an asset