Lead Business Systems Analyst - Salesforce

Analyzes information technology (Salesforce) requirements in business processes, through requirements elicitation, solutions identification, risk analysis and collaboration across teams. Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.

As a Lead Salesforce Business Systems Analyst for the SF Platform within Wealth Management Canada (WMC), you will have a critical role in the creation and maintenance of features on the Salesforce Financial Services Cloud (FSC) based WMC CRM platform, working closely with the business to ensure requirements are translated into a seamless experience for advisors and advising on processes to implement the functional capabilities needed for CRM to transform RBC WMCs ability to engage with clients and derive key data driven analytics.

This role will also act as a business analysis expert for Salesforce on the software engineering team, developing and maintaining expertise on Salesforce Financial Services Cloud (FSC) and working in partnership with the WMC business and program teams.

What will you do?

• Requirements gathering and user story writing for both functional and technical requirements.

• Providing guidance and technical support during the implementation and configuration process for Salesforce CRM solutions.

• Working closely with business architects and other technology staff to deliver project results while implementing risk analysis and meeting required deliverable.

• Build strong understanding of business domain functionality and technology options, in order to identify requirements trade-offs to meet business objectives and technology evolution

• Comfortable in using agile tools and processes to deliver solutions collaboratively, and acting as a liaison between the pods and business stakeholders.

• Oversee and manage the documentation structure across our agile tools, including defining a structured approach for user story documentation in Jira and requirements within Confluence

• Support and lead the evolution of the WMC CRM Centre of Excellence by championing process change, defining and documenting best practices, and supporting the entire program team with the transition to Salesforce

What do you need to succeed?
Must-have

• 7+ years of experience in a Business Systems Analyst role with proven experience with Agile methodology delivering large-scale complex projects/programs

• 2+ years working in a BSA lead role on teams using Salesforce; deep understanding of the Salesforce platform and its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud

• Experience with requirements management and communication requirement walkthroughs, Discovery Workshops, scope and change management; traceability; configuration management, backlog management, refinement & prioritization

• Combination of traditional business analysis skills with lean/agile analysis skills, and the ability to identify the need for and use techniques from either skillset (system context diagrams, use cases, storyboards, relative estimation)

• Salesforce Certifications: Salesforce Administrator

Nice-to-have

• Experience implementing CRM solutions in the financial sector

• Wealth Management industry experience related to business processes and workflows

• Salesforce Certifications: Salesforce Platform App Builder, Sales Cloud, Service Cloud, Financial Services Cloud Accreditation

• Experience with CRM Analytics and leveraging for Predictive Analytics, Next Best Action, etc.

What's in for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Flexible work/life balance options

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Job Skills

Agile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis, Salesforce.com Consulting, Salesforce (Software), Salesforce Administration, Salesforce AppExchange, Salesforce CRM Implementation, Salesforce Financial Services Cloud, Salesforce Marketing Cloud

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTOTORONTOCanada37.5Full timeTECHNOLOGY AND OPERATIONSRegularSalaried2024-08-142024-09-24