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Sr. Business Analyst - Salesforce CRM to support Scoping and Backlog Management for a Banking client

Toronto, ON
  • Number of positions available : 1

  • To be discussed
  • Contract job

  • Starting date : 1 position to fill as soon as possible

Our client is looking for a Sr. Business Analyst - Salesforce CRM to support Scoping and Backlog Management in the Financial Industry.


Overview:

The Senior Business Analyst will play a pivotal role in the successful implementation of the Salesforce CRM platform within the Advisory Banking sector, specifically catering to the unique requirements of our Capital Markets Group. This individual will serve as a crucial liaison between the business stakeholders, encompassing sales, trading, research, and investment banking professionals, and the SI functional analysts team. Their primary responsibility will be to ensure that the Salesforce solution is precisely tailored to align with the specific needs and workflows of the Advisory Banking teams, whilst ensuring regulatory compliance.

Must Have's:

  • 6+ years as a Business Analysis
  • Experience with CRM Implementation
  • 6+ years experience Requirements Gathering
  • Advisory Banking Knowledge -Capital Markets Knowledge: Familiarity with Capital Markets products, services, and operational processes (e.g., trade products & lifecycle, investment banking deal flow, advisory services)
  • Understand regulatory requirements and compliance considerations relevant to CRM in Capital Markets
  • Solution Design


Responsibilities:

  • You will contribute to defining the project scope and identifying key deliverables
  • Collaborate to prioritize and manage the product backlog, ensuring alignment with business goals and project timelines
  • Participate in backlog refinement sessions to elaborate user stories and define acceptance criteria
  • Track and monitor progress against the backlog, identifying and escalating any roadblocks or risks


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Requirements

Level of education

undetermined

Work experience (years)

undetermined

Written languages

undetermined

Spoken languages

undetermined