Senior Salesforce Business Systems Analyst to support the customization and integration of existing systems to a Retail Salesforce Platform with one of our

Senior Salesforce Business Systems Analyst to support the customization and integration of existing systems to a Retail Salesforce Platform with one of our major banking clients- 34302

Location Address: Hybrid - Scarborough - 2/month (Thursdays, typically) and every other week downtown 333 King Street East/44 King West - preference for candidates in the GTA

Contract Duration: ASAP to 01/31/2025 approx. 6 months (Possibility of extension)

Schedule Hours: 37.5 hrs/week

Story Behind the Need

• Business group: CRM, Sales & Branch Performance - Performance engineering team, part of Customer Servicing engineering in Digital Banking, focused on providing solutions that assist front line staff across channels in deepening relationship with customers, providing better service and offering better products to them, and help improve sales & productivity along the way.
• Project: MVP4 initiative of our Retail Salesforce instance - Salesforce MVP for additional functionalities - within Salesforce, they sell additional features and functionalities - what is required here is customization and integration of existing systems to those features

Must Have Skills:

• 8+ years’ experience as Business Systems Analyst, preferably with at least 3-5 recent experience working within a large highly matrixed complex financial institution
• Demonstrated experience having worked on a large project with a budget of over $5 million, with competing priorities with multiple stakeholders
• Salesforce experience - experience with sub features of Salesforce
• 3+ years’ experience with JIRA, Confluence, MS Suite
• Experience working within an Agile framework

Nice-To-Have Skills:

• Development experience - to have technical mindset in translating requirements
• Project management skills - in order to handle diverse projects, often times simultaneously, and meet aggressive deadlines

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
• *IF they have a Salesforce certification, please ensure to include the cred link in the skills matrix / 1st page - https://trailhead.salesforce.com/en/credentials/verification/

Best VS. Average Candidate: Ideal candidate at some stage in their career worked as a developer and has that technical mindset which will really help them hit the ground running, has used Salesforce in some capacity, cherry on top would be having worked with one of the large Banks in a similar capacity / type of project

Scope of project:

• 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
• Calendar & Agenda: Adding agenda/calendar management functionality, end-to end connectivity, self-generated leads, referrals and new reports
• 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
• 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

Candidate Review & Selection

• 2 rounds - MS Teams Video Interviews
• 1st with HM - technical interview - 30 minutes
• 2nd with Director/other team member - half technical half culture fit - 45 minutes