Business Analyst - Salesforce CRM

Description

Our client is a leading Canadian financial services organization, committed to providing personalized insurance, wealth management, and financial solutions that help Canadians achieve security and peace of mind. We pride ourselves on fostering innovation, collaboration, and client-focused solutions that make a meaningful impact in the communities we serve.

About the Role:

Our client is seeking a Business Analyst for a one-year contract to support CRM enhancements within our Salesforce platform. This role is critical to ensuring that advisor workflows are streamlined, intuitive, and aligned with business objectives. The successful candidate will work closely with stakeholders to translate business needs into actionable requirements that drive adoption and deliver measurable value.

Key Responsibilities:

1. Lead discovery sessions with business partners and stakeholders to gather and analyze requirements.

2. Translate business needs into clear, detailed business requirements for Salesforce CRM solutions.

3. Document requirements in Confluence and collaborate with technical teams for implementation.

4. Support CRM enhancements related to:

- Sales funnel optimization (opportunities, leads, advisor workflows)

- Email templates and client communication processes

- Reporting and dashboard creation for advisor insights

5. Ensure alignment between business processes and Salesforce capabilities.

6. Collaborate across teams to manage data flows between Salesforce and backend systems (BI, sales, PolicyCenter).

Skills

salesforce crm, jira, confluence, Analysis, Business requirements, Business systems analysis, Requirement gathering, Data, Agile, Business analysis, Project management, requirements gathering, business process, data analysis, systems analysis, reporting, gathering requirements

Additional Skills & Qualifications

1. Strong ability to lead discovery sessions and translate business needs into actionable requirements.

2. Excellent stakeholder management and communication skills.

3. Detail-oriented with strong analytical and problem-solving abilities.

4. Proven experience translating business needs into Salesforce features that improve usability and adoption for sales teams.

Experience Level

Intermediate Level

Location:

Candidates can be located near our offices in Guelph, Mississauga, or Burlington

Job Type & Location

This is a Contract position based out of Guelph, ON.

Pay and Benefits

The pay range for this position is $ - $

Workplace Type

This is a hybrid position in Guelph,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.