SalesForce Business Analyst - 4

Story Behind the Need

Business group : CRM, Sales & Branch Performance - Performance engineering team, part of Customer Servicing engineering in Scotia Digital, 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

Scope of project :

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

Candidate Value Proposition :

The successful candidate will have the opportunity to work on application that is used in every banking branch of Canada and is one of the largest apps in the Bank so is a high visibility project; possibility for extension; have the opportunity to work with Salesforce as it is a highly sought tool in the market, enhancing the contractor’s profile.

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 :

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

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

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

Potential Salesforce BA related screening questions to come for sourcing, stay tuned in chat notes - please ensure to vet Salesforce experience if they have it

Job 70288