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About the Role
As a Business Analyst within the Salesforce CRM Product team, you will work closely with the Product Owner and stakeholders across the organization to define, analyze, and deliver enhancements that maximize the value of Salesforce CRM. You will play a key role in translating business needs into scalable solutions, improving user experiences, supporting operational excellence, and ensuring CRM capabilities align with business objectives.
Responsibilities
- Collaborate with partners across Business, Operations, Data and Technology teams for effective prioritization, gather requirements and support the delivery of Salesforce CRM enhancements.
- Facilitate workshops, discovery sessions, and stakeholder discussions to identify business needs, document requirements, analyze impacts, and recommend scalable solutions that address operational and user experience challenges.
- Build strong relationships across business and technology teams, proactively identifying risks, dependencies, and opportunities that support the ongoing evolution of Salesforce CRM as a strategic enterprise platform.
- Analyze business processes, user feedback, and data to identify opportunities for continuous improvement, increased efficiency, stronger controls, and improved user experiences.
Requirements
- Minimum three years of related business experience.
- Minimum two years’ experience in a Business Analyst role (including requirements elicitation, stakeholder facilitation, process analysis, and solution delivery).
- Demonstrated ability to facilitate discussions across business and technology teams and build consensus among stakeholders with diverse perspectives.
- Strong Business knowledge and comprehension of applications, procedures, and workflows.
- Experience supporting CRM platforms, preferably Salesforce.
- Insurance or financial services experience is considered an asset.
- CBAP, CCBA, Salesforce Business Analyst Certification, Salesforce Administrator Certification, or related certifications are considered assets.
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support our peers.
- You are highly organized and detail-oriented, ensuring requirements, documentation, testing, and deliverables are completed with accuracy and quality.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
Skills
- Salesforce CRM
- Business Analysis
- Requirements Elicitation
- Stakeholder Facilitation
- Process Analysis
- Solution Delivery
- Critical Thinking
- Communication
- Teamwork
- Organization
- Detail-oriented
Location
- Hybrid
Work Type
- Temporary Full-Time
- Hybrid (2 days in office)
Experience Level
- Minimum three years of related business experience
- Minimum two years’ experience in a Business Analyst role
Salary/Compensations
- $60,574.00 to $100,956.00
Benefits
- Training and development opportunities to grow your career.
- Flexible work options to support personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Volunteer opportunities to give back to your community.
About the Company
- We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.