Compunnel Inc.
Description:
Reporting into the Director of Technology Enablement, as a technical Business Analyst you will research and analyze improvement opportunities, conduct workflow analysis, prepare requirements / refine stories, and facilitate implementation of technology solutions. You will collaborate with and represent the sales stakeholders for requirements refinement, light system administration, enhancements, project work and ongoing change management.
This unique yet critical business role will appeal to those of you with a real passion for tinkering and enhancing sales tools’ solutions. By contributing to standard methodologies and technological improvements this role will help drive business strategy and create process efficiencies across the organization.
Role likely to be extended beyond initial period of requisition*
Key Accountabilities:
Administration of Systems – 20%
Act as a central information resource to internal/external (mobile) user clients of the sales teams.
Be on the lookout for opportunities to streamline and consolidate wherever possible.
Handle inquiries received from the various internal/external (mobile) user clients.
Develop and enhance controls as required including security models, user profiles and sharing rules.
Report to management on usage, adoption, and other key metrics, providing suggestions for improvement.
Change Management – 40%
Act as frontline support and troubleshooting for users, escalating when necessary; and managing initiatives with client IT and vendor partners.
Participate in projects that support system enhancements, acting as the main conduit through which knowledge is transferred to the user clients (using a coaching and consultative approach).
Manage the end user launch with clients based on the complexity of the enhancement and business schedules.
Facilitate change management and adoption through eLearning tool “WalkMe”, Microsoft Teams, in person or virtual sessions and other mediums for onboarding and ongoing adoption of best practices.
Project Management – 30%
Conduct ongoing needs assessment interviews with customers to refine requirements and test/validate the initiatives’ solution(s).
As required, review enhancement requirements with the requestor to ensure a full grasp of their needs to deliver in an accurate and timely manner.
Collaborate with peers in our team and manager on projects, initiatives, training and documentation.
Participate in Agile Sprints and Scrum to flow work from the backlog through delivery and into support acting as business Subject Matter Expert (SME) / Product Owner Delegate (PO) and squad member.
Collaborate with client IT to coordinate system releases/implementations.
Assist in executing test plans.
Assist in coordinating User Acceptance Training.
Take on a leadership role in prioritizing enhancement requests and MVP.
Data Integrity and Management – 10%
Manage the load and update of mass data as required.
Document best practices and shares them among users and working groups.
Actively monitor data for cleanliness and watch for appropriate usage of the tool.
Job Requirements:
2-3 years of business experience including progressive business analysis experience.
Very good understanding of financial services, specifically in the Investments Industry with Wealth and Asset Management (WAM).
Retail wholesaling processes knowledge as it pertains to financial advisors is an asset.
You have a minimum of 3 years’ experience in sales enablement technologies’ – administration, business analysis, development, and/or change management.
You have proven yourself in Agile Management Framework (AMF), Project Management Framework (PMF), workflow design, and SDLC.
Salesforce Administrator or comparable certification preferred.
You are a standout colleague with a high commitment to quality work and service.
You’re highly motivated and driven and thrive in an environment that has minimal supervision.
You enjoy working directly with senior management contacts within client and with external partners and suppliers (as required).
Your analytical and negotiation skills are legendary.
You have a solid grasp of general business practices, as well as knowledge of mainframe/datasets and other reporting tools.
You are meticulously organized.
You have the ability to multi-task with demonstrable customer service and coaching skills.
Solid understanding of the upstream admin systems and downstream impacts to other areas.
You have fantastic communication skills (both verbal and written), combined with sound decision-making skills.
You are flexible, a creative problem solver, and are responsive to customer needs and to miscellaneous assignments as assigned.
Ability to influence and negotiate with others to meet project deadlines.
Your PC skills are excellent, with knowledge of PC-Based software (Excel, Word, PowerPoint and Windows).
Systems knowledge / experience is an asset for: Salesforce.com ecosystem (Sales Cloud, Marketing Cloud, CRM Analytics, Salesforce Maps), JIRA & Confluence (tracking development work) WalkMe (digital adoption), LucidChart (process mapping), Microsoft O365 & Teams.
You have the ability to develop positive internal business relationships and contacts.
Key Problems/Challenges:
You will need to adapt to new requests and rapidly changing business requirements.
You must keep current and adaptive to new technologies in a rapidly growing environment.
You enjoy taking on a high volume of multiple tasks and competing priorities.
You can handle changing priorities and effectively manage a diverse workload.
You will need to refine effective requirements based on ambiguous information and unclear requests.
You provide extraordinary service in all business relationships while maintaining integrity and accuracy.
The maintenance of a secure system and its functionalities, as well as quality of data are critical to ensure continued business operation.