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Senior Business Analyst – Salesforce


This is a Contract position in Red Deer, AB posted May 26, 2021.

Company Overview Tell us your story.

Don’t go unnoticed.

Explain why you’re a winning candidate.

Think ”TD” if you crave meaningful work and embrace change like we do.

We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive.

Carve out a career for yourself.

Grow with us.

Here’s our story: Department Overview SENIOR BUSINESS ANALYST, TD WEALTH BUSINESS ARCHITECTURE, CLIENT RELATIONSHIP MANAGEMENT Business Architecture in TD Wealth acts as the business owners of the technology platforms we are responsible for advancing, with the goal of aligning to Wealth business strategies.

In this role, you will support the Business Architecture team and contribute to the day-to-day operations and advancement of initiatives associated to Salesforce Financial Services Cloud.

You will assist with Salesforce project rollouts and customization in an Agile delivery organization, driving continuous improvement into the platform, and establishing best practices to help the business grow.

You will deliver deep insights and recommendations to our business partners based on a strong understanding of the Wealth implementation of the Salesforce Financial Services Cloud platform.

ESSENTIAL JOB FUNCTIONS: Work with internal stakeholders to understand business needs and customer requirements identifying enhancement or process improvement opportunities.

Documentation, analysis, and refinement of business process flows, requirements, user stories and test plans Be a key contributor to strategic projects from the design phase through architecture, development, testing, documentation, production deployment and support.

Resolve end user requests for help.

Serve as liaison between business and technology, partnering with technology teams in order to maintain and improve system efficiency.

Define adoption strategies for different end user groups.

Stay on the forefront of upcoming new capabilities in Salesforce and train the field on the most effective use of these capabilities.

Work closely with both business and technology teams to plan, create test cases, UAT and implement technical solutions.

Design and build quality reports and dashboards to provide reliable, accurate and timely visibility into SFDC data.

Review and understand general organization drivers and context for development projects.

Perform other duties as assigned.

Minimum Education and Experience:
– Bachelor’s degree, or an equivalent combination of education and experience
– Three to five years hands on Salesforce experience Preferred Education, Additional Qualifications and Experience:
– Salesforce Certified Administrator preferred
– 2 years of experience in Wealth Management servicing or operations
– At least 5 years of experience in Business Analysis Required Knowledge, Skills, and/or Abilities: Strong people skills; effective at establishing collaborative relationships with cross-functional teams and individuals Keen understanding of the Wealth business and the ability to visualize business requirements in the context of an end to end user experience Strong understanding of best practices and functionality Experience with measuring and improving Sales organizations performance and productivity Experience in training new users on the Salesforce platform and maintaining continuous training Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upward with a positive attitude Creative and analytical thinker with strong problem-solving skills Ability to work independently while part of a team Excellent Organizational and Communication skills Familiarity with third-party integration and tools (e.g., Salesforce web API, data loader).

Job Description Job Description Summary Plan, manage, lead and oversee the end-to-end delivery of requirements throughout the lifecycle of the project in alignment with the business and/or enterprise needs and strategies.

Provide leadership and work collaboratively with stakeholders including business, technology and finance partners to support project benefits and changes to business processes, policies and systems across single or multiple Lines of Business (LoB) KEY ACCOUNTABILITIES CUSTOMER Lead a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience Analyze impacts to customers, stakeholders, employees, process, technology solutions to achieve business results Understand and clarify work packages of each assigned initiative/project inclusive of constraints (time, cost, people resources) and maintain a customer-centric approach Provide recommendations and direction based on the end to end customer experience when making decisions Lead and own the project deliverables related to business requirements to meet the needs of the customer, employee, and business Assess and ensure that customer and employee experience / stakeholder impacts are appropriately managed Engage appropriate stakeholders to identify and manage required outcomes of projects for the business Provide on-going communication to key stakeholders, including the project sponsor, business project owner, project / program / portfolio manager to ensure they are aware of significant changes which impact requirements delivery against the overall project Respond to inquiries and escalate concerns from stakeholders and partners at all levels in the organization Identify and lead problem resolution to ensure customer needs are met Contribute to the application of change management best practices (e.g.

stakeholder analysis, gap analysis, change planning, etc.) Collaborate with the project manager and business sponsor to identify and ensure required resources are assigned to the project for successful delivery of requirements Ensure timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution EMPLOYEE / TEAM Contribute to team development of skills and capability through mentorship of junior/peer Business Analysts by sharing knowledge and experiences, leveraging best practices Continuously enhance knowledge/expertise in business analysis to provide advice and guidance to business partners and project team regarding best practices Lead, motivate and develop relationships with the business, stakeholders, and technology partners to develop productive working relationships Engage, enable and lead stakeholders to agreement /consensus on the business requirements Prioritize and manage work load and capacity to deliver on project milestone dates Participate in regular coaching and performance review sessions, employee surveys and action plans Own development plan including activities related to training, relationship building and on-the-job experiences that continually enhance individual business analysis capabilities to achieve career goals Foster a collaborative team environment by participating in team meetings and reward & recognition programs Support, mentor and provide guidance to junior level Business Analysts and peers Contribute to a positive work environment by embracing diversity in the workplace and supporting and proudly representing TD in the community Requirements SHAREHOLDER Solidify business needs including problem statements, business objectives and strategic alignment to ensure accurate delivery of business requirements in support of the business case Deliver detailed level requirements to support downstream estimates and delivery of business case anchored to business requirements May contribute with business owner to define measures of success as defined in the project charter BREADTH & DEPTH Leads Requirements Management / work packages for Tier 3-4, low to moderate risk and regulatory projects with multiple stakeholders and across multiple LoB Advanced to expert knowledge of business analysis, project delivery practices and standards across the project life-cycle Gain/acquire sound to advanced understanding of business and user interaction with technology throughout project delivery Works independently as the senior or lead business analyst and coaches and guides members within area of expertise Identifies and leads problem resolution for complex issues at all levels Contributes to the communication and change management activities across multiple stakeholders Generally reports to a Manager or above EXPERIENCE & EDUCATION Undergraduate degree Business Analysis Accreditation is an asset 5-7 years related business analysis experience Additional Information SHAREHOLDER Lead requirements management on project(s) which are based on complexity, size and budget as defined by the project governance levels Provide leadership / guidance and support in defining the business need or problem statement based on strategic drivers and identifying potential solutions Identify scope changes and complete analysis to determine impact to project benefits and risks Facilitate and follow a structured approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand requirements according to the requirements management discipline Identify, document and validate current state processes and work with the business and stakeholders to design the desired future state Establish and maintain full requirements traceability and work with the business to prioritize requirements and scope changes to ensure business needs are met Collaborate with technology partners and provide recommendations to support development of: system requirements and design, testing plans, artifacts/deliverables to ensure business needs are met Ensure project issues and concerns are addressed for clear articulation of business requirements (eg.

Business Systems Analyst) Proactively identify and track requirements risks, issues, assumptions, dependencies, constraints and anticipate and effectively manage risks related to requirements.

Align decisions to TD’s risk appetite Develop mitigation plans or lead/contribute to the completion of necessary compliance/new process assessment templates Contribute to Quality Assurance activities by supporting the development of test scripts and testing of developed solutions, including communication of issues and resolution Adhere to Enterprise project governance controls to ensure projects meet all performance, quality and compliance standards and conforms to appropriate disciplines Contribute to the development of the project plan and high-level work breakout session (WBS), identify and manage key risks and decisions Own and complete relevant work packages through collaboration with multiple stakeholders to prepare for operational readiness, managing deadlines and adjusting to changing work priorities Take ownership and communicate progress on work packages, including requirements management, in a concise and timely manner, escalating issues to project manager, partners and manager where appropriate Assess project change requests and their impacts on requirements, checking for alignment to project benefits at all phases Develop efficient and effective solutions through analytical problem solving Support implementation / post implementation activities as defined in the project plan Own the delivery of high level requirements that drives successful cost estimation for the project and requirements changes due to any project change requests Forecast, define and manage the requirements effort including cost and timeline Support the Request for Information (RFI) or Request for Proposal (RFP) with vendors if required Contribute to the development of the seed funding request by ensuring project scope and benefits are clearly articulated and risks are identified Identify risks or issues with technology solution or design which may impact realization of project benefits and provide guidance and support to stakeholders in making good decisions to pro-actively resolve or mitigate potential risks/delays to the project Ensure accuracy of the business requirements documentation to mitigate against project changes and reduce/manage cost to the project Critique and analyze requirement change requests to challenge impact to original business need as defined by project charter Hours 37.5 Inclusiveness At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.