Senior Manager, Business Systems Analysis, CRM
Top Benefits
About the role
Job Description
What will you do?
- Provide thought leadership and direction for the RBC WMC CRM transformation onto the Salesforce platform
- Lead and manage Discovery and Delivery of current and future roadmaps of Wealth Management's CRM transformation to align organization goals with the future state design of the Salesforce platform
- Facilitate collaborative sessions with large and diverse business stakeholder groups to drive requirements discovery, analysis, and review
- Lead the functional design of the Salesforce Financial Service Cloud to drive business value
- Lead conversations on integration scope and design, with business stakeholders, develop integration design in partnership with CRM architecture and tech leads and document the requirements.
- Actively lead, right from requirements gathering by documenting system solutions in the form of user stories, story maps, features, to supporting during the development and testing phases.
- People Management - Lead and support the growth of App Specialists and Business Systems Analysts within the WMC CRM team to ensure their performance and continued development support
- Lead a team of BSA's distributed across multiple scrum teams in gathering requirements/user stories to develop/enhance functionality on the Salesforce platform, including the technical analysis and estimates
- Act as an SF SME to other teams to ensure knowledge is propagated across Wealth i.e. upskill staff, training, etc.
- Build strong understanding of business domain functionality and technology options, in order to identify requirements “trade-offs” to meet business objectives and technology evolution
- Comfortable in using agile tools and processes to deliver solutions collaboratively, and acting as a liaison between the pods and business stakeholders.
- Oversee and manage the documentation structure across our agile tools, including defining a structured approach for user story documentation in Jira and requirements within Confluence
- Stay on top of the Jira board to align user stories with the overarching Goals, identifying gaps that could hamper delivery, and flag risks in a timely manner.
- Support and lead the evolution of the WMC CRM Centre of Expert Practitioners (CoEP) by championing process change, defining and documenting best practices, and supporting the entire program team with the transition to Salesforce
What do you need to succeed?
Must-have
- Minimum 8 years of experience in a Business Systems Analyst role with proven experience with Agile methodology delivering large-scale complex projects/programs.
- Experience managing teams and capacity planning
- Requirements management and communication – requirements walkthroughs; scope and change management; traceability; configuration management, backlog management & prioritization.
- Experience implementing CRM solutions in the financial sector, coupled with experience in business analysis of integrating applications using tools like GraphQL, Kafka and REST API's.
- Combination of traditional business analysis skills with lean/agile analysis skills, and the ability to identify the need for and use techniques from either skillset (system context diagrams, use cases, storyboards, relative estimation).
- Experience in leading requirements planning and prioritization including stakeholder analysis and effort estimation.
- Requirements elicitation techniques such as Data Analysis, Document Analysis, Interviews, Facilitated Workshops, Observation, Prototyping, Focus Groups, Surveys.
- Deep understanding of the Salesforce platform and its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud
- Salesforce Certifications: Salesforce Administrator, App Builder, FSC Accreditation
Nice-to-have
- Experience implementing CRM solutions in the financial sector
- Wealth Management industry experience related to business processes and workflows
- Salesforce Certifications: Salesforce Platform App Builder, Sales Cloud, Service Cloud, Data Cloud, AI Specialist
- Experience with CRM Analytics and leveraging for Predictive Analytics, Next Best Action, etc.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
- Opportunities to do challenging work
#LI-POST
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Senior Manager, Business Systems Analysis, CRM
Top Benefits
About the role
Job Description
What will you do?
- Provide thought leadership and direction for the RBC WMC CRM transformation onto the Salesforce platform
- Lead and manage Discovery and Delivery of current and future roadmaps of Wealth Management's CRM transformation to align organization goals with the future state design of the Salesforce platform
- Facilitate collaborative sessions with large and diverse business stakeholder groups to drive requirements discovery, analysis, and review
- Lead the functional design of the Salesforce Financial Service Cloud to drive business value
- Lead conversations on integration scope and design, with business stakeholders, develop integration design in partnership with CRM architecture and tech leads and document the requirements.
- Actively lead, right from requirements gathering by documenting system solutions in the form of user stories, story maps, features, to supporting during the development and testing phases.
- People Management - Lead and support the growth of App Specialists and Business Systems Analysts within the WMC CRM team to ensure their performance and continued development support
- Lead a team of BSA's distributed across multiple scrum teams in gathering requirements/user stories to develop/enhance functionality on the Salesforce platform, including the technical analysis and estimates
- Act as an SF SME to other teams to ensure knowledge is propagated across Wealth i.e. upskill staff, training, etc.
- Build strong understanding of business domain functionality and technology options, in order to identify requirements “trade-offs” to meet business objectives and technology evolution
- Comfortable in using agile tools and processes to deliver solutions collaboratively, and acting as a liaison between the pods and business stakeholders.
- Oversee and manage the documentation structure across our agile tools, including defining a structured approach for user story documentation in Jira and requirements within Confluence
- Stay on top of the Jira board to align user stories with the overarching Goals, identifying gaps that could hamper delivery, and flag risks in a timely manner.
- Support and lead the evolution of the WMC CRM Centre of Expert Practitioners (CoEP) by championing process change, defining and documenting best practices, and supporting the entire program team with the transition to Salesforce
What do you need to succeed?
Must-have
- Minimum 8 years of experience in a Business Systems Analyst role with proven experience with Agile methodology delivering large-scale complex projects/programs.
- Experience managing teams and capacity planning
- Requirements management and communication – requirements walkthroughs; scope and change management; traceability; configuration management, backlog management & prioritization.
- Experience implementing CRM solutions in the financial sector, coupled with experience in business analysis of integrating applications using tools like GraphQL, Kafka and REST API's.
- Combination of traditional business analysis skills with lean/agile analysis skills, and the ability to identify the need for and use techniques from either skillset (system context diagrams, use cases, storyboards, relative estimation).
- Experience in leading requirements planning and prioritization including stakeholder analysis and effort estimation.
- Requirements elicitation techniques such as Data Analysis, Document Analysis, Interviews, Facilitated Workshops, Observation, Prototyping, Focus Groups, Surveys.
- Deep understanding of the Salesforce platform and its architecture and product suite including Sales & Service Cloud and/or Financial Services Cloud
- Salesforce Certifications: Salesforce Administrator, App Builder, FSC Accreditation
Nice-to-have
- Experience implementing CRM solutions in the financial sector
- Wealth Management industry experience related to business processes and workflows
- Salesforce Certifications: Salesforce Platform App Builder, Sales Cloud, Service Cloud, Data Cloud, AI Specialist
- Experience with CRM Analytics and leveraging for Predictive Analytics, Next Best Action, etc.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
- Opportunities to do challenging work
#LI-POST
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.