Job summary

Posted on
22.06.2021

Category
Information Technology Jobs; Finance Jobs

Job type
Long Term Contract

Career level
Experienced

Education Level
Bachelor's Degree

Years of Experience
10 and more

Ref ID
1413801967

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Business Analyst/CRM Integrator

Company: Intelli5 Location: Montreal

Job description

One of our clients in the financial industry is currently looking for a business analyst/CRM integrator to join their team.

Main tasks

  • Define the scope of the product or opportunity to be developed with the Project Director and the contribution of the project manager;
  • Analyze the business needs of the sectors, identify opportunities for improvement and recommend solutions in order to optimize and develop business processes and work organization;
  • Document business processes and rules. Can assist users in writing procedures, as an expert. During calls for tenders, write customer requirements;
  • Establish the gaps between the current processes and the chosen solution to ensure that all elements are covered in the analysis;
  • Ensure the management, analysis and prioritization of service requests and supports users in preparing their requests. Organize and lead workshops with users to identify their needs;
  • Prepare the detailed needs analysis and participate in the identification of deliverables. Participate in business case and risk analysis;
  • Master and apply operational models of corporate functions as part of project and continuous improvement activities. Develop test strategy and use cases. Pilot the acceptance testing team during the production;
  • Act as a liaison between the development team and users during all phases of the development cycle. Assist the project coordinator in monitoring the various projects and in identifying problems and finding solutions;
  • Monitor products and best practices. Build and maintains close business relationships with business partners and suppliers;
  • Support the change management team in carrying out the various activities. Ensure the transfer of knowledge to users;
  • Participate in any project where his expertise is required;

Responsibilities

Business needs integration component

  • Have a cross-sectional view of all the business analysis initiatives constituting the project;
  • Support the product manager in maintaining the project vision and the scope of initiatives;
  • Ensure alignment between the different initiatives and the integration of needs across the project as well as with external projects with potential impact;
  • Act as the main point of contact between the project management and the business analysts in order to carry out the work report;
  • Facilitate weekly meetings with business analysts on work progress, issues, risks, discrepancies and workshops of the extended AA team.

Support component

  • Responsible for certain project deliverables and, if necessary, being also in support of the project director for positioning and strategic deliverables;
  • Monitor activities with other analysts;
  • Support the product manager in project activities and follow up on content with stakeholders (eg Legal, IT, etc.) throughout the project;
  • Play an advisory and support role on projects in terms of strategy or analysis approach (identification and implementation of the elements required for the analysis);
  • Provide solutions to problems that analysts may encounter at the project team level;
  • Act as the link between the project and the business analysis center of expertise.
  • Constitute a 1st level of validation of deliverables produced by business analysts;
  • Be a referent on the methodology adopted by the center of expertise and the templates of deliverables to be used;
  • Integrates and supports new analysts joining the project.

Required qualifications

Technical

  • Bachelor's degree in administration, information systems or business analysis option or equivalent;
  • CBAP (Certified Business Analysis Professional) or PMI-PBA (Professional Business Analyst) certificate;
  • Three (3) years of relevant experience in the implementation of a CRM (Sales Module);
  • Five (5) years of relevant experience in the implementation of a CRM;
  • Relevant experience with the Azure Devops application for writing user stories and for quality assurance (Tests);
  • Minimum ten (10) years of experience in business analysis, including 3 in the role of an integrating business analyst;
  • Knowledge of Office 365 collaboration tools and, preferably, their integrations with MS Dynamics solutions;
  • Have coached, guided and supervised the work of business analysts are in a matrix context for a large-scale project; Have worked in a context of implementing a CRM with an external integrator;
  • Knowledge of the investment industry is an asset;
  • Very good knowledge of spoken and written French;
  • Functional spoken and written English;

Professional skills

  • Ability to reconcile divergent interests (IT vs users vs integrator) and independent point of view;
  • Strong ability to analyze, synthesize and solve problems;
  • Ability to influence and strong customer focus;
  • Strong interpersonal skills and ease of adaptation;
  • Very good communication skills with managers and a matrix team;
  • Ability to work in a multidisciplinary team;
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