Business Systems Analyst - Salesforce

CI Financial; Toronto; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Many others

Job summary

CI Financial seeks a Business Systems Analyst to join our Digital Marketing team. You will partner with business units to identify needs and implement Salesforce-based solutions and processes to achieve strategic goals.

The role requires onsite collaboration and a fixed-term contract of up to 12 months. The position emphasizes Salesforce CRM stability, requirements documentation, testing coordination, training, and user adoption across teams.

Qualifications

• Post-secondary education.
• 2+ years working experience as a Business Analyst.
• 2+ years working with Salesforce.
• Strong written and verbal communication skills.
• Excellent problem-solving and analytical skills.
• Strong time-management and prioritizing abilities.

Responsibilities

• Provide dedicated support for Salesforce CRM and stakeholder coordination.
• Define/document specifications for Salesforce development/support with stakeholders.
• Collaborate with Salesforce Developers to build solutions on Salesforce platforms.
• Manage project/development cycle, create and revise work plans, coordinate reviews, testing and training.
• Assist with lead/functional testing and review deliverables.
• Document processes and provide user training for adopted solutions.
• Promote user adoption and measure effectiveness of Salesforce solutions.
• Maintain data integrity and conduct data validation within Salesforce.

Skills

Business Analysis

Communication

Problem-solving

Time management

Education

Post-secondary education

Tools

Salesforce

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Fixed Term Contract: Up to 12 months

We are currently seeking a Business Systems Analyst to join our Digital Marketing team. In this role, you will partner with various business units to identify their needs and help to implement solutions and processes to achieve their strategic goals. Our team takes great pride in developing and implementing solutions for our business partners.

WHAT YOU WILL DO

• Dedicated support for Salesforce CRM.
• Works with stakeholders and business groups to define/document specifications for development/support of Salesforce CRM.
• Work with Salesforce Developers to build solutions on the Salesforce platforms.
• Manage the project/development cycle. Creates and executes project work plans and revises as appropriate to meet changing needs and requirements. Coordinate review, testing, validation and training with all involved stakeholders and business units.
• Assist with lead/functional testing. Reviews deliverables before passing onto to stakeholders.
• Document process and provide training
• Promote user adoption and engagement of the Salesforce platform. Measure the effectiveness of solutions/developments.
• Support the integrity of the data within the Salesforce platforms. Assist with recurring maintenance and data validation.
• Review, understand, and test Salesforce releases and new products. Identify potential opportunities to enable the business.
• Test and review any third-party vendors and applications that integrate with the Salesforce platforms.
• Act as the subject matter expert for the Salesforce platforms including Sales Cloud, Service Cloud, Financial Service Cloud.

WHAT YOU WILL BRING

• Post-secondary education
• 2+ years working experience as a Business Analyst
• 2+ years working with Salesforce
• Strong written and verbal communication skills
• Excellent problem-solving and analytical skills
• Strong time-management and prioritizing abilities

This role follows our in office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company.

The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location.

In addition to base salary, this position is eligible for participation in a bonus program.

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Many others

Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top-up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.