Overview
USD 33.00 - 38.00 per hour
Full Time
Skills
Financial Services
Insurance
Wealth Management
Finance
Innovation
Customer Relationship Management (CRM)
Optimization
Workflow
Dashboard
Collaboration
Management
Data Flow
Business Intelligence
JIRA
Confluence
Agile
Business Analysis
Project Management
Business Process
Data Analysis
Systems Analysis
Reporting
Requirements Elicitation
Stakeholder Management
Communication
Attention To Detail
Analytical Skill
Conflict Resolution
Problem Solving
Salesforce.com
Usability
Sales
Job Details
Description
Our client is a leading Canadian financial services organization, committed to providing personalized insurance, wealth management, and financial solutions that help Canadians achieve security and peace of mind. We pride ourselves on fostering innovation, collaboration, and client-focused solutions that make a meaningful impact in the communities we serve.
About the Role:
Our client is seeking a Business Analyst for a one-year contract to support CRM enhancements within our Salesforce platform. This role is critical to ensuring that advisor workflows are streamlined, intuitive, and aligned with business objectives. The successful candidate will work closely with stakeholders to translate business needs into actionable requirements that drive adoption and deliver measurable value.
Key Responsibilities:
1. Lead discovery sessions with business partners and stakeholders to gather and analyze requirements.
2. Translate business needs into clear, detailed business requirements for Salesforce CRM solutions.
3. Document requirements in Confluence and collaborate with technical teams for implementation.
4. Support CRM enhancements related to:
- Sales funnel optimization (opportunities, leads, advisor workflows)
- Email templates and client communication processes
- Reporting and dashboard creation for advisor insights
5. Ensure alignment between business processes and Salesforce capabilities.
6. Collaborate across teams to manage data flows between Salesforce and backend systems (BI, sales, PolicyCenter).
Skills
salesforce crm, jira, confluence, Analysis, Business requirements, Business systems analysis, Requirement gathering, Data, Agile, Business analysis, Project management, requirements gathering, business process, data analysis, systems analysis, reporting, gathering requirements
Additional Skills & Qualifications
1. Strong ability to lead discovery sessions and translate business needs into actionable requirements.
2. Excellent stakeholder management and communication skills.
3. Detail-oriented with strong analytical and problem-solving abilities.
4. Proven experience translating business needs into Salesforce features that improve usability and adoption for sales teams.
Experience Level
Intermediate Level
Location:
Candidates can be located near our offices in Guelph, Mississauga, or Burlington
Job Type & Location
This is a Contract position based out of Guelph, ON.
Pay and Benefits
The pay range for this position is $33.00 - $38.00/hr.
Workplace Type
This is a hybrid position in Guelph,ON.
propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous acclrons la transformation de nos clients. Notre comptence en stratgie, conception, excution et oprations libre la valeur de l'entreprise par un ventail de solutions. Nous sommes une quipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amrique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacits full-stack et notre rythme. Nous sommes des penseurs stratgiques, des collaborateurs pratiques qui aident les clients exploiter le changement et matriser le dynamisme de la technologie. Nous btissons le futur en livrant les rsultats et en crant un impact positif dans nos communauts mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Dcouvrez d'autres informations TEKsystems.com.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Our client is a leading Canadian financial services organization, committed to providing personalized insurance, wealth management, and financial solutions that help Canadians achieve security and peace of mind. We pride ourselves on fostering innovation, collaboration, and client-focused solutions that make a meaningful impact in the communities we serve.
About the Role:
Our client is seeking a Business Analyst for a one-year contract to support CRM enhancements within our Salesforce platform. This role is critical to ensuring that advisor workflows are streamlined, intuitive, and aligned with business objectives. The successful candidate will work closely with stakeholders to translate business needs into actionable requirements that drive adoption and deliver measurable value.
Key Responsibilities:
1. Lead discovery sessions with business partners and stakeholders to gather and analyze requirements.
2. Translate business needs into clear, detailed business requirements for Salesforce CRM solutions.
3. Document requirements in Confluence and collaborate with technical teams for implementation.
4. Support CRM enhancements related to:
- Sales funnel optimization (opportunities, leads, advisor workflows)
- Email templates and client communication processes
- Reporting and dashboard creation for advisor insights
5. Ensure alignment between business processes and Salesforce capabilities.
6. Collaborate across teams to manage data flows between Salesforce and backend systems (BI, sales, PolicyCenter).
Skills
salesforce crm, jira, confluence, Analysis, Business requirements, Business systems analysis, Requirement gathering, Data, Agile, Business analysis, Project management, requirements gathering, business process, data analysis, systems analysis, reporting, gathering requirements
Additional Skills & Qualifications
1. Strong ability to lead discovery sessions and translate business needs into actionable requirements.
2. Excellent stakeholder management and communication skills.
3. Detail-oriented with strong analytical and problem-solving abilities.
4. Proven experience translating business needs into Salesforce features that improve usability and adoption for sales teams.
Experience Level
Intermediate Level
Location:
Candidates can be located near our offices in Guelph, Mississauga, or Burlington
Job Type & Location
This is a Contract position based out of Guelph, ON.
Pay and Benefits
The pay range for this position is $33.00 - $38.00/hr.
Workplace Type
This is a hybrid position in Guelph,ON.
propos de TEKsystems et TEKsystems Global Services
Nous sommes un fournisseur de services aux entreprises et de technologies. Nous acclrons la transformation de nos clients. Notre comptence en stratgie, conception, excution et oprations libre la valeur de l'entreprise par un ventail de solutions. Nous sommes une quipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amrique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacits full-stack et notre rythme. Nous sommes des penseurs stratgiques, des collaborateurs pratiques qui aident les clients exploiter le changement et matriser le dynamisme de la technologie. Nous btissons le futur en livrant les rsultats et en crant un impact positif dans nos communauts mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d'Allegis Group. Dcouvrez d'autres informations TEKsystems.com.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.