Sr Business Analyst
Posted on: 29 Jun 2021
Boston, MA
Job Description
Job Description
Support and influence business units & group functions to define, analyze, build & deliver value-added Customer Relationship Management (CRM) solutions. Maintain Business Intelligence tools inclusive of Salesforce.com, Marketing Cloud and Tableau dashboards to provide leaders consistent, accurate insight to make strategic business decisions, meet regulatory requirements and execute on business opportunities.
Responsibilities
Manage all processes that impact / relate to Salesforce.com and handle all on-going customization/ alteration of the system. Act as company SME on Salesforce.com.
Drive CRM roadmap and enhancements to ensure they meet the strategic goals of the business. Works cross-functionally with teams and business stakeholders to help define and document business requirements for the CRM application.
Perform analysis, modeling, and other quantitative techniques in order to answer business questions, assess business issues and/or recommend courses of action to meet business objectives. Document standard operating procedures and process flows for the organization to reference.
Act as a liaison between business leaders, staff and utility functions in order to drive knowledge transfer. Assist with project execution by providing input into business requirements, test plans, and implementation plans. Communicate action plans, status and priorities to appropriate partners.
Assist with performing user acceptance testing and ensure the test results meet defined criteria in order to meet the business objectives.
Proactively seek out and identify needed system changes and continually seek ways to further enhance the end-user experience.
Required Qualifications
Bachelor’s degree or 5-7 years of relevant experience.
In-depth knowledge of the standard capabilities of Salesforce.com including hands-on Salesforce.com (SFDC) administrative / configuration / implementation experience and/or integration with external systems.
Ability to understand business needs, translate them to technical requirements and deliver value-added solutions.
Advanced Excel skills.
Strong analytical, quantitative and problem-solving skills.
Strong organization, time management and follow-up skills.
Excellent verbal and written communication skills, with the ability to interact and effectively communicate with both technical and non-technical professionals.
Ability to build strong internal relationships and work in a collaborative environment.
Preferred Qualifications
Bachelor’s degree in mathematics, statistics or comparable areas.
Salesforce Administrator 201; Platform Builder 1 & 2.
Business Analyst experience within financial services industry.
Analytical programming knowledge (SQL, Python, R).
Ameriprise Financial
Minneapolis, MN
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services primarily to retail clients through its advisors. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third party financial institutions and institutional sales force. Its products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property funds.
The Annuities segment provides variable and fixed annuity products to individual clients through affiliated and unaffiliated advisors, and financial institutions. The Protection segment offers various products to address the protection and risk management needs of retail clients, including life, disability income, and property casualty insurance through advisors and affinity relationships.
The Corporate & Other segment consist of long term care business, net investment income or loss on corporate level assets. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.
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IndustryBanking/Financial Services
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No. of Employees14, 000
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Website
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Jobs Posted75
