Company: CGL
Department: GO Client Experience
Employment Type: Temporary Full-Time (12 months)
Work Model: Hybrid (2 days in office)
Language: This role operates in English.
The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
As a Business Analyst within the Salesforce CRM Product team, you will work closely with the Product Owner and stakeholders across the organization to define, analyze, and deliver enhancements that maximize the value of Salesforce CRM. You will play a key role in translating business needs into scalable solutions, improving user experiences, supporting operational excellence, and ensuring CRM capabilities align with business objectives.
How you will create impact:- Collaborate with partners across Business, Operations, Data and Technology teams for effective prioritization, gather requirements and support the delivery of Salesforce CRM enhancements.
- Facilitate workshops, discovery sessions, and stakeholder discussions to identify business needs, document requirements, analyze impacts, and recommend scalable solutions that address operational and user experience challenges.
- Build strong relationships across business and technology teams, proactively identifying risks, dependencies, and opportunities that support the ongoing evolution of Salesforce CRM as a strategic enterprise platform.
- Analyze business processes, user feedback, and data to identify opportunities for continuous improvement, increased efficiency, stronger controls, and improved user experiences.
- Minimum three years of related business experience.
- Minimum two years’ experience in a Business Analyst role (including requirements elicitation, stakeholder facilitation, process analysis, and solution delivery).
- Demonstrated ability to facilitate discussions across business and technology teams and build consensus among stakeholders with diverse perspectives.
- Strong Business knowledge and comprehension of applications, procedures, and workflows.
- Experience supporting CRM platforms, preferably Salesforce.
- Insurance or financial services experience is considered an asset.
- CBAP, CCBA, Salesforce Business Analyst Certification, Salesforce Administrator Certification, or related certifications are considered assets.
- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support our peers.
- You are highly organized and detail-oriented, ensuring requirements, documentation, testing, and deliverables are completed with accuracy and quality.
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
- Training and development opportunities to grow your career.
- Flexible work options to support personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Volunteer opportunities to give back to your community.
Expected salary range $60,574.00 to $100,956.00
The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.
Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.
Skills Required
- Minimum three years of related business experience
- Minimum two years of experience in a Business Analyst role
- Experience with requirements elicitation, stakeholder facilitation, process analysis, and solution delivery
- Ability to facilitate discussions across business and technology teams and build stakeholder consensus
- Strong business knowledge and understanding of applications, procedures, and workflows
- Experience supporting CRM platforms, preferably Salesforce
- Insurance or financial services experience
- CBAP, CCBA, Salesforce Business Analyst, Salesforce Administrator, or related certification
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What We Do
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first. Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
