Lead Application Analyst, CRM

3 months ago

Toronto, Canada EQ Bank | Equitable Bank Full time
Purpose of Job:

Equitable has transformed into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Lead Application Analyst is an exciting new role at Equitable, which is accountable for the delivery of CRM solutions. The Lead Application Analyst will work and lead the development of Dynamics 365 CRM solutions for Business units across Equitable.

The Lead Application Analyst will work closely with business units, Delivery Leads, Product Owners and Project Managers to complete conceptual strategy engagements that will produce comprehensive business and technology options to address the proposed initiative. The incumbent will lead technical requirements analysis for ongoing projects and work with the delivery teams as well as application support team to ensure the approach to delivery will introduce no additional risk to projects. The Lead Application Analyst will be involved in all deliveries from strategic and regulatory level initiatives to maintenance and support ensuring that all changes being introduced will address the immediate business needs and ensure that other inflight initiatives are not impacted. The Lead Application Analyst will be a core member within a cross-functional Pod and will work with stakeholders across Product Management, Operations, Fraud, AML and multiple Technology teams and suppliers.

Primary Responsibilities

  • Provide technical support for workshops to document customer / user needs, process / system flows, and end to end requirements as detailed user stories.
  • Lead cross-functional Pod and external supplier support, design and implement Dynamics 365 CRM applications and solutions (Power Automate, Power Apps, Power BI, Dynamics 365, and SharePoint Online)
  • Document and present the high-level technical architecture and components of the business solution that meets business objectives and requirements identified by sponsors.
  • Design, implement and maintain key components of the solutions that leverages various Dynamics 365 services. Support cross-functional Pod to create acceptance criteria and testing artefacts, and story point estimation (where applicable)
  • Ensure that any new software integration into the systems meets functional requirements, system compliance, and interface specifications
  • Perform code review and enforces good coding practices
  • Coach and mentor development team by providing them support, leadership and sharing experiences
  • Lead technical meetings, facilitate discussions with business and technical stakeholders
  • Support ad hoc business and technical analysis requests to support main activities as required, such as API data maps
  • Support daily stand-ups and project velocity reporting as required (ex: pace of writing & approving detailed user stories)
  • Work with Quality Assurance team by providing input into the test strategy, test scenarios, test data requirements and supporting user validation
  • Communicate changes to the requirements effectively and on a timely basis to delivery leads, project managers and other necessary stakeholders

Knowledge/Skill Requirements

  • The Lead Application Analyst position requires the following knowledge and skill requirements:
  • 5 or more years of experience in delivering technology projects in a Lead Application Analyst capacity or related role participating on full lifecycle project implementations
  • Experience working in a highly collaborative and customer-centric environment
  • Experience building CRM solutions
  • Experience with various Dynamics 365 services and APIs
  • Hands-on experience with Microsoft Dynamics 365 (Sales, Marketing, Finance and Customer Service) developing workflows, process flows, actions and views, customizations, defining users and permissions, configuration and writing scripts
  • Data migration expeirence (KingswaySoft, automation with Azure Date Factory)
  • Experience implementing complex Dynamics Security model and best practices
  • Knowledge of .NET, C#, CSS, JavaScript and/ or JQuery for coding, JSON
  • Ability to write plugins and custom workflows

Job Complexities / Thinking Challenges:

  • The Lead Application Analyst will be required to conceptualize and think tactically within a technically complex environment, often relying on experiences to navigate ambiguous and high-level requests. The incumbent will be required to provide business and system expertise to the delivery teams in order to identify, analyze, build and test technology solutions. Together with Delivery Leads and Technology service teams, the Lead Application Analyst will create the target state architectures and implementation plans.

  • Lead Application Analyst, CRM

    3 months ago

    Toronto, ON, Canada EQ Bank | Equitable Bank Full time

    Purpose of Job: Equitable has transformed into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Lead Application Analyst is an exciting new role at Equitable, which is accountable for the delivery of CRM solutions. The Lead Application Analyst will...

  • Lead Application Analyst, Crm

    7 days ago

    Toronto, ON, Canada EQ Bank | Equitable Bank Full time

    Purpose of Job: Equitable has transformed into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Lead Application Analyst is an exciting new role at Equitable, which is accountable for the delivery of CRM solutions. The Lead Application Analyst will...

  • Lead Application Analyst, CRM

    3 months ago

    Toronto, Ontario, Ontario, Canada EQ Bank | Equitable Bank Full time

    Purpose of Job:Equitable has transformed into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Lead Application Analyst is an exciting new role at Equitable, which is accountable for the delivery of CRM solutions. The Lead Application Analyst will work...

  • Senior Application Analyst, CRM

    3 months ago

    Toronto, Canada EQ Bank | Equitable Bank Full time

    Purpose of JobEquitable is transforming into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Senior CRM Application Analyst is an exciting role at Equitable, which is accountable for the build and delivery of CRM solutions. This person will be...

  • Senior Application Analyst, CRM

    3 months ago

    Toronto, Canada EQ Bank | Equitable Bank Full time

    Purpose of JobEquitable is transforming into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Senior CRM Application Analyst is an exciting role at Equitable, which is accountable for the build and delivery of CRM solutions. This person will be...

  • Senior Application Analyst, Crm

    7 days ago

    Toronto, ON, Canada EQ Bank | Equitable Bank Full time

    Purpose of Job Equitable is transforming into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Senior CRM Application Analyst is an exciting role at Equitable, which is accountable for the build and delivery of CRM solutions. This person will be...

  • Senior Application Analyst, Crm

    7 days ago

    Toronto, ON, Canada EQ Bank | Equitable Bank Full time

    Purpose of Job Equitable is transforming into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Senior CRM Application Analyst is an exciting role at Equitable, which is accountable for the build and delivery of CRM solutions. This person will be...

  • Senior Application Analyst, CRM

    3 months ago

    Toronto, Ontario, Ontario, Canada EQ Bank | Equitable Bank Full time

    Purpose of JobEquitable is transforming into a hybrid-agile delivery methodology with cross-functional Pods dedicated to launching new products, features, and ongoing business value for portfolios. The Senior CRM Application Analyst is an exciting role at Equitable, which is accountable for the build and delivery of CRM solutions. This person will be...

  • CRM User Support Analyst

    6 months ago

    Toronto, Canada CB Canada Full time

    CRM User Support Analyst On behalf of our client in the Banking Sector, PROCOM is looking for a CRM User Support Analyst. CRM User Support Analyst – Job Description Direct Support of Users in the Use of CRM Applications Communicating with Users across capital markets with various stakeholders Responds to requests for assistance in the use of the...

  • Dynamic CRM Solutions Lead

    4 weeks ago

    Toronto, Ontario, Canada Disability Solutions Full time

    Are you a skilled professional looking for a challenging role at Disability Solutions? We are seeking an experienced Dynamic CRM Solutions Lead to join our team. As a key member of our organization, you will be responsible for delivering high-quality CRM solutions that meet the needs of our business units.About UsDisability Solutions is a leading provider of...

  • CRM Support Specialist

    2 months ago

    Toronto, Ontario, Canada CB Canada Full time

    CRM User Support AnalystAt CB Canada, we are seeking a skilled CRM User Support Analyst to join our team. As a CRM User Support Analyst, you will be responsible for providing direct support to users in the use of CRM applications, communicating with users across capital markets, and responding to requests for assistance via email or phone.Key...

  • CRM Functional Lead

    6 months ago

    Toronto, Canada Aecon Group Full time

    **Come Build Your Career at Aecon!** As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to...

  • Back End Developer

    2 weeks ago

    Toronto, Canada JAM CRM Full time

    About usWe are JAM CRM, an award-winning, game-changing, forward-thinking, CRM agency tucked away in trendy Liberty Village. We’re looking for a Back End Developer to join our team of over 150 1:1 communication experts who are dedicated to creating incredible work, making our client’s proud, and smashing personal and professional goals along the way....

  • Client Support Specialist for CRM Systems

    3 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    CRM User Support Analyst**Job Summary:**We are seeking a highly skilled CRM User Support Analyst to join our team at CB Canada. As a CRM User Support Analyst, you will play a critical role in providing top-notch support to our users, ensuring their seamless experience with our CRM applications.**Key Responsibilities:** Direct support of users in the use of...

  • Dynamic CRM Solutions Lead

    4 days ago

    Toronto, Canada EQ Bank | Equitable Bank Full time

    At EQ Bank | Equitable Bank, we are seeking a highly skilled Dynamic CRM Solutions Lead to join our team.Job OverviewThis is an exciting opportunity to work on delivering cutting-edge CRM solutions that drive business growth and customer satisfaction.The successful candidate will be responsible for leading cross-functional teams in the design,...

  • Back End Developer

    2 weeks ago

    Toronto, Canada JAM CRM Full time

    About usWe are JAM CRM, an award-winning, game-changing, forward-thinking, CRM agency tucked away in trendy Liberty Village. We’re looking for a Back End Developer to join our team of over 150 1:1 communication experts who are dedicated to creating incredible work, making our client’s proud, and smashing personal and professional goals along the way....

  • Back End Developer

    2 weeks ago

    Toronto, Canada JAM CRM Full time

    About usWe are JAM CRM, an award-winning, game-changing, forward-thinking, CRM agency tucked away in trendy Liberty Village. We’re looking for a Back End Developer to join our team of over 150 1:1 communication experts who are dedicated to creating incredible work, making our client’s proud, and smashing personal and professional goals along the way....

  • Back End Developer

    2 weeks ago

    Toronto, Canada JAM CRM Full time

    About us We are JAM CRM, an award-winning, game-changing, forward-thinking, CRM agency tucked away in trendy Liberty Village. We’re looking for a Back End Developer to join our team of over 150 1:1 communication experts who are dedicated to creating incredible work, making our client’s proud, and smashing personal and professional goals along the way....

  • Lead CRM Solutions Architect

    7 days ago

    Toronto, Canada Equitable Bank Full time

    Job SummaryWe are seeking an experienced Lead CRM Solutions Architect to join our team at Equitable Bank. In this role, you will be responsible for delivering Dynamics 365 CRM solutions for various business units across the bank.As a Lead CRM Solutions Architect, you will work closely with business stakeholders, Delivery Leads, Product Owners, and Project...

  • Full Stack Software Engineer

    2 weeks ago

    Toronto, Ontario, Canada JAM CRM Full time

    About JAM CRMWe are an award-winning CRM agency based in Liberty Village, Canada.Our team of over 150 communication experts is dedicated to delivering exceptional work and exceeding client expectations.We value creativity, outstanding culture, and cutting-edge technology, making us a leader in the industry.Job OverviewWe are seeking a highly skilled Full...