Lead Application Analyst, CRM

2 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 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.

  • Senior Application Analyst, CRM

    2 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...

  • Lead Application Analyst, CRM Solutions

    4 weeks ago

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

    Job Title: Lead Application Analyst, CRM SolutionsAt EQ Bank | Equitable Bank, we are seeking a highly skilled Lead Application Analyst to join our team. As a key member of our CRM Solutions team, you will be responsible for delivering high-quality CRM solutions using Dynamics 365.Key Responsibilities:Provide technical leadership and support for workshops to...

  • Lead Application Analyst, CRM Solutions

    4 weeks ago

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

    Job Title: Lead Application Analyst, CRM SolutionsAt EQ Bank | Equitable Bank, we are seeking a highly skilled Lead Application Analyst to join our team. As a key member of our CRM Solutions team, you will be responsible for delivering high-quality CRM solutions using Dynamics 365.Key Responsibilities:Provide technical leadership and support for workshops to...

  • Lead Application Analyst, CRM

    4 weeks ago

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

    Purpose of Job:At EQ Bank | Equitable Bank, we're transforming our delivery methodology to a hybrid-agile approach, with cross-functional Pods focused on launching new products, features, and ongoing business value for our portfolios. As a key member of our team, the Lead Application Analyst will play a crucial role in driving this transformation.Key...

  • Lead Application Analyst, CRM

    4 weeks ago

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

    Purpose of Job:At EQ Bank | Equitable Bank, we're transforming our delivery methodology to a hybrid-agile approach, with cross-functional Pods focused on launching new products, features, and ongoing business value for our portfolios. As a key member of our team, the Lead Application Analyst will play a crucial role in driving this transformation.Key...

  • Senior CRM Application Analyst

    4 weeks ago

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

    Job Title: Senior CRM Application AnalystAt EQ Bank | Equitable Bank, we are seeking a highly skilled Senior CRM Application Analyst to join our team. As a key member of our delivery team, you will be responsible for designing, implementing, and maintaining CRM solutions using Microsoft Dynamics 365.Key Responsibilities:Collaborate with cross-functional...

  • Senior CRM Application Analyst

    4 weeks ago

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

    Job Title: Senior CRM Application AnalystAt EQ Bank | Equitable Bank, we are seeking a highly skilled Senior CRM Application Analyst to join our team. As a key member of our delivery team, you will be responsible for designing, implementing, and maintaining CRM solutions using Microsoft Dynamics 365.Key Responsibilities:Collaborate with cross-functional...

  • CRM QA Analyst

    1 month ago

    Greater Toronto Area, Canada, Ontario 24 Seven Talent Full time

    Client OverviewOur client is a leading digital agency specializing in creating innovative and customized marketing solutions for businesses across a wide array of industries. CRM QA Analyst OverviewThe CRM QA Analyst will be responsible for ensuring the stability, functionality, and accuracy of the CRM systems by developing and executing test strategies,...

  • CRM Functional Analyst

    1 month ago

    Toronto, Ontario, Canada Startech Full time

    Job Title: CRM Functional AnalystJob Description: At Startech, we are seeking a skilled CRM Functional Analyst to join our Customer Insights & Analytics team, transforming enterprise-wide information systems with Microsoft D365 CRM.Key ResponsibilitiesBusiness Requirement Elicitation:Elicit and define business requirements related to Enterprise Systems using...

  • CRM Functional Analyst

    1 month ago

    Toronto, Ontario, Canada Startech Full time

    Job Title: CRM Functional AnalystJob Description: At Startech, we are seeking a skilled CRM Functional Analyst to join our Customer Insights & Analytics team, transforming enterprise-wide information systems with Microsoft D365 CRM.Key ResponsibilitiesBusiness Requirement Elicitation:Elicit and define business requirements related to Enterprise Systems using...

  • CRM Business Analyst

    2 weeks ago

    Toronto, Ontario, Canada Startech Full time

    Job Title: CRM Functional AnalystWe are seeking a highly skilled CRM Functional Analyst to join our Customer Insights & Analytics team at StarTech.com. As a key member of our team, you will play a pivotal role in transforming our enterprise-wide information systems with Microsoft D365 CRM.Key Responsibilities:Elicit and define business requirements for...

  • CRM Functional Analyst

    1 month ago

    Toronto, Ontario, Canada Startech Full time

    Job SummaryWe are seeking a highly skilled CRM Functional Analyst to join our Customer Insights & Analytics team at Startech. As a key member of our team, you will play a pivotal role in transforming our enterprise-wide information systems with Microsoft D365 CRM.Key ResponsibilitiesElicit and define business requirements as related to Enterprise Systems...

  • CRM Functional Analyst

    1 month ago

    Toronto, Ontario, Canada Startech Full time

    Job SummaryWe are seeking a highly skilled CRM Functional Analyst to join our Customer Insights & Analytics team at Startech. As a key member of our team, you will play a pivotal role in transforming our enterprise-wide information systems with Microsoft D365 CRM.Key ResponsibilitiesElicit and define business requirements as related to Enterprise Systems...

  • CRM Systems Analyst

    2 months ago

    Toronto, Ontario, Canada Startech Full time

    Job Category: Customer Insights & Analytics Requisition Number: CRMFU001978 Locations Hybrid/London, On Startech is seeking a CRM Systems Analyst to enhance our Customer Insights & Analytics division, reporting directly to the CRM Solutions Architect. In this essential role, you will be instrumental in revolutionizing our enterprise-wide information...

  • CRM Systems Analyst

    2 months ago

    Toronto, Ontario, Canada Startech Full time

    Job Category: Customer Insights & Analytics Requisition Number: CRMFU001978 Locations Hybrid/London, On Startech is seeking a CRM Systems Analyst to enhance our Customer Insights & Analytics division, reporting directly to the CRM Solutions Architect. In this essential role, you will be instrumental in revolutionizing our enterprise-wide information...

  • Business Analyst

    3 weeks ago

    Toronto, Ontario, Canada Randstad Full time

    Business Analyst OpportunityWe are pleased to offer a new contract opportunity for a Business Analyst to join our team.Key Responsibilities:Interfacing directly with clients to analyze business needsWorking with a leading employer in the local marketHybrid role with 3 days in office and 2 days remoteWhat You Will Gain:Opportunity to work with a reputable...

  • Business Analyst

    3 weeks ago

    Toronto, Ontario, Canada Randstad Full time

    Business Analyst OpportunityWe are pleased to offer a new contract opportunity for a Business Analyst to join our team.Key Responsibilities:Interfacing directly with clients to analyze business needsWorking with a leading employer in the local marketHybrid role with 3 days in office and 2 days remoteWhat You Will Gain:Opportunity to work with a reputable...

  • Business Systems Analyst

    1 month ago

    Toronto, Ontario, Canada Randstad Full time

    Business Analyst OpportunityWe are pleased to offer a new contract opportunity for a Business Analyst to join our team.Key Responsibilities:Interfacing directly with clients to analyze business needsWorking with a leading employer in the local marketHybrid role with 3 days in office and 2 days remoteWhat You Will Gain:Opportunity to work with a reputable...

  • Business Systems Analyst

    1 month ago

    Toronto, Ontario, Canada Randstad Full time

    Business Analyst OpportunityWe are pleased to offer a new contract opportunity for a Business Analyst to join our team.Key Responsibilities:Interfacing directly with clients to analyze business needsWorking with a leading employer in the local marketHybrid role with 3 days in office and 2 days remoteWhat You Will Gain:Opportunity to work with a reputable...

  • Security & Compliance Specialist

    4 weeks ago

    Toronto, Ontario, Ontario, 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 Security & Compliance Specialist 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...