IT Business Analyst – Wealth Management
WINGS ICT Solutions
Job Level
Mid-LevelSenior
Tech Stack
CloudPMPUnity
About the role
- Lead requirements gathering and project planning for internal business applications including Salesforce, NetSuite, Gainsight, Cloud Coach.
- Define project objectives, deliverables, timelines, and success criteria.
- Coordinate with technical teams, project managers, and subject matter experts to ensure smooth project implementation.
- Act as main point of contact for internal stakeholders including business users, department heads, and executives.
- Translate stakeholder requirements into ticketed, workable items and manage tickets in tools like Jira.
- Communicate project progress, risks, and changes effectively.
- Collaborate with IT to implement, configure, and customize Salesforce, NetSuite, Gainsight, Cloud Coach, and other applications.
- Coordinate system upgrades, patches, and enhancements.
- Ensure solutions align with business processes and user needs through QA, testing, and UAT.
- Develop change management strategies, create documentation and training materials, and conduct user training sessions.
- Provide ongoing user support and address user queries.
- Develop and maintain project documentation including project plans and status reports.
- Monitor project performance against key metrics and seek opportunities to optimize processes and system functionality.
- Stay informed about industry trends and best practices related to business applications.
Requirements
- Bachelor’s degree in a relevant field (e.g., Computer Science, Business Administration).
- Project management certification (e.g., PMP, PRINCE2) an asset.
- Minimum 3-5 years of experience in project management, specifically related to internal business applications.
- Experience in managing projects involving Salesforce, NetSuite, Gainsight, Cloud Coach, or similar platforms.
- Strong, clear written and verbal communication, negotiation, and problem-solving skills.
- Proactively collaborate across departments and with external partners.
- Change management expertise and experience driving user adoption.
- Familiarity with agile methodologies is a plus.
- Fluent with project management tools, including Jira.
- Ability to "think like a user" that informs your work throughout a project from initial requirements to change management
