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We're looking for a Business Analyst to work within Schroders' CRM Centre of Excellence. In this role you will undertake analysis and provide implementation support for business and technical change within the global Distribution division.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.
Schroders set up a CRM Centre of Excellence in 2017, to support and drive CRM and Sales Effectiveness across the firm, as defined by the Target Operating Model for Schroders' CRM ecosystem.
The CRM CoE is lead by a Head of CRM, with Regional Managers and local/regional CRM Business Analysts supporting regional requirements and driving global co-ordination.
The London based CRM Team are responsible for supporting US and LATAM Distribution teams as well as EMEA.
What you'll do
Evaluate, define and map local CRM business processes * Understand the impact of Salesforce releases and work on an associated communications strategy * Manage the regional super user community including regular updates and coordination of activities and training * Support the Global Head of CRM and Regional Manager in engaging stakeholders to build confidence and re-energise the CRM user community * Build user confidence in the new processes and systems through one-to-one communication and/or user training, development of quick user guides, etc. * Develop Salesforce reports for business users or centre of excellence * Identify and implement activities to support adoption and reinforcement
Working within an enterprise agile change framework, we work with a team of developers and technical Business Analysts to:
Interpret business requirements to produce analysis for the Regional and Global Sales, Client Service and Marketing teams
Provide business analysis support to ensure effective delivery (as measured by time, cost and quality) of the allocated Sprint items: o Impact assessment of changes o Analysis and documentation of requirements as user stories o Identification and analysis of solutions o Design and management of the implementation of process and organisational changes
Work with CRM technology team to write business specifications (user stories) for CRM processes
Build and maintain effective working relationships with CRM technology and production support teams
Support global co-ordination of function and business requirements
Actively seek to drive globally effective processes to support efficient and effective working across Distribution and the firm
Deliver training to the regional users on new and existing CRM processes and functionality
The knowledge, experience and qualifications you need
Good working knowledge of Salesforce (demonstrable through trailhead/certification/badges) or similar CRM system
Excellent communication skills; able to support & drive change effectively across a range of stakeholder groups as various levels of the organisation
Excellent attention to detail; consistency across written materials and CRM reporting is key
Experience and knowledge of Salesforce Sales Cloud and related apps
Ability to prioritise and manage multiple pieces of work at the same time in an often fast-paced environment
The knowledge, experience and qualifications that will help
Knowledge of Agile project management framework preferred
What you'll be like
Positive attitude capable of remaining positive when under pressure
Ability to work as part of a team in a multi-discipline environment and in a matrix organisation
Ability to work with minimal supervision in a very dynamic and timeline sensitive work environment
Natural problem solver
We're looking for the best, whoever they are
Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.