Technical Business Analyst focused on Wealth Management systems, bridging business and technology needs. Collaborating with stakeholders to deliver quality financial products and services.
About the role
- Sales Business Analyst focused on enhancing Salesforce and related sales tools for Telesat. Support sales processes, system enhancements, and cross-functional collaboration across global teams.
Responsibilities
- Own and manage the Sales technology ecosystem, including Salesforce, Altify, and CPQ platforms.
- Map end-to-end sales processes, ensuring alignment with system workflows and operational handoffs.
- Ensure the sales process and methodology are fully enabled and consistently supported across all tools.
- Serve as the primary point of contact for defining business requirements for new features, enhancements, and system improvements.
- Partner with business stakeholders to gather, clarify, and prioritize process and system requirements.
- Translate business needs into clear documentation, user stories, and implementation packages for the IT team.
- Review and validate solutions delivered by IT to ensure they meet defined requirements and business expectations.
- Ensure sales tools work together seamlessly through reliable integrations, APIs, and data workflows.
- Identify system gaps, inefficiencies, and handoff issues, and partner with IT to implement practical solutions.
- Maintain visibility into system dependencies and support roadmap planning to improve end-to-end sales execution.
- Identify opportunities to simplify processes, reduce friction, and improve user experience across sales tools.
- Maintain system documentation, process guidelines, and governance standards.
- Drive consistency and scalability in the use of the Sales technology stack across global teams.
Requirements
- Deep expertise in Salesforce architecture, data models, workflows, and system capabilities.
- Strong understanding of complex sales methodologies tools (account planning, opportunity planning, methodology alignment) - preferred
- Strong understanding of CPQ tools and BSS systems
- Strong experience with integrations, APIs, and data flow modeling across multiple systems.
- Proven experience in mapping and documenting end-to-end processes in complex sales environments.
- Significant experience partnering with IT teams to deliver system enhancements.
- Experience in enterprise B2B environments.
- Ability to translate business processes into detailed, implementable technical requirements.
- Strong problem-solving and architectural thinking skills.
- Excellent communication skills, with the ability to work cross-functionally across technical and commercial teams.
Benefits
- health insurance
- flexible work arrangements
- professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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