Business Analyst - CRM at Insignia Financial

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Feb, 26

Salary

0.0

Posted On

17 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, CRM Systems, Data Structures, Agile Methodologies, Microsoft Dynamics, Salesforce, Data Analysis, Stakeholder Engagement, Problem Solving, Requirements Gathering, Continuous Improvement, Documentation, Solution Design, Change Management, Governance Standards

Industry

Financial Services

Description

Be part of a high-impact CRM uplift that spans across the enterprise Work with a collaborative team where your analysis drives real business outcomes Play a key role in shaping how CRM supports our business and our clients The opportunity to join our team We’re looking for an experienced Business Analyst with strong CRM domain knowledge to join our Client Channels Technology team. Reporting to the Delivery Lead – CRM, you’ll help translate complex business needs into CRM requirements that support transformation across the enterprise. This role starts with a focus on our Advice division and will expand to support other areas of the business including asset management, operations, and wrap. You’ll work closely with stakeholders to understand business problems and turn them into structured CRM solutions. Your work will help define how data flows, how user journeys are supported, and how CRM can deliver value across the organisation.You’ll bring structure and clarity to business analysis across CRM initiatives, with responsibilities including: Applying business analysis discipline to understand problems and define CRM requirements Leading discovery and documentation of functional and user story requirements Collaborating with stakeholders to understand data sources, user journeys, and enterprise-wide CRM needs Facilitating Agile ceremonies, managing backlogs, and supporting solution design Conducting data analysis to inform CRM structure and ensure alignment with business goals Supporting business readiness and change management across divisions Ensuring compliance with delivery governance and risk management standards What You Bring to This Role To succeed in this role, you’ll need a strong foundation in business analysis and a deep understanding of CRM systems and data: Deep business analysis experience, ideally in Agile environments Strong experience with CRM platforms such as Microsoft Dynamics or Salesforce Solid understanding of data structures and how they support CRM functionality Experience working on large-scale transformation programs Proficiency with tools like Visio (BPMN), MIRO, Jira, and Confluence Excellent stakeholder engagement, communication, and problem-solving skills A structured and logical approach to requirements gathering and analysis A proactive mindset and a focus on continuous improvement Find the better way What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives. If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”. People-inspired tech Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever. __ To Apply Read more here about why you should join our team. Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. Please note that applications from agencies will not be considered at this time. We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Responsibilities

The Business Analyst will translate complex business needs into CRM requirements and support transformation across the enterprise. This includes leading the discovery and documentation of functional and user story requirements while collaborating with stakeholders.