Lead Salesforce Retail CRM analysis at ATB, connecting business needs with technical delivery through functional documentation and backlog prioritization.
As a Senior Functional Analyst, you will bridge business operations, Business Improvement Partners, and technical development. You will maximize value from Salesforce through Sales Cloud, Service Cloud, and Financial Services Cloud expertise. The role operates in Scrum with structured milestone commitments, enhancement intake, and transformational roadmaps.
Key Responsibilities:

Capture business needs and create functional specifications
Manage enhancement backlogs and prioritize delivery stories
Triage platform incidents, support requests, and defects
Collaborate on UAT strategies and release validation
Define Salesforce fields, workflows, and integration touchpoints
Requirements:

Five or more years working with Salesforce functionally
Direct Financial Services Cloud experience
Proven agile or Scrum delivery experience
Strong documentation of business logic and workflows
Experience prioritizing backlogs and triaging defects
Apply Salesforce functional analysis, CRM expertise, and backlog leadership to support ATB’s retail platform evolution.

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Senior Salesforce Retail CRM Analyst