Business Systems Specialist, Salesforce

Employment Type

: Full-Time


: Information Technology

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Company Overview

About TD Bank, America's Most Convenient Bank

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth , and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol \"TD\". To learn more, visit .

Job Description

About This Role

We are looking for someone to plan, manage, and lead the delivery of detailed system requirements and technical and functional specifications that align to standards and frameworks. You will provide technical leadership and work in close partnership with ambitious business and technology partners, project teams and stakeholders to plan, elicit, analyze, document, communicate and lead detailed functional specifications.
As a Salesforce Business Systems Specialist, you will be part of a team responsible for enabling/building foundational capabilities on Salesforce from scratch. You will work with key users from different business groups to understand current business processes and identifying areas that have opportunity to be improved and/or streamlined, and designing CRM solutions that meet the business need and are in line with industry best practices.

Meaningful work is fueled by meaningful performance and career development conversations with your manager. Here are the essential job functions of this position:

Uncover current state pain points and work with their delivery team to design a future state solution and decompose into user stories.
Provide guidance and recommendations as well as sharing best practices across business environments and industries.
Contribute new products, workflows and ideas to influence the industry
Serve as a trusted advisor to the client and as a Subject Matter Expert (SME) to the internal and external customers.
Liaison and establish mutually beneficial relationships with product owners
Identify risks that threaten project success and recommend work-arounds
Get creative designing, prototyping and building Salesforce systems
Build a clear requirements development strategy for each customer engagement
Communicate Salesforce s capabilities and limitations to internal partners
Identify and inventory customer process pain points and gaps in standard methodologies
Perform rapid analysis and decomposition of complex business information into functional requirements
Perform business process modelling, user experience modeling and basic technical architecture diagramming
Interpret technical and business strategy roadmaps and apply a detailed technical solution
Synthesize technical and business information and present implementation needs and options confidently
Regularly support the onboarding and mentoring of team members
Engage in strategy projects and support Business Architects and/or Strategy Consultants with Salesforce and business process best practices
Work in Agile Scrum cycle, groom user stories for the development work, participate to planning, and deliver products within the Scrum team.


What can you bring to TD? Share your credentials, but your relevant experience and knowledge can be just as likely to get our attention. Here are the minimum requirements for this position:

Undergraduate Degree or Technical Certificate
Graduate Degree preferred.
7+ years relevant experience.
Commitment to applying expert knowledge of business technology delivery practices and standards and related expertise, including design, development, testing and project management.
Advanced knowledge of system analysis process and techniques, as well as system components, functionality, interfaces, data flows and business rules.
Ability to work independently as the senior or lead system analyst and coach or guide team.
Experience and comfort level acting as a subject matter expert and consultant, as well as contributor to potential project assessments.
Must be eligible for employment under regulatory standards applicable to the position.


Preferred Qualifications - Here are the preferred qualifications for this role:
Requirement gathering experience
Experience with CRM implementations (Salesforce preferred) with exposure to a minimum of one Salesforce implementation.
Strong communication skills, both written and verbal. Able to effectively develop materials that are appropriate for the audience and evangelize best practices.
Strong presentation skills. Able to effectively present and defend point of view to a variety of audiences.
Ability to work independently and be a self-starter
Experience within the Financial Services industry
Good understanding of key CRM business architecture
At least one certification in Salesforce
Scrum Master experience is preferred
Knowledge of Salesforce Community Cloud, Financial Services Cloud and Einstein Analytics is preferred.




At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Brand: TD Bank AMCB
Job ID: 257982BR
Employment Type: Full Time
Job Area: Technology Solutions
Function: Computers General
Industry: Environmental Engineering

Associated topics: business, business analysis, business analyst, business systems, client, consult, crm, marketing, sap, support analyst

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