Map current-state and target-state business processes using industry-standard notation (swimlane diagrams, flowcharts)

Identify automation opportunities, bottlenecks, and manual touchpoints that create operational toil

Recommend Salesforce configuration and customization approaches based on Financial Services Cloud best practices

Conduct process walkthroughs with advisors and operations teams to validate proposed solutions

Partner with development teams to evaluate custom code vs. standard configuration trade-offs

Support continuous improvement initiatives by gathering feedback post-launch and recommending enhancements

Document standard operating procedures (SOPs) and process runbooks for knowledge transfer Develop comprehensive training materials including user guides, quick reference cards, video tutorials, and FAQs tailored to different user personas (advisors,



operations staff, managers)

Conduct train-the-trainer sessions with power users and internal champions to scale adoption

Facilitate role-based user training sessions (in-person, virtual, and self-paced options)

Create and maintain adoption dashboards tracking training completion, system usage metrics, and user satisfaction

Support knowledge transfer and change management initiatives, addressing user concerns and driving organizational buy-in

Perform post-launch support during stabilization period, providing real-time assistance and escalating complex issues

Gather user feedback and recommend iterative improvements based on adoption patterns and pain points

📌 Business Analyst (Toronto)
🏢 VySystems
📍 Toronto