The Senior Systems & Process Improvement Manager will implement technology and process improvements, manage the Salesforce system, document requirements, and mentor staff.
A BIT ABOUT US
Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.
But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.
The Senior Systems & Process Improvement Manager will have significant involvement and responsibility for driving change across the Class business through the implementation of improved technology and business processes solutions.
Salesforce plays a central part in our business operations, with this position owning our Salesforce instance, working with internal stakeholders to define requirements and continually adapt and improve this system as our business changes.
A critical part of this role is understanding the overall business operational system environment and how systems and processes integrate. You will be responsible for assisting in defining requirements and solutions to support new products, billing methods and acquisitions in Salesforce.
Key Responsibilities:
- Responsible for the Class Salesforce instance working with internal stakeholders to understand and document requirements, manage the development and testing of changes, and roll out changes to internal stakeholders
- Provide business process mapping expertise, analysis and support
- Pro-actively build and maintain positive relationships with key stakeholders to facilitate a partnership approach
- Develop and manage a backlog of Salesforce improvement initiatives
- Develop and manage a portfolio of improvement opportunities including quick wins and medium-term projects
- Provide mentoring and coaching to two (2) direct reports
- Actively participate in project teams to assist with process, system and tools selection, document requirements and test changes to systems and processes.
Key Requirements:
- Tertiary qualifications in business analysis, process improvement, or related appropriate discipline
- 10+ years’ experience in a business analysis and/or process improvement related role
- Experience working with internal operational processes and systems
- Highly developed analytical and evaluation skills
- Highly effective business partnering and customer servicing skills
- Previous experience with Salesforce or other CRM system
- Strong knowledge of process mapping techniques and procedure documentation
- Experience analysing complex data and data sets
- Highly effective interpersonal and communication skills, both written and verbal.
THE CLASS STORY
At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.
Benefits and Life at HUB24 Learn more about our employee benefits HERE.
Check out why our people love working at HUB24!
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!
The Recruitment Process:
- Acknowledgement email once your application has been submitted.
- Our Talent team will start reviewing your application, if unsuccessful you will be notified.
- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch.
- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews.
- Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you.
Top Skills
Salesforce
HUB24 Limited Sydney, New South Wales, AUS Office
Level 2, 7 Macquarie Place, Sydney, NSW, Australia, 2000
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