CRM Delivery Analyst

First Horizon-posted 3 months ago
Full-time • Mid Level
New Orleans, LA
1,001-5,000 employees
Credit Intermediation and Related Activities
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The CRM Delivery Analyst is a member of the Marketing and CX organization, reporting to the VP, Director of CRM Enablement. Work alongside the Lead Product Manager to help define the product vision, roadmap, and key growth opportunities. Provide front line support to educate stakeholders, gather requirements and translate them into clear, actionable tasks. Support Agile teams in sprint planning, backlog refinement, and product delivery while helping to ensure that products are delivered on time, on scope, and aligned with our strategic goals.

  • Translate business requirements into user stories for the development team and oversee the development and implementation of new features.
  • Ability to demonstrate functional delivery to business proponents.
  • Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
  • Coordinate and provide training to users on new features and functionalities within Salesforce.
  • Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.
  • Oversee the creation of reports and dashboards within Salesforce to monitor platform performance and business metrics.
  • Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.
  • Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience.
  • Minimum 3 years of demonstrated experience.
  • Banking / financial services experience strongly preferred.
  • Salesforce.com - Salesforce CRM (Sales / Service Clouds, Marketing Cloud) - certified Admin and/or Product Owner preferred.
  • Data Platforms: Salesforce Data Cloud, D&B Hoovers, RevUp ABX.
  • Marketing Automation and Orchestration: Salesforce Marketing Cloud, Journey Builder and related capabilities are a plus.
  • Project management: traditional and agile methodologies such as Waterfall, Kanban, Scrum.
  • Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX).
  • Abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc).
  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.
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