Technical Delivery Analyst
Core
Support the delivery of strategic priorities for AIA Financial Services by translating strategy into action, developing delivery plans, and providing business analysis and technical support for Salesforce and related systems.
Role type
Technical Delivery Analyst (Business Analysis & Salesforce Configuration)
Builds
Strategic initiatives, customer journey optimizations, and Salesforce solution configurations
Domain
Financial Services / Insurance / Wealth Management
Required skills
Data analysis, reporting, business insights, Salesforce configuration, requirements gathering, solution design, testing, release management, SQL, SAS, Excel, Power BI, Tableau, AI/automation tool usage
Preferred skills
Financial planning CRM knowledge, Microsoft Access, VBA, AgentForce experience
Technologies
Salesforce, AgentForce, SQL, SAS, Excel, Power BI, Tableau, Microsoft Access, VBA
Responsibilities
Establish data and reporting frameworks for strategic initiatives; Develop project plans and business collateral; Partner with stakeholders to drive execution and align timelines; Embed Voice of the Customer insights into initiative design; Support customer retention and revenue growth by optimizing customer journeys; Drive operational efficiency through Salesforce platform support and reporting
Seniority
Mid-level, hands-on IC
