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
Delivery plans, communications, business initiatives, and Salesforce solutions
Domain
Financial Services / Insurance / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data analysis, reporting, business insights, Salesforce configuration, solution design, requirements gathering, testing, release management, SQL, SAS, Excel, Power BI, Tableau, AI/automation tools
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 initiatives; drive continuous improvement through Salesforce platforms; leverage AI and automation tools to enhance business performance
Seniority
Mid-level, hands-on IC
