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CRM/SalesForce Strategist - 6 month FTC

What is the opportunity?
Member of the CRM Strategy Team accountable for the management and support of CRM solutions across Capital Markets. The main purpose of the role is the managing/administering of the CRM platform to support sales and trading prospecting and account management efforts.

What will you do?
  • Support the respective desk business strategy; working with end users to request and incorporate new functionality; address usability and configure the CRM tool accordingly
  • Ownership of the CRM and responsible for the system and the “go-to” expert for any questions on CRM functionality and reporting
  • Provide administrative CRM support including: manage dashboards, campaigns, approve onboarding/offboarding of users and monitor licensing
  • Provide regular weekly and monthly standard suite of reports and performance trends; usage metrics; and Provide ad-hoc reporting requests
  • Provide CRM training, produce training plans and conduct teach ins
  • Provide trouble shooting and support on-site and in remote locations
  • Manage overall relationship with vendor (including any issue resolution/escalation)
  • Working with key stakeholders, customize CRM configuration where possible to assist different business requirements (collect requirements, conduct UAT testing and production rollout)
  • Develop current state documentation and business requirements documentation; and perform gap analyses and prioritization of issues
  • Drive requirements gathering by identifying, tracking, escalating and/or resolving existing business systems issues
  • Work closely with development, QA, and support partners to ensure priorities are developed, tested and implemented to requirements; communicate progress and issues clearly back to stakeholders
  • Participate in UAT and coordinate end user UAT QA testing to ensure product changes

What do you need to succeed?

  • Bachelors Degree or equivalent
  • In-depth understanding of Capital Markets
  • Proficient in Microsoft Office tools (esp. Excel)
  • Experience working with/supporting CRM and related database systems
  • Solid Capital Markets experience focused on data management
  • Excellent communication skills, both written and verbal
  • Proactive, team player, self-motivated with strong organizational and time management skills
  • Have a collaborative mind-set with strong interpersonal skills
  • Strong analytical skills with high attention to detail

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.


About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

City: City of London
Address: Riverbank House
Work Hours/Week: 35
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 2017-05-27
Req ID: 135821
Posting Notes: [[mfield1]]