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CRM Delivery Analyst

CRM Delivery Analyst

First Horizon BankMiami, FL null, US
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Summary

of Position

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.

Responsibilities :

  • Feature Development : Translate business requirements into user stories for the development team and oversee the development and implementation of new features.
  • Functional Demo : Ability to demonstrate functional delivery to business proponents.
  • Quality Assurance : Ensure that all Salesforce implementations meet quality standards, are tested thoroughly, and are delivered on time.
  • User Training : Coordinate and provide training to users on new features and functionalities within Salesforce.
  • User Support : Provide end user support and education for any issues that arise, be on point to drive resolution and function as an escalation point.
  • Reporting & Analytics : Oversee the creation of reports and dashboards within Salesforce to monitor platform performance and business metrics.
  • Compliance & Security : Ensure that Salesforce implementations comply with company policies, industry standards, and data security regulations.

Related Qualities :

  • Demonstrated critical thinking skills, ability to accurately analyze information and make sound decisions
  • Demonstrated ability to take initiative and accountability for achieving results
  • Ability to translate from business language, to technology and back for seamless understanding between groups
  • Is collaborative and has strong customer experience mindset
  • Comfortable working in an agile setting where clear definitions may not exist
  • Enjoys new challenges and has a growth mindset
  • Must champion the importance of the quality and accuracy of data and information leveraged by our customers and banking partners

    • Important Knowledge and Skills :

  • – 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
  • Banking and Financial Services : Domain knowledge related to consumer and commercial banking, customer journeys, customer experience (CX)
  • Compliance : abreast of financial services regulations, privacy and consent requirements (CCPA, GDPR, etc)

    • Required Qualifications :

  • Bachelor's Degree in MIS, Marketing, Computer Science or a related field or an equivalent combination of education, training, and experience
  • Minimum years of demonstrated experience
  • Banking / financial services experience strongly preferred

    • About Us

    First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in states across the southern The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top Most Reputable Bank. More information is available at .

    Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • (k) with % match
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