Business Analyst, Sales Technology
Manulife/John Hancock is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
The Sales Enablement Center team is a group of specialists committed to enhancing sales performance and streamlining processes within the distribution team. Their focus is on developing strategies for growth by empowering and equipping our sales team for success.
We are seeking a Business Analyst, Sales Technology to join our dynamic and growing team to drive successful delivery, adoption, and continuous improvement of Salesforce, JHINI, and other sales technologies. This role serves as a bridge between business users and technical teams, executing on the technology strategy, translating business needs into clear requirements while ensuring solutions are adoption-ready, scalable, and aligned to sales workflows.
This individual plays a critical role in enhancing sales productivity through thoughtful solution design, strong change management, and user-centered implementation.
Key Responsibilities
Business Analysis & Requirements
- Create clear business requirement documents, process flows, and supporting documentation aligned to the overall technology strategy.
- Document, manage, and refine business requirements spanning Salesforce, JHINI, and other sales enablement tools.
- Partner with stakeholders to translate business needs into actionable solutions that drive process and technology improvements.
Salesforce & Sales Technology Enablement
- Identify, design, test, and support sales technology enhancements and third-party integrations.
- Address platform defects, enhancements, and minor configuration changes to improve user experience.
- Identify opportunities to enhance existing tools and introduce new capabilities that improve sales workflows and business processes.
- Ensure Salesforce is optimized and continuously improved as the primary system of engagement for sales teams.
Adoption, Change & Continuous Improvement
- Partner with Sales Enablement and business leaders to drive adoption through intentional solution design, rollout planning, and user-centered change management.
- Act as a daily liaison to users, gathering feedback and identifying opportunities for ongoing enhancement.
- Focus on long-term platform health while delivering incremental enhancements aligned to evolving business needs.
Delivery & Agile Practices
- Support delivery within an agile SDLC framework, ensuring adherence to best practices.
- Participate in multiple technology initiatives and projects simultaneously.
- Proactively identify and propose opportunities for automation and optimization across technologies and business processes to improve efficiency and scalability.
Requirements:
- Business Analysis Experience: 5 years of experience as a Business Analyst.
- Salesforce Experience: 3+ years of hands-on Salesforce experience; Salesforce Certified Business Analyst is a plus but not required.
- Salesforce Knowledge: Knowledge of Salesforce's different modules, objects, and capabilities.
- Enablement Tools: Experience supporting sales enablement tools and CRM platforms
- Documentation Skills: Proficiency in requirements solicitation and writing, creating process maps, flow diagrams, reference guides, and other supporting documentation
- Communication Skills: Strong written, oral, and communication abilities.
- Analytical and Critical Thinking: Strong analytical and critical thinking skills.
- Problem-Solving Passion: Possess a passion for digging deeper to uncover new approaches and solutions.
- Financial Services Experience: 1-3 years of experience in Financial Services or a general understanding of financial services operations.
- Autonomy and Team Collaboration: Ability to work autonomously while excelling in a team-based environment.
- Time Management: Highly motivated with experience managing multiple priorities under tight timelines.
Competencies:
- Collaboration: Fosters productive working relationships to create superior solutions, build beneficial networks, and achieve collective business goals.
- Strong Communication: Clearly and concisely expresses ideas and shares information, sets expectations, and modifies approach as necessary to build connections with others.
- Innovative Mindset: Is always curious, generates ideas, experiments, and takes calculated risks to improve the business with an enterprise-wide perspective.
- Business Acumen: Stays current on the Distribution's strategy, key priorities, capabilities, and resources, and remains updated with new innovative approaches, strategies, and alternative solutions.
- Executing: Aligns solutions with the organization's vision, pursuing excellence in planning and delivering sustainable results.
- Solution Focused: Owns problems through to resolution, makes timely decisions, applies analytic/systematic reasoning to positively impact solutions/results, and focuses on adaptable solutions that address both short-term goals and long-term strategy.
When You Join Our Team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see