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Added 27 mins ago
NB
Senior Analyst Accountant
National Bank of Canada
Montreal, QC
- Full-time
As a Senior Analyst in the Trust services team at National Bank Trust (NBT), you’ll be a tax expert working on estate and trust files. In this role, you’ll have a positive impact on the…
Added 57 mins ago
CR
Senior Financial Analyst
Clarity Recruitment
Toronto, ON · Etobicoke, ON
- Full-time
This Senior Financial Analyst role sits in a newly built FP&A function and reports directly to the VP, Finance. The work is forward-looking. You’ll own the budgeting and forecasting cycles,…
Added 3 hours ago
R&
Senior Business Analyst – Capital Markets
Robertson & Company Ltd.
Toronto, ON
- Contract
Bachelor’s degree in Business, Finance, Information Technology, Computer Science, or a related discipline.
Added 7 hours ago
IR
Senior Financial Analyst
Imagine Recruitment & Advisory
Ottawa, ON · Greater Ottawa Metropolitan Area
- $85,000 to $95,000 CAD / year
- Full-time
Our client within the energy industry is seeking a strong Senior Financial Analyst to join their growing team. In this role, as a Senior Financial Analyst, you will assist our client with…
Added 20 hours ago
IB
Research Analys
I'M BINCK - het platform van en voor de Haagse Binckhorst
Canada
- Full-time
Career progression into Senior Research Analyst, Market Analyst, Business Analyst, Strategy Analyst, Investment Analyst, or Research Manager roles.
Added 20 hours ago
M2
Operations Analyst - Entry to Mid Level
Master 2 Droit International Économique - Paris II Panthéon-Assas
Canada
- Full-time
Career progression into Senior Operations Analyst, Business Analyst, Operations Manager, Strategy Analyst, or Process Improvement roles.
Added 20 hours ago
ME
Research Analys
MARMAR ENTPS II LTD LBLTY CO
Canada
- Full-time
Career progression into Senior Research Analyst, Market Analyst, Business Analyst, Strategy Analyst, Investment Analyst, or Research Manager roles.
Added 1 day ago
PI
Senior Analyst, Portfolio Management
PSP Investments | Investissements PSP
Montreal, QC
- Full-time
The Senior Analyst, Portfolio Management supports the Capital Planning & Sustainability workstreams by executing analytical tasks related to capital planning models, market and macro data…
Added 1 day ago
SI
Q&A Tester
Securim Inc.
Ottawa, ON
- Contract
Clear written reporting and the confidence to present findings and a go/no-go recommendation to senior stakeholders.
Added 1 day ago
FP&A Analyst
Behavox
Toronto, ON
The FP&A Analyst maintains and develops defined components of Behavox’s financial and operating models, ensuring that forecasts, budgets, actuals, and underlying accounting assumptions are…
Added 1 day ago
FP&A Analyst
Behavox
Montreal, QC
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 1 day ago
P
Executive Administrative Assistant
Popular
St. Thomas, ON
- Full-time
At least three (3) years of experience providing executive-level administrative support to senior executives and/orsenior managers in a corporate environment.
Added 1 day ago
NB
Senior Analyst Custody Client Services
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Custody Analyst within the Custody Operations team at National Bank Trust means acting as a primary point of contact for institutional clients and supporting their…
Added 1 day ago
CK
Senior Financial Analyst, Financial Information and Controls
Circle K
Laval, QC
- Full-time
Preparation of periodic, quarterly and annual financial information for internal purposes for sharing with senior management and for external purposes to meet the regulatory requirements of…
Added 1 day ago
IF
Vendor Management Analyst, Tech+Lab
Intact FC
Toronto, ON · Montreal, QC · Laval, QC
- Full-time
We are looking for a detail-oriented and commercially savvy Vendor Management Analyst to join our growing Tech+Lab Expense & Vendor Management team. Reporting to the IT Business Office, you…
Added 1 day ago
Senior FP&A Analyst
Behavox
Toronto, ON
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 1 day ago
Senior FP&A Analyst
Behavox
Montreal, QC
The Senior FP&A Analyst owns Behavox's core financial model - its architecture, the accounting beneath it, and the forecasts and analysis the company plans and decides by. The role exists…
Added 1 day ago
Technical Due Diligence Analyst
IREN
Vancouver, BC
The Technical Due Diligence Analyst will support IREN’s project financing, capital markets and strategic transactions by coordinating and preparing the technical information that lenders,…
Added 1 day ago
AC
Senior Financial Analyst
Aston Carter
Calgary, AB
- $100,000 to $115,000 CAD / year
- Full-time
Aston Carter's large client is seeking a Senior Financial Analyst to join their team! This individual will play a critical role in the financial management of assigned programs. This…
Added 1 day ago
AC
Senior Financial Analyst
Aston Carter
AB · Edmonton, Alberta
- $100,000 to $115,000 CAD / year
- Full-time
Aston Carter's large client is seeking a Senior Financial Analyst to join their team! This individual will play a critical role in the financial management of assigned programs. This…
Added 1 day ago
I
Technical Due Diligence Analyst
IREN
Vancouver, BC
- Full-time
The Technical Due Diligence Analyst will support IREN’s project financing, capital markets and strategic transactions by coordinating and preparing the technical information that lenders,…
Added 1 day ago
A
Senior SAP Programmer Analyst TRBK
ATB
Remote, Canada
- Full-time
- Remote
As ATB’s next TRBK Senior Developer, you're a key technical leader responsible for the end-to-end design, development, and implementation of robust SAP ABAP solutions, with a focus on core…
Added 1 day ago
A
Financial Analyst, FP&A – Gross Margin
ARC'TERYX
North Vancouver, BC
- Full-time
As the Financial Analyst, FP&A – Gross Margin, you will play a key role in building out the FP&A function. You will be supporting our cross-functional business partners, with a focus…
Added 1 day ago
A
Senior Functional Analyst, Salesforce Retail CRM
ATB
Calgary, AB · Edmonton, AB
- Full-time
As ATB’s next Senior Functional Analyst, Salesforce Retail CRM, you will serve as the critical functional bridge between business operations, our Business Improvement Partners, and…
Added 1 day ago
CR
Scientist in Immunochemistry
Charles River Laboratories
Montreal, QC
- Full-time
…across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will play an important role in the work we perform. In return, we’ll help you…

ATB

Senior Functional Analyst, Salesforce Retail CRM

Calgary, AB, Canada
Edmonton, AB, Canada

Full-time

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Job details

Job type: Full-time
Experience: 5+ years of hands-on experience working with the Salesforce platform as a Functional Analyst, Business Systems Analyst, or related functional role.
Posting language: English
Posted: Oct 30, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

As ATB’s next Senior Functional Analyst, Salesforce Retail CRM, you will serve as the critical functional bridge between business operations, our Business Improvement Partners, and technical development, ensuring the continuous sustainment, evolution, and operational efficiency of our Salesforce platform.

In this role, you play a key role in the intersection between business, design and technology, with the ultimate goal of maximizing business value from our Salesforce investment. A deep understanding of Sales and Service Cloud and Salesforce in general is key to success in this role. You will be operating within a Scrum environment that delivers on structured milestone commitments, you will actively manage and prioritize the intake and execution on enhancement backlog and/or execute on the roadmap for a transformational project as necessary.

Accountabilities

Requirements Gathering: Capture, analyze, and translate business needs into detailed functional specifications, user stories, acceptance criteria, and clear workflow logic that enable seamless, predictable development.
Backlog Management & Prioritization: Partner with a team of other Functional Analysts and the development team to oversee the execution and delivery of stories through their complete life cycle.
Support & Escalation Triage: Serve as an escalation tier for platform incidents and support requests, performing functional triage, assessing operational impact, and prioritizing bugs alongside ongoing enhancement work.
Cross-Functional Collaboration: Partner closely with our internal stakeholders on the discovery and prioritization of business requests.
Testing & Release Validation: Collaborate on User Acceptance Testing (UAT) strategies, test scenarios, and defect verification to ensure delivered enhancements meet rigorous functional and compliance standards.
Change Management & Adoption: Support Organizational Change Management (OCM) and training initiatives in tandem with the Business Improvements team, ensuring smooth rollouts and operational readiness for platform updates.
Integration & Logic Clarity: Define fields, workflow logic, and functional touchpoints both within the Salesforce platform, and between Salesforce and integrated technologies to ensure end-to-end process consistency.
Team Alignment & Best Practices: Actively participate in sprint events (planning, refinement, retrospectives, reviews etc) and champion best-practice documentation standards for both business and technical audiences.

Skills, experience & requirements

5+ years of hands-on experience working with the Salesforce platform as a Functional Analyst, Business Systems Analyst, or related functional role.
Direct experience with Salesforce Financial Services Cloud (FSC), with a solid understanding of its core data model, workflows, and functional capabilities.
Industry Experience in the financial services industry is an asset.
Proven track record in agile/scrum environments, with experience adapting sprint practices to meet structured, milestone-driven delivery schedules.
Strong functional documentation skills, demonstrated by the ability to articulate complex business logic, field definitions, and workflow diagrams clearly to both business stakeholders and technical developers.
Demonstrated experience in defect triage and backlog prioritization, balancing production support needs against strategic feature enhancements.
Certifications (Bonus): Salesforce Certified Administrator, Salesforce Certified Business Analyst, or Financial Services Cloud Accredited Professional credentials are a strong asset.
ATB Experience: Prior domain or operational experience with ATB is a valued asset.

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Indigenous Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

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More about this job

Responsibilities

The Senior Functional Analyst acts as a bridge between business operations and technical development to ensure the efficiency of the Salesforce platform. Responsibilities include managing the enhancement backlog, gathering requirements, and facilitating cross-functional collaboration to deliver business value.

Requirements

Candidates must have 5+ years of experience as a Functional Analyst or Business Systems Analyst with specific expertise in Salesforce. A strong understanding of Salesforce Financial Services Cloud and experience working in agile or scrum environments are required.

Skills

Salesforce
Sales Cloud
Service Cloud
Financial Services Cloud
Functional Analysis
Business Systems Analysis
Agile
Scrum
Requirements Gathering
Backlog Management
User Acceptance Testing
Change Management
Workflow Logic
Defect Triage
Stakeholder Management

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Sales Cloud
Service Cloud
Financial Services Cloud
Functional Analyst
Business Systems Analyst
Agile
Scrum
Backlog Management
User Acceptance Testing
Organizational Change Management
Financial Services
Salesforce Administrator
Salesforce Business Analyst
Workflow Logic
Defect Triage
Stakeholder Management
CRM
Integration
Sprint Planning

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