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Senior Business Analyst - CRM enhancements (contract)

Background Our client is a leading insurer undertaking an enhancements project for its CRM and agent-facing CRM tools. Responsibilities Requirements Gathering: Collaborate with stakeholders (business units, users, etc.) to understand their needs and translate them into detailed project requirements. This involves active listening, asking probing questions, and documenting clear specifications. Design Thinking: Apply the principles of Design Thinking, including empathy, ideation, prototyping, and

Morgan McKinley - Hong Kong - Full time

Salary: HK$41k -45k pm

Background
  • Our client is a leading insurer undertaking an enhancements project for its CRM and agent-facing CRM tools.
Responsibilities
  • Requirements Gathering: Collaborate with stakeholders (business units, users, etc.) to understand their needs and translate them into detailed project requirements. This involves active listening, asking probing questions, and documenting clear specifications.
  • Design Thinking: Apply the principles of Design Thinking, including empathy, ideation, prototyping, and testing. Use this approach to creatively solve complex problems, enhance user experiences, and drive innovation.
  • Data-Driven Approach: Base decisions on data analysis. Collect, interpret, and use relevant data to inform project planning, prioritize features, and optimize processes. For example, analyze user behavior data to improve website navigation.
  • Agile Methodologies: Manage projects using Agile practices such as Scrum or Kanban. Break down work into smaller tasks (user stories), plan sprints, hold daily stand-ups, and adapt to changing requirements. Agile promotes flexibility and collaboration.
  • Digital Solutions: Oversee projects related to online platforms (websites, mobile apps). Ensure solutions align with user needs, enhance usability, and deliver value. Consider responsive design, accessibility, and seamless integration.
  • User Acceptance Testing (UAT): Create comprehensive UAT test plans. UAT involves testing the system from an end-user perspective to verify functionality, identify defects, and ensure alignment with requirements before deployment.
  • Project Management: Track project timelines using tools like Gantt charts or project management software. Manage risks and regularly communicate progress to stakeholders.
  • Cross-Functional Collaboration: Work closely with other teams (operations, legal, compliance, product, marketing, UI/UX) to align project goals, resolve dependencies, and ensure successful project outcomes. Effective communication and negotiation are essential.
Requirements
  • University graduate, preferably in business or technology.
  • 4+ years of relevant experience in the financial sector, preferably in life insurance.
  • Proven track record as a Business Analyst or Project Manager in digital projects.
  • Demonstrated success delivering complex initiatives within specified timelines.


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