Top Skills:
"Technical Writing & Attention to Detail: Proven ability to create high-quality user/software documentation, ideally CRM (Salesforce), with strong accuracy. Technical Comprehension & Clear Communication: Quickly grasp complex topics and explain them simply, potentially with visuals. Stakeholder Collaboration: Experience working with teams to understand requirements. Proficiency in Documentation Tools: Strong skills in Google Suite, MS Office, Jira, and Confluence. Quality Focus & Standards: Knowledge of style guides and usability principles. "
Project Description: ATB is currently executing a significant project to implement foundational CRM capabilities using Salesforce. This initiative aims to transform deal-making processes by enabling multi-coverage collaboration, enhancing sales pipeline visibility, and streamlining internal workflows. Key areas of focus include establishing new client onboarding procedures, developing a robust sales pipeline management system, and integrating essential regulatory compliance functionalities within the platform. The successful implementation of this project will improve operational efficiency, enhance data accuracy, and ensure adherence to regulatory standards for the capital markets team. This is a strategic undertaking that will lay the groundwork for future CRM enhancements and long-term effectiveness.