Business Transformation Specialist

Company: Citadel Federal Credit Union
Location: Exton
Posted on: April 6, 2025

Job Description:

Job Overview

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The Business Transformation Specialist serves a vital role in supporting the Business Transformation Program Director by coordinating projects within the Transformation Office (TMO). This involves communicating project information to stakeholders, identifying new requirements, soliciting feedback from customers and employees, and analyzing metrics and capture rates and drafting charters in support.

The Business Transformation Specialist also reviews and edits project deliverables, observing existing project practices to propose efficiency improvements under the Business Transformation Program Director's guidance, and ensuring effective project planning and organization.

Responsibilities

Work closely with department heads, project managers, and other stakeholders to gather requirements for transformation projects.
Facilitate workshops, interviews, and surveys to understand the needs of various teams and departments.
Translate business needs into detailed specifications for system or process changes.
Establish strong relationships with sales force and select operations managers for seamless inter-departmental communication.
Utilize data analytics tools to gather insights into customer behavior, product performance, and market trends, using this data to inform decision-making processes.
Contribute to client retention and acquisition efforts, strengthening the Company's relationships with existing and potential clients.
Identify opportunities for procedural improvements through analysis of current operational methods.
Identify and secure requirements for the business analytics department to support data-driven decision-making.
Various tasks, projects and responsibilities as assigned.

Qualifications and Education Requirements

Bachelor's degree in Business Administration, Finance, Information Systems, or a related field.
2+ years of experience in business analysis, project management, or related roles.
An analytical mind with strong attention to detail.
Knowledge of data analysis, inventory management software, and forecasting techniques.
Highly organized and detail-oriented with a passion for ensuring projects proceed.
Ability and desire to work collaboratively and independently to ensure successful project execution.
Working knowledge of necessary industry-related tools.
Strong interpersonal skills and extreme resourcefulness.
Proven ability to complete projects according to outlined scope, budget, and timeline.
Experience in industries such as finance, technology, healthcare, or consulting is often advantageous.
Experience seeing projects through the full life cycle.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Citadel Federal Credit Union, Lower Merion , Business Transformation Specialist, Other , Exton, Pennsylvania