ServiceNow Business Process Consultant designing FSO, CSM, and FSM workflows for insurance and financial services enterprises. Translating operations into scalable processes, requirements, and AI-enabled solutions at NewRocket.
Responsibilities
Serve as the primary business process point of contact for FSO programs, representing NewRocket to insurance and financial services stakeholders
Lead discovery workshops covering policy servicing, claims, billing inquiries, and customer service
Map current-state processes, identify pain points and inefficiencies, and design future-state processes aligned with ServiceNow FSO, CSM, and FSM best practices
Drive fit-to-standard and fit-gap analysis while minimizing unnecessary customization
Translate future-state processes into requirements, user stories, and acceptance criteria
Partner with Solution Architects on data models, integrations, and technical architecture
Identify automation and agentic AI opportunities, including Now Assist and AI Agents
Define process KPIs and success measures and support post-go-live value realization
Support user acceptance testing, demos, training, and organizational change management
Draft and publish process documentation, playbooks, and reusable process models
Collaborate with Project Managers to manage scope, prioritize the backlog, and resolve process and requirement issues
Use AI tools to improve productivity, accelerate decision-making, and enhance work outcomes
Leverage AI and emerging technologies to streamline processes, generate insights, and drive continuous improvement
Research insurance and financial services trends to propose enhancements to NewRocket’s FSO products and offerings
Requirements
8–12 years of experience in business process consulting, business architecture, or functional solution design, with at least part of that time at a consulting firm, SaaS/PaaS provider, or enterprise software company
3+ years of ServiceNow platform experience with a strong functional and working technical understanding of platform configuration
Proven experience designing and delivering ServiceNow Financial Services Operations (FSO) processes and solutions
Experience in the banking or insurance industry and understanding of core processes
Experience with CSM, including fundamental understanding of the CSM data model
Comfortable configuring forms, workflows, and Flow Designer
Ability to discuss scripting, data, and integration approaches with engineers
Working knowledge of SSO, SAML, Web Services, LDAP, and REST for defining integration requirements
Strong process modeling skills using BPMN or similar notation, with tools such as Visio, Lucidchart, or Miro
Exceptional workshop facilitation skills and ability to influence business and IT stakeholders up to executive level
Experience with Agile/Scrum methodology, including writing user stories and managing a backlog
Strong problem-solving skills and ability to simplify complex situations
Proficiency with Microsoft Word, Excel, and PowerPoint
Exposure to ServiceNow AI capabilities such as Now Assist and AI Agents, or process mining
Willingness and ability to continue education within the ServiceNow platform and beyond
ServiceNow Certified System Administrator (CSA) required currently or within 6 months of hire
ServiceNow Certified Implementation Specialist (CIS) in a relevant domain required currently or within 6 months of hire
Benefits
Official ServiceNow training
Support and guidance to get up to speed on projects
Opportunity to achieve multiple ServiceNow certifications
Continued education within the ServiceNow platform and beyond
Diverse and inclusive workplace
Equal opportunity workplace and affirmative action employer
Analyste d’affaires soutenant Veriforce Canada, fournisseur de solutions de gestion des risques et de conformité, avec Excel, SQL et rapports opérationnels. Analysant les indicateurs et recommandant des améliorations de performance.
Business Operations Manager overseeing Salesforce Partner Program incentive funding, controls, and global operations. Leading teams and automation initiatives to improve financial accuracy, efficiency, and compliance.
Business Operations Manager overseeing warranty claims, customer support, administration, and digital transformation. Supporting Liebherr - Canada’s equipment sales and service operations.
Business Operations Associate supporting Kraken’s global cryptocurrency and blockchain expansion. Contributing to remote operations, secure products, customer support, and crypto education.
Business Operations & Analytics leader driving data - informed growth, product, AI, and partnership initiatives. Helping Jerry.ai scale its AI - powered platform for cars, homes, and other physical assets.
IT manager leading Redpath’s global PMO and Business Analysis teams. Improving ServiceNow - based service delivery, governance, project execution, and operational performance.
Director leading quote - to - cash, CRM, billing, ERP, and RevOps systems for Aurora Solar’s software powering residential and commercial solar adoption.
Business Operations Manager supporting Ware Malcomb’s commercial real estate architecture and interior design practice. Optimizing staffing, project delivery, financial forecasts, QA/QC, and office operations.
Business Operations & Analytics associate shaping metrics, experiments, and decisions for Jerry.ai’s AI - powered car, home, and motorcycle management app. Embedded across growth, product, AI, or partnerships.
Business Operations Manager leading regional teams and service delivery across Alberta. Supporting PPI’s independent insurance advisors through operational leadership, process improvement, and employee development.