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Sun Life Financial, Inc.

SRM Analyst

Posted 17 Days Ago
Remote
7 Locations
Entry level
Remote
7 Locations
Entry level
The SRM Analyst is responsible for managing vendor relationships, handling tasks related to invoice, risk, and license management. Key responsibilities include invoice validation, vendor communication, risk assessment, and maintaining license records, all while ensuring compliance with company policies.
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You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Strategic Relationship Management (SRM) Analyst plays a key role managing SLC Management’s key vendor relationships as a liaison between the members of the SRM team, internal business contacts, and our vendors for key functions spanning the vendor relationship: invoice management, risk management, and license management.  

Job Description:

Invoice Management

  • Daily monitoring of SRM Invoices email inbox.
  • Review and validation of new invoices prior to payment.
  • In conjunction with SRM team members, participate in the investigation and resolution of issues relative to vendor invoice reconciliation.
  • Setting up purchase orders and collaborating with Accounts Payable to get invoices paid.
  • Maintaining invoice payment details via logging all invoices in Salesforce.
  • Responding to queries of internal and external vendors on invoice issues in a timely manner.
  • Elevation of time-sensitive issues to SRM management for prompt resolution, and definition of action items and timelines when to resolve these issues.

Risk Management

  • Solicit and evaluate information as supplied by vendors in response to Sun Life’s Third-Party Risk Policy.  
  • Following up with vendors, as needed, to gather additional information.
  • Perform various other reviews of vendor supplied documentation related to business continuity planning/ disaster recovery and information security to ensure that controls surrounding these processes are adequate.
  • Support in the coordination of Risk management activities across SRM, Business operations & Technology teams.

License Management

  • In conjunction with SRM team members, participate in the investigation and resolution of issues relative to user requests for vendor licenses.  
  • Submitting requests to vendors on behalf of designated users to add, modify, or remove licenses.
  • Perform monthly reconciliation of user licenses against HR supplied employee reports.
  • Maintain comprehensive user license grid across SRM’s vendor inventory.
  • Responding to queries of internal and external vendors on license requests issues in a timely manner.

Qualifications:

  • Experience with vendor contracts and an understanding of third-party risk management preferred but not required.
  • Familiarity with Microsoft Office applications (Excel, Outlook, SharePoint, and Word). Prior Salesforce experience preferred, but not required.
  • Strong communication skills, both verbal and written. Establishes good rapport with internal clients and external vendors to ensure good working relationships.
  • Demonstrated analytical skills, including aptitude towards problem identification, resolution, and comprehension.
  • Ability to manage work to fixed deadlines, and transparently and concisely report on work progress.

Job Category:

Administrative Services

Posting End Date:

09/02/2025

Top Skills

MS Office
Salesforce

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