About the role
Role Summary:
This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs. You will work directly with financial services clients to understand their business needs and translate them into functional requirements.
Key Responsibilities:
Financial Services Expertise:
- Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation
Needs Analysis:
- Analyze client business processes to identify requirements and opportunities for CRM optimization.
Training & Support:
- Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption.
Process Improvement:
- Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement.
Solution Design and Architecture:
- Develop robust CRM system architectures and detailed designs based on client requirements.
Agile Methodology:
- Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope.
Strategic and Tactical Execution:
- Bridge strategic planning with hands-on implementation. Build release plans, develop solutions, and ensure quality assurance through testing plans. - Proactively identify and resolve potential issues.
Knowledge Sharing:
- Contribute to the development of business applications and thought leadership content. - Mentor junior consultants and support the growth of the CRM practice.
Problem Resolution:
- Address complex project challenges and manage conflict in dynamic client situations.
Requirements:
- Degree in Software Engineering, IT, or a related field. - 5+ years of CRM consulting and implementation experience. - Understanding of the technical aspects (e.g., APIs, data models, objects, field mapping, integrations), while not necessarily being hands-on with development. - Strong consulting and communication skills, including requirements gathering, workshop facilitation, presentations, and relationship building with external clients. - Experience working directly with external customers in a consulting environment. - Strong understanding of business process concepts and project lifecycles. - Valid CRM Certification. - Proven ability to lead strategic discussions and manage client relationships. - Ability to combine strategic thinking with practical execution. - Extensive knowledge and experience in implementing CRM solutions in the Financial Services industry. i.e. Banks and Credit Unions is a plus.
Company offers:
- Annual performance and salary review. - Vacation and sick leave. - Healthcare benefits. - Flexible schedules. - Professional development through training opportunities. - Social activities.
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