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.
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
- 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.
- Annual performance and salary review.
- Vacation and sick leave.
- Healthcare benefits.
- Flexible schedules.
- Professional development through training opportunities.
- Social activities.
