About this role
Role Overview
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
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Financial Services Expertise: Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation
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Needs Analysis: Analyze client business processes to identify requirements and opportunities for CRM optimization.
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Training & Support: Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption.
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Process Improvement: Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement.
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Solution Design and Architecture: Develop robust CRM system architectures and detailed designs based on client requirements.
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Agile Methodology: Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope.
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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.
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Knowledge Sharing: Contribute to the development of business applications and thought leadership content. Mentor junior consultants and support the growth of the CRM practice.
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Problem Resolution: Address complex project challenges and manage conflict in dynamic client situations.
Qualifications
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Degree in Software Engineering, IT, or a related field.
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Strong understanding of business process concepts and project lifecycles.
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Valid CRM Certification.
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Proven ability to lead strategic discussions and manage client relationships.
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Ability to combine strategic thinking with practical execution.
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Extensive knowledge and experience of implementation CRM solutions in Financial Services industry. i.e Banks and Credit Unions.
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You Receive
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Competitive salary.
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Annual performance and salary review.
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3 weeks of vacation and 4 personal/sick days.
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Healthcare/full benefits are normally available after three months, with potential flexibility.
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Flexible schedules.
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Professional development through training opportunities.
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Social activities.