Solutions Metrix

Functional CRM Consultant

Solutions Metrix

full-time

Posted on:

Location Type: Remote

Location: India

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About the role

  • Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation.
  • Analyze client business processes to identify requirements and opportunities for CRM optimization.
  • Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption.
  • Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement.
  • Develop robust CRM system architectures and detailed designs based on client requirements.
  • Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope.
  • 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.
  • Contribute to the development of business applications and thought leadership content.
  • Mentor junior consultants and support the growth of the CRM practice.
  • Address complex project challenges and manage conflict in dynamic client situations.

Requirements

  • Degree in Software Engineering, IT, or a related field.
  • 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 of implementation CRM solutions in Financial Services industry, i.e Banks and Credit Unions.
Benefits
  • Competitive salary.
  • Paid time off.
  • Medical and dental insurance.
  • Flexible working hours.
  • Hybrid work model.
  • Tuition reimbursement.
  • Diverse and inclusive work environment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM automationbusiness process analysisworkflow developmentCRM system architectureagile methodologiesquality assurancetesting plansbusiness application developmentstrategic planningclient relationship management
Soft Skills
expert advicetraining developmentpost-go-live supportproblem-solvingmentoringconflict managementcommunicationleadershipstrategic thinkingpractical execution
Certifications
CRM Certification