Join SolutionsMetrix as a Financial Services CRM Implementation Expert and transform business operations for banks and credit unions. Your expertise will drive the development of custom CRM solutions. This role combines strategic and tactical execution, focusing on understanding client needs and translating them into effective CRM designs.
Responsibilities include conducting needs analysis, developing training aids, and ensuring smooth system adoption post-implementation. You will also leverage agile methodologies to document projects and facilitate successful CRM solutions delivery. Key Responsibilities:
- Analyze business processes for CRM optimization
- Provide training and post-go-live support for clients
- Develop detailed CRM system designs and architecture
- Create workflows to improve customer engagement
- Participate in agile ceremonies and maintain documentation Requirements:
- Degree in Software Engineering or relevant field
- Experience with project lifecycles and CRM solutions
- Valid CRM Certification is mandatory
- Proven skills in leading client discussions
- Extensive knowledge in financial services sector CRM Drive impactful CRM initiatives in the financial services domain with SolutionsMetrix.