Senior CRM Implementation Specialist

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeBusinessSystems Full time ₹ 15,00,000 - ₹ 25,00,000
Business Systems Expert

At our institution, we require a Business Systems Expert to spearhead the implementation of a cutting-edge CRM system within our LOS ecosystem.

  • The ideal candidate will collaborate with stakeholders to define the requirements and scope of the CRM system.
  • They will analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.
  • Our expert will design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
  • They will create detailed documentation, including functional specifications, user stories, and process flows.
  • Competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) is also a key responsibility, to incorporate industry best practices and innovative features.
  • Close collaboration with developers, UX/UI designers, and quality assurance teams is crucial to ensure accurate implementation of requirements.
  • Our Business Systems Expert will lead user acceptance testing (UAT) and support change management efforts during CRM deployment.
  • Additionally, they will provide training and support to end-users to maximize adoption and utilization of the CRM system.
  • Finally, the successful candidate will monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.

Requirements

  • A bachelor's degree in business administration, Information Systems, or a related field is required.
  • 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).
  • Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.
  • Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.
  • Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.
  • Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.
  • Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).
  • Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.
  • Agile/Scrum experience is preferred.

Preferred Qualifications

  • Advanced degree in a related field (e.g., MBA)
  • Certification in Agile methodologies (e.g., CSM, CSPO)

Work Environment

  • Collaborative team-based work environment
  • Opportunities for professional growth and development

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