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Senior CRM System Designer
2 weeks ago
Key roles exist for highly motivated and experienced professionals who can design, develop, and launch a robust CRM system that integrates seamlessly with deposit account opening, personal and commercial loan origination systems (LOS), and marketing platforms.
Job Description:
- Work closely with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.
- Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.
- Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
- Create detailed documentation, including functional specifications, user stories, and process flows.
- Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.
Required Skills and Qualifications:
- Bachelor's degree in business administration, Information Systems, or a related field.
- 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.
