Strategic CRM System Designer

3 days ago

Udaipur, Rajasthan, India beBeeBusiness Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Opportunity

We are seeking a highly skilled Business Analyst/Product Owner to join our team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and marketing platform.

Key Responsibilities
  • Collaborate 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.
  • Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.
  • Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.
  • Provide training and support to end-users to maximize adoption and utilization of the CRM system.
  • Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.
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.
Benefits

The ideal candidate will have the opportunity to work on a cutting-edge CRM system, collaborate with a dynamic team, and contribute to the growth and success of our organization.

What We Offer
  • A competitive compensation package.
  • Ongoing professional development opportunities.
  • A collaborative and inclusive work environment.

  • Veeva CRM System Administrator

    3 days ago

    Udaipur, Rajasthan, India beBeeVeeva Full time ₹ 10,00,000 - ₹ 15,00,000

    Job Title:Veeva CRM Support SpecialistWe are seeking an experienced Veeva CRM professional with 4-8 years of experience.The ideal candidate will have in-depth knowledge of ITIL processes and support (L2/L3) and be able to troubleshoot complex technical issues with ease.You will be responsible for identifying and resolving technical issues related to...

  • Salesforce CRM Analytics Specialist

    4 days ago

    Udaipur, Rajasthan, India beBeeAnalytics Full time ₹ 18,00,000 - ₹ 30,00,000

    Job Title: Salesforce CRM Analytics SpecialistAbout the RoleThis is a unique opportunity to work with a dynamic team as a Salesforce CRM Analytics Specialist. As a key member of our organization, you will be responsible for identifying and prioritizing business requirements for analytics and reporting needs.Key ResponsibilitiesCollaborate with stakeholders...

  • Senior Manager for CRM and Complaint System Projects

    7 days ago

    Udaipur, Rajasthan, India beBeeCRM Full time ₹ 15,00,000 - ₹ 30,00,000

    Senior Manager for CRM and Complaint System ProjectsBharti AXA Life Insurance is a leading life insurance provider in India, offering value-for-money life insurance and savings solutions. Established in 2006, we are a wholly owned subsidiary of Bharti Life Ventures Private Limited, a prominent business group in India. With over 200 branches across India, we...

  • Hubspot - Crm

    4 weeks ago

    Udaipur, Rajasthan, India WebSenor InfoTech Full time

    Plan build and optimise HubSpot portals Successful HubSpot onboardings that lead to long-term client relationships Working with Marketing Hub Sales Hub Service Hub and HubSpot CMS Work alongside Customer Success Managers to build excellent relationships and trust with clients Work collaboratively with the MO Agency strategy ...

  • Sales System Operations Manager

    5 days ago

    Udaipur, Rajasthan, India beBeeSystemIntegration Full time ₹ 8,00,000 - ₹ 12,00,000

    We are seeking a dynamic and detail-oriented Sales Systems Integration Specialist to fill this key role. This position will be responsible for integrating and optimizing sales systems, ensuring seamless data flow between platforms, and supporting the sales team through process automation and system improvements.Key Responsibilities:Collaborate with...

  • System Design Engineer

    2 days ago

    Udaipur, Rajasthan, India beBeeFirefighting Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: System Design EngineerWe are seeking a skilled System Design Engineer to join our team. As a key member, you will play a vital role in designing and developing plumbing and firefighting systems.About the Role:Create concept designs, schematic designs, and construction designs for plumbing and firefighting systems.Produce tender drawings for...

  • Strategic Customer Loyalty Advocate

    4 days ago

    Udaipur, Rajasthan, India beBeeCustomerRelationship Full time ₹ 20,00,000 - ₹ 25,00,000

    Customer Relationship Manager RoleFoster customer loyalty and retention through strategic planning and effective communication.The ideal candidate will possess strong analytical skills, excellent communication skills, and experience in sales and market segmentation. They will be responsible for analysing customer data, managing CRM software, coordinating...

  • Intelligent System Designer

    3 days ago

    Udaipur, Rajasthan, India beBeeDataScientist Full time ₹ 20,00,000 - ₹ 30,00,000

    Job OverviewWe are seeking a highly motivated and technically sound Data Scientist to design, build, and scale intelligent systems. The ideal candidate will bring hands-on expertise in Generative AI, Retrieval-Augmented Generation, vector databases, and cloud-native applications.The selected professional will work on designing, prototyping, and deploying...

  • Lead Electrical Systems Designer

    4 days ago

    Udaipur, Rajasthan, India beBeeElectricalEngineer Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Electrical Engineer Position Summary:We are seeking an Electrical Engineer to lead our substation projects. As a key member of our team, you will be responsible for designing and implementing primary and secondary electrical systems for substations.This is an exceptional opportunity to leverage your technical expertise and contribute to the success of our...

  • Electrical Systems Designer

    3 days ago

    Udaipur, Rajasthan, India beBeeElectricalDesign Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title:Electrical Design SpecialistAbout the Role:We are seeking a highly skilled professional to assume responsibility for leading the design of electrical systems in our Consumer Electronics Division. This position offers an exceptional opportunity to contribute to a forward-thinking organization committed to innovation and excellence.Key...