Senior CRM Strategist

3 days ago

Jamnagar, Gujarat, India beBeebusiness Full time ₹ 15,00,000 - ₹ 25,00,000

Business Systems Analyst

We are seeking a highly motivated and experienced professional to join our dynamic 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 platforms.

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.

  • Senior Content Strategist

    4 days ago

    Jamnagar, Gujarat, India beBeeSeniorContentStrategist Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: Senior Content StrategistAbout the Role:As a Senior Content Strategist, you will be responsible for developing and executing creative strategies that align with the company's brand, vision, and business goals. You will lead and manage a team of copywriters, providing mentorship and fostering a culture of creativity and innovation.Key...

  • Sr. Financial Strategist Role

    6 days ago

    Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Financial StrategistThe Senior Financial Strategist plays a pivotal leadership role in shaping the organization's financial strategy, ensuring sound financial planning, resource allocation, and profitability. This position requires a strategic thinker with strong business acumen, excellent leadership skills, and deep expertise in corporate...

  • Senior Marketing Strategist

    4 days ago

    Jamnagar, Gujarat, India beBeeCreative Full time ₹ 20,00,000 - ₹ 25,00,000

    Creative Strategist RoleWe are seeking a Creative Strategist to join our team. The successful candidate will be responsible for developing and proposing creative interactive strategies and presentations for pitches.Collaborate with cross-functional teams to develop innovative solutions and proposals.Conduct industry research and competitor analysis to...

  • Senior Data Strategist

    3 days ago

    Jamnagar, Gujarat, India beBeeDataStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job OverviewA Behavioural sciences DeepTech organization is seeking a skilled Senior Data Strategist to spearhead data-driven decision making.This full-time remote role involves collaborating with cross-functional teams to design, develop and implement data science models that drive business growth.Designing and implementing advanced statistical...

  • Senior Proposal Strategist

    4 days ago

    Jamnagar, Gujarat, India beBeeProposal Full time ₹ 12,00,000 - ₹ 15,00,000

    Job Title: Senior Proposal StrategistWe are seeking an experienced professional with expertise in developing high-impact proposals for U.S. federal government contracts, particularly IT-focused projects such as software development, cloud solutions, and cybersecurity implementations.Key Responsibilities:Lead proposal development for federal RFPs, RFIs, RFQs,...

  • Senior Enterprise Risk Strategist

    5 days ago

    Jamnagar, Gujarat, India beBeeRisk Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Job Title: Senior Enterprise Risk Strategist About our mission, we deliver more visibility, control and freedom from your money. Our powerhouse of products help our customers get more from their money every day. We're certified as a Great Place to Work and have 10,000+ people working around the world.Our Risk team sits at the core of our business, monitoring...

  • Digital Marketing Strategist

    3 days ago

    Jamnagar, Gujarat, India beBeeMarketing Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Digital Marketing StrategistWe are seeking a highly skilled and experienced digital marketing strategist to manage high-performance marketing campaigns across platforms.Key Responsibilities:Design, implement, and optimize digital marketing strategies to drive maximum ROI and lead generation.Manage and allocate paid advertising budgets effectively...

  • Business Growth Strategist

    4 days ago

    Jamnagar, Gujarat, India beBeeGrowth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Job Description:As a sales growth strategist, you will play a pivotal role in accelerating revenue by designing and executing go-to-market plans that maximize pipeline efficiency, improve conversion rates, and drive measurable impact on top-line growth.This position demands a sharp focus on data-driven insights, building scalable processes, and enabling the...

  • Chief Finance Operations Manager

    4 days ago

    Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Senior Financial StrategistWe are seeking an accomplished Senior Financial Strategist to spearhead finance operations, accounting, reporting, and compliance for one of our key businesses. The role entails driving accurate financial statements, ensuring regulatory adherence, managing liquidity and working capital, and overseeing audits and investor relations.

  • Chief Customer Data Architect

    4 days ago

    Jamnagar, Gujarat, India beBeeStrategy Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Customer Data Platform StrategistAccelerate your career in the intersection of healthcare and technology with a purpose-driven organization that empowers healthcare entities to be future-ready.Job OverviewWe are seeking an experienced Customer Data Platform Strategist to drive strategy, consulting, and solution leadership across customer data initiatives....