Senior Business Solutions Specialist

4 days ago

Hubli, Karnataka, India beBeeCRM Full time ₹ 90,00,000 - ₹ 1,20,00,000

Business Acumen in Action:

We're seeking a seasoned Business Solutions Expert to spearhead the development of a cutting-edge CRM system that seamlessly integrates with our LOS ecosystem.

The ideal candidate will possess hands-on experience with leading CRM platforms, such as Salesforce or HubSpot, and exhibit a strong ability to bridge technical requirements with business objectives.

Key Responsibilities:

  • Collaborate with stakeholders to define the CRM system's scope and goals within our LOS environment.
  • Conduct thorough analysis of business processes, identifying areas for improvement and proposing solutions to enhance customer relationship management and marketing workflows.
  • Design intuitive interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
  • Develop detailed documentation, including functional specifications, user stories, and process flows.
  • Perform competitive analysis of CRM solutions 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.

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.
  • 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.

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