Senior CRM Strategist

4 days ago

Agra, Uttar Pradesh, India beBeeBusiness Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

We are seeking a skilled Business Solutions Expert to play a pivotal role in designing, developing and launching a robust CRM system.

This individual will collaborate with stakeholders to define the requirements, scope and goals for the CRM system within our LOS ecosystem.

Key Responsibilities

• 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.

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.

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