Senior CRM Consultant

2 days ago

Meerut, Uttar Pradesh, India beBeeBusinessSystemsAnalyst Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

Business Systems Analyst - CRM & Marketing Specialist

About the Role

This position involves collaborating with stakeholders to define requirements, scope, and goals for a customer relationship management (CRM) system within our lending operations ecosystem.

The ideal candidate will analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.

Responsibilities
  1. Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, lending operations systems, and marketing platforms.
  2. Create detailed documentation, including functional specifications, user stories, and process flows.
  3. Conduct competitive analysis of CRM solutions to incorporate industry best practices and innovative features.
  4. Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.
  5. Lead user acceptance testing and support change management efforts during CRM deployment.
  6. Provide training and support to end-users to maximize adoption and utilization of the CRM system.
  7. 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.
  • At least 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 and marketing platforms is a 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.
  • Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.
  • Agile/Scrum experience is preferred.

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