
Business Development Strategist
1 day ago
We are seeking an experienced professional to collaborate with stakeholders in defining the requirements, scope, and goals for the CRM system within our LOS ecosystem.
- Participate in analyzing business processes to identify gaps and propose solutions enhancing 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.
- Develop detailed documentation including functional specifications, user stories, and process flows.
- Conduct a competitive analysis of CRM solutions such as 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 Qualifications:
- Bachelor's degree in business administration Information Systems or a related field.
- 3+ years of experience as a Business Analyst 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.
- Familiarity with commercial loan origination systems LOS and marketing platforms is a strong plus.
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