Business Development Strategist

1 day ago


Aligarh, Uttar Pradesh, India beBeeMarketer Full time ₹ 12,00,000 - ₹ 16,43,337
CRM & Marketing Specialist

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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