Senior Customer Relationship Management Specialist

1 day ago


Mumbai, Maharashtra, India beBeeCustomerRelationship Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

We are seeking a highly motivated and experienced Business Analyst/Product Owner to contribute to our dynamic team in designing, developing, and launching a robust Customer Relationship Management (CRM) system.

This individual will play a pivotal role in enhancing customer relationship management and marketing workflows by analyzing business processes, identifying gaps, and proposing solutions.

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

Key Responsibilities:

  • Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our ecosystem.
  • 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, loan origination systems, and marketing platforms.
  • Create detailed documentation, including functional specifications, user stories, and process flows.
  • Conduct 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 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.


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