CRM SME Workflow Implementation

2 weeks ago

PNG near Australia Port MoresbyPNG, India Khaitan Infotech Ghaziabad Full time US$ 1,00,000 - US$ 1,20,000 per year

OBJECTIVE:

**** Digitally Transform an International Retail Bank from scratch... ****

  • Job Title: CRM SME Workflow Implementation for Banking Operations
  • Type: Permanent
  • Location: Port-Moresby (Onsite mostly)

About the Role: We are seeking a Subject Matter Expert (SME) in CRM Workflows to lead the design and implementation of automated workflows for banking operations. The ideal candidate will have deep expertise in CRM platforms, process automation, operational efficiency, and compliance-driven workflow optimization.

Why This Opportunity Stands Out:

  • Onsite International Exposure Work with a leading bank in an island nation, gaining valuable global experience.
  • Luxury 5-Star Accommodation Stay in premium comfort at no cost whenever you're working onsite.
  • Daily Allowance (Per-Diem) To cover your daily expenses while you are working onsite.
  • Remote Work Flexibility Work from home when you're not required onsite.
  • High Take-Home Salary No deductions, just a rewarding paycheck.

Key Responsibilities:

  • Lead the design, configuration, and deployment of automated workflows within the CRM system for banking operations.
  • Collaborate with stakeholders to map existing processes and optimize them through workflow automation.
  • Ensure seamless integration of CRM workflows with core banking systems, contact center solutions, and digital banking platforms.
  • Define and implement role-based access controls, approval hierarchies, and case management processes.
  • Work on customer onboarding, account maintenance, KYC, loan processing, dispute resolution, and service request automation.
  • Ensure compliance with banking regulations, data security policies, and audit requirements.
  • Leverage AI-powered automation, predictive analytics, and rule-based triggers to enhance process efficiency.
  • Oversee testing, user acceptance, and training to ensure a smooth transition to automated workflows.
  • Continuously assess and refine workflows to improve efficiency, accuracy, and turnaround time.

Required Skills & Experience:

  • 5+ years of experience in CRM workflow implementation within banking or financial services.
  • Hands-on expertise with CRM platforms (Salesforce, Microsoft Dynamics, Pega, or equivalent).
  • Strong knowledge of workflow automation, business process modeling (BPM), and case management.
  • Experience in multi-country, multi-currency banking operations.
  • Understanding of compliance frameworks, risk management, and
  • regulatory reporting.

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