Senior CRM Consultant
New
J
JobgetherFinancial Services
CanadaFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Project ManagementAgile methodologiesRESTful APIsData modelingCRM
Requirements
- Degree in Software Engineering, Information Technology, or a related field.
- 5+ years of experience in CRM consulting, implementation, and solution delivery.
- Strong understanding of CRM technical concepts, including APIs, data models, objects, field mapping, and integrations.
- Experience gathering requirements, facilitating workshops, delivering presentations, and managing client relationships.
- Proven experience working directly with external customers in a consulting environment.
- Strong understanding of business processes, project lifecycles, and agile methodologies.
- Valid CRM certification.
- Ability to lead strategic conversations while maintaining focus on execution and delivery.
- Experience implementing CRM solutions within financial services environments, such as banking or credit union organizations, is highly desirable.
- Strong problem-solving skills and the ability to manage complex client situations effectively.
Responsibilities
- Advise financial services organizations on CRM strategies, automation opportunities, and operational improvements.
- Analyze client processes, identify business requirements, and recommend CRM optimization opportunities.
- Design CRM system architectures, process maps, and detailed solution designs aligned with client needs.
- Translate business requirements into functional specifications and implementation plans.
- Develop training materials, facilitate workshops, and provide post-launch support to ensure successful adoption.
- Design workflows and automation solutions to improve efficiency and enhance customer experiences.
- Participate in agile ceremonies, maintain project documentation, and support timely delivery of CRM initiatives.
- Create release plans, define testing strategies, support quality assurance activities, and proactively resolve project challenges.
- Build strong relationships with external stakeholders through effective communication and strategic guidance.
- Contribute to CRM best practices, knowledge sharing, thought leadership, and mentorship of junior consultants.
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