Role Overview This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs. You will work directly with financial services clients to understand their business needs and translate them into functional requirements. Key Responsibilities • Financial Services Expertise: Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation • Needs Analysis: Analyze client business processes to identify requirements and opportunities for CRM optimization. • Training & Support: Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption. • Process Improvement: Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement. • Solution Design and Architecture: Develop robust CRM system architectures and detailed designs based on client requirements. • Agile Methodology: Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope. • Strategic and Tactical Execution: Bridge strategic planning with hands-on implementation. Build release plans, develop solutions, and ensure quality assurance through testing plans. Proactively identify and resolve potential issues. • Knowledge Sharing: Contribute to the development of business applications and thought leadership content. Mentor junior consultants and support the growth of the CRM practice. • Problem Resolution: Address complex project challenges and manage conflict in dynamic client situations. Qualifications • Degree in Software Engineering, IT, or a related field. • Strong understanding of business process concepts and project lifecycles. • Valid CRM Certification. • Proven ability to lead strategic discussions and manage client relationships. • Ability to combine strategic thinking with practical execution. • Extensive knowledge and experience of implementation CRM solutions in Financial Services industry. i.e Banks and Credit Unions. You Receive • Competitive salary. • Annual performance and salary review. • 3 weeks of vacation and 4 personal/sick days. • Healthcare/full benefits are normally available after three months, with potential flexibility. • Flexible schedules. • Professional development through training opportunities. • Social activities.