Technical CRM Analyst

Project description

Customer is seeking a platform-neutral technical CRM Consultant / Business SME to lead business requirement definition and ensure the RFP reflects clear, outcome-driven, vendor-agnostic functional needs for Commercial & Investment Banking (CIB).

Responsibilities

• - Gathers business requirements from sales, marketing, and support teams and converts them into technical specifications for developers - Hands-on setup of CRM platforms, including custom fields, page layouts, views, business rules, security roles, and workflows (using tools like Power Automate or Salesforce Flow. - Manages data migrations, data quality/cleansing, reporting dashboards, and system integrations using APIs, SQL, or services like Azure. - Coordinates user acceptance testing (UAT), troubleshoots system defects, and supports agile delivery using platforms like Jira or Azure DevOps.

SKILLS

Must have

• 10-15 years of total experience with CRM technical experience of 8-12 years. Required Experience
• Strong CRM Technical background (banking/CIB preferred).
• Familiarity with CRM architecture, SQL, basic scripting/coding (like JavaScript or C# for advanced platforms), and cloud/automation services.
• Hands-on experience with major systems like Salesforce or Microsoft Dynamics 365 Customer Engagement ________________________________________ Key Skills CRM Technical Expertise Banking / CIB Domain Knowledge Requirement Translation System Configuration Integrations & Data Testing & Support

Nice to have

NA