Job Description
Solutions Metrix
Senior Functional CRM Consultant - Product Owner for Financial Services
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...
Senior Functional CRM Consultant - Product Owner for Financial Services
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...
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