Functional Consultant - Financial Services

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 wo...