CRM Business Architect

  • Full-time

Company Description

We are a top-tier consulting firm. The sheer scale of our capabilities and client engagements, and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow and advance.

Our Distribution and Marketing Business Service helps Financial Services organizations to enhance customer engagement, grow revenues, cut cost-to serve, and stay ahead of the market. Our unique blend of innovative digital thinking, financial services expertise and market-leading technology is coupled with a comprehensive breadth of skills, a global footprint, and a network of nearly 50,000 financial services professionals with wide-ranging experience in developing, delivering and managing strategies and solutions. These capabilities and assets enable us to generate growth and create new business models that drive high performance across our clients’ organizations.

Job Description

We are seeking Customer Relationship Management (CRM) Professionals to work with the business process and development teams to design, implement and deploy CRM technologies to a wide variety of financial services clients (E.g. Banking, Insurance, Capital Markets) at the enterprise level.

You will design marketing, sales, and service business processes that align and take advantage of the CRM vendor capabilities. You will create and effectively demonstrate solutions that address customer requirements and align with the business strategy.

Qualifications

Must-haves:

  • Bachelor’s Degree
  • Minimum of 6 years of CRM systems implementation experience in one or more of the financial services areas (Banking, Capital Markets, or Insurance)
  • Minimum of 4 years of experience with at least one of the following CRM tools: SalesForce.com, Pega, or CRM Microsoft Dynamics
  • Proven ability to build, manage and foster a team-oriented environment
  • Proven ability to work creatively and analytically in a problem-solving environment
  • Excellent leadership and management skills and project management experience
  • Excellent leadership, communication (written and oral) and interpersonal skills
  • Call center experience
  • Ability to travel to clients sites Monday – Friday

Pluses

  • Consulting experience, ideally with a top-tier consulting firm
  • Salesforce.com or other CRM technology Certification

Additional Information

All candidates must reside and have a right to work in the USA, without the need of current or future sponsorship. 

Travel Monday – Friday is required.

Candidates should live or be willing to relocate at their own expense to one of the core locations: New York – NY, Charlotte – NC, San Francisco – CA, Chicago – IL