CRM Consultant - Contractual Role
The ideal consultant will have the following experience:
- Prior experience in delivering highly successful and innovative technology products
- Experience in end-to-end ownership of the CRM implementation (full lifecycle from ideation to adoption) with complete accountability
- Proficiency with CRM platforms such as Salesforce, Microsoft Dynamics, or similar
- Strong understanding of CRM functionalities, particularly in Marketing Management and Customer Service modules.
- Experience with CRM customization, configuration, and integration with other systems
- Knowledge of data management, analytics, and reporting tools.
Relevant previous work in following areas:
- CRM Strategy and Vision: Continually assess the requirement of client, competitive landscape, opportunities and challenges in defining and evolving the implementation strategy
- Roadmap Planning: Ensure consistent execution of implementation lifecycle processes from design to go live. Provide value-based prioritization of development initiatives.
- Program manage CRM implementation: Create and drive program management trackers to drive technical development and integrations along with bank and vendor team
- Product Roll-out: Create and execute go-to-market plans for CRM modules. Monitor key performance metrics and identify improvement opportunities. Partner closely with the cross functional teams to drive adoption
Key skills and experience needed:
Basic Criteria and skills:
- Minimum 5 years of experience in CRM implementation and management.
- 4-5 years experience in CRM implementation preferably within the banking or financial services sector
- Proven track record of successfully delivering CRM projects in a corporate environment.
- Experience in the banking or financial services industry is preferred.
- Candidates with technical experience of digital channels integration, cloud implementation and DevSecOps preferred
- Good communication & client management skills
- Excellent project management and organizational skills.
- Strong analytical and problem-solving abilities.
- Effective communication and interpersonal skills.
- Ability to work collaboratively with cross-functional teams.
- Customer-centric mindset with a focus on delivering exceptional service.
Location: Delhi - On site
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