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Architect - CRM Platform

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Customer Experience & Digital
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NBA000062 Requisition #

Generic Accountability

  • Design and customize the MS Dynamic CRM solution based on business requirements and the roadmap for the platform

  • Collaborate with internal stakeholders to define requirements, deliverables, and set and manage expectations

  • Translate business requirements into well architected solutions that best leverage the CRM platform

  • Lead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between Channel’s current and desired end states

  • Manage the review of custom development, integrations, and data migration elements as part of an overall CRM implementation project

  • Research industry standards, trends, breakthroughs and best practices and drive the digital roadmap to advance digital effectiveness

  • Specify and convey requirements for custom code, integrations, and custom reports to development team and test completed solutions

  • Assess and propose the integration of new technologies into the platform to improve user interface, product performance and attractiveness

  • Typical responsibilities would include;

    • Map ‘as is’ and designing target operating model

    • Design ‘to be’ processes / structures / work flow management/ business solution

    • Develop and manage business requirement specification

  • Assist in the development of relevant new assets, tools and point of views

  • Lead specific project work streams

  • Work cross-functionally with Creative, Marketing and Product teams to launch and perpetuate this platform

  • Communicate and negotiate priorities with IT Team using in-depth knowledge and experience of technical delivery process

 

Minimum Qualification

  • Bachelor’s degree in business administration or equivalent experience

  • MBA preferred

Minimum Experience

  • Experience of 8+ yrs in financial services industry

  • Have a holistic view of the Chanel CRM landscape and impact of CRM Strategies on the Customer Data and the business

  • Should have a good understanding of Microsoft Dynamics 365, sharepoint and Power BI

  • Preferred certification: Microsoft Dynamics 365 Customization and Configuration

  • Knowledge of data integration tools and experience integrating CRM with different business systems (ETL, marketing automation, reporting, etc.)

  • Experience in process design, managing business requirements, solutioning, functional solution, testing, solution delivery lifecycle, change management

  • Strong organizational & management skills, ability to multi-task concurrent projects and help team adhere to deadlines

  • Ideally the candidate should have knowledge of design thinking process and have worked in a start-up/ fintech environment

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