Description
The role designs and implements custom CRM solutions for financial services clients, including banks and credit unions. Responsibilities include requirements analysis, CRM architecture and workflow design, process automation, training, post-go-live support, agile project delivery, quality assurance, client relationship management, and mentoring junior consultants. The position requires a degree in software engineering, IT, or a related field, at least five years of CRM consulting and implementation experience, CRM certification, and extensive financial-services implementation experience.
