Senior Specialist
2 weeks ago
Qualifications
Education:
Bachelors degree in computer science Information Technology or a related field. Masters degree or certifications (e.g. Salesforce Administrator Microsoft Dynamics 365) are a plus.
Experience:
57 years in application support with 3 years focused on CRM systems in banking fintech or financial services.
Expertise in CRM platforms (e.g. Salesforce Microsoft Dynamics SAP CRM) and integration with banking ecosystems (core banking loan origination).
Proficiency in SQL data migration tools (e.g. Informatica) and scripting (Python PowerShell) for automation.
Technical Skills:
Advanced troubleshooting in CRM environments including workflow automation Apex/SOQL (Salesforce) or Dynamics 365 customization.
Knowledge of APIs ETL processes and cloud platforms (AWS Azure).
Familiarity with DevOps practices and CI/CD pipelines for CRM deployments.
Soft Skills:
Strong leadership problemsolving and decisionmaking abilities.
Excellent communication skills to engage technical teams executives and business stakeholders.
Ability to manage competing priorities in a fastpaced regulated environment.
Key Competencies
CRM Platform Mastery (Salesforce Dynamics etc.)
Incident Management & Technical Leadership
Regulatory Compliance & Data Security
Process Automation & Innovation
Stakeholder Collaboration & Mentorship
Responsibilities
CRM System Leadership & Support:
Provide Level 3 support for critical incidents in CRM systems including data integration errors workflow failures and performance bottlenecks.
Lead root cause analysis (RCA) and implement longterm solutions to minimize downtime and enhance system reliability.
Mentor junior support staff and oversee incident resolution to meet SLAs and business expectations.
System Optimization & Integration:
Design and optimize CRM workflows customer segmentation rules and omnichannel engagement strategies (e.g. email mobile chat).
Integrate CRM platforms with core banking systems marketing automation tools and thirdparty applications via APIs (REST/SOAP) and middleware.
Monitor system performance using tools like Splunk Salesforce Health Cloud or Dynatrace and implement proactive improvements.
Compliance & Data Governance:
Ensure CRM systems comply with GDPR CCPA PCIDSS and other regulatory standards for customer data privacy and security.
Implement rolebased access controls encryption and audit trails to protect sensitive customer information.
Lead CRMrelated audits vulnerability assessments and remediation activities.
Strategic Collaboration & Innovation:
Partner with business units (e.g. Marketing Sales Customer Service) to translate requirements into CRM solutions such as AIdriven customer insights or automated campaign management.
Document system architectures disaster recovery plans and governance frameworks for crossdepartmental alignment.
Drive adoption of advanced CRM features (e.g. predictive analytics chatbots) and cloud migration strategies (e.g. Salesforce SaaS).
Continuous Improvement & Training:
Identify automation opportunities (e.g. RPA for data entry AIpowered lead scoring) to streamline operations.
Train business users and support teams on CRM functionalities best practices and new feature rollouts.
Joining time frame: 2 weeks (maximum 1 month)
Should you be interested in this opportunity please send your latest resume in MS Word format at the earliest
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