Product Owner - Banking CRM Solutions
Qualis1 Inc
Fairview, United States of America
yesterday
Role details
Contract type
Temporary contract Employment type
Full-time (> 32 hours) Working hours
Regular working hours Languages
English Experience level
SeniorJob location
Fairview, United States of America
Tech stack
Microsoft Dynamics CRM
Systems Integration
Job description
- Own the end-to-end functional design of CRM modules including:
- Partner & Opportunity Management
- Corporate Onboarding Journeys
- Customer 360 & Portfolio Views
- Validate features through UAT to ensure quality and business alignment
- Define KPIs and success metrics for CRM adoption and usage
- Collaborate with business leaders to drive CRM adoption across relationship managers and operations teams
- Work closely with cross-functional teams and stakeholders throughout the implementation lifecycle
Requirements
Preferred Experience
- Knowledge of MS Dynamics CRM
- Understanding of regulatory frameworks such as KYC, AML, FATCA, and local compliance norms
- Familiarity with integrations involving LOS and Core Banking Systems
- Experience in Cards and Payments domain is preferred