CRM functional consultant (Only W2)
Ampstek LLC
Saddle Brook, United States of America
yesterday
Role details
Contract type
Permanent contract Employment type
Full-time (> 32 hours) Working hours
Regular working hours Languages
English Experience level
SeniorJob location
Saddle Brook, United States of America
Tech stack
Microsoft Dynamics CRM
Systems Integration
Job description
? CRM Implementation
Nice to Have Skills:
? MS Dynamics
Detailed Job Description:
? Own the end-to-end functional design of CRM modules such as:
-
Partner & Opportunity Management
-
Corporate Onboarding Journeys
-
Customer 360 & Portfolio Views
? Validate features through UAT, ensuring high quality and alignment with business needs
? Define KPIs and success metrics for CRM adoption and usage.
? Work with business leaders to drive CRM adoption across relationship managers and operations teams.
Requirements
? Good to have knowledge of MS Dynamics
? Preferred Knowledge of regulatory frameworks: KYC, AML, FATCA, local compliance norms.
? Familiarity with system integrations such as LOS, Core Banking Systems