Functional Consultant - Financial Services

Solutions Metrix Senior Functional CRM Consultant - Product Owner for Financial Services Overview: This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs. You will work directly with financial services clients to understand their business needs and translate them into functional requirements. Key Responsibilities Financial Services Expertise: Provide expert advice for Banks and Credit Unions to optimize and improve their financial processes, leveraging industry best practices and innovative technologies. This includes developing tailored solutions that address specific pain points, such as process automation, data analytics, and customer engagement strategies. You will also collaborate with cross-functional teams to ensure seamless integration of CRM systems with other business applications. Additionally, you will be responsible for managing the development and implementation of custom CRM solutions, ensuring timely delivery and high-quality results. Key Requirements: Strong understanding of financial services industry trends and regulations; Excellent communication and interpersonal skills; Ability to work independently and collaboratively as part of a team; Experience with CRM systems and their integration with other business applications; Familiarity with data analytics tools and techniques; Knowledge of process automation technologies and methodologies; Certification in CRM or related field is an asset. Benefits: Competitive salary and benefits package; Opportunities for professional growth and development; Collaborative and dynamic work environment; Flexible working arrangements to support work-life balance.