finance. Merchant West advisory products extend to investment strategies, private wealth management and treasury administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system
clients
finance. Merchant West advisory products extend to investment strategies, private wealth management and treasury administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business within the CRM system - Plan and execute data migration projects to transfer data to and from the CRM system
your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized service and have an even bigger passion for the investment world. You thrive in a fast-paced environment ensuring the seamless execution of banking and investment transactions. From opening and closing accounts reconciling investment positions. You'll enjoy the challenge of managing various administrative tasks independently
transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
Customize:
Design and implement customized CRM solutions to meet business requirements.
Integrate
/>Integrate Systems:
Seamlessly integrate CRM with other enterprise applications.
Optimize Data
/>Work closely with cross-functional teams to enhance CRM functionalities.
Qualifications:
3+ years of CRM development experience.
Proficiency with CRM platforms (e.g., Salesforce
dynamic and innovative team.
- Drive impactful CRM solutions that enhance business operations.
and Customize:** Design and implement customized CRM solutions to meet business requirements.
- **Integrate
**Integrate Systems:** Seamlessly integrate CRM with other enterprise applications.
- **Optimize
Work closely with cross-functional teams to enhance CRM functionalities.
**Qualifications:**
- 3+ years of CRM development experience.
- Proficiency with CRM platforms (e.g., Salesforce
dynamic and innovative team.
- Drive impactful CRM solutions that enhance business operations.
Description:JOB PURPOSE
The Lead CRM is responsible for overseeing the implementation
strategic use of the Customer Relationship Management (CRM) system to enhance customer engagement, sales effectiveness
processes. This role plays a critical part in driving CRM strategy and maximizing the value of customer data
/>
CRM Strategy and Roadmap
Do:
- Develop and execute innovative CRM strategies to boost customer acquisition, retention
/>- Lead the implementation and customization of CRM solutions to optimize performance and data quality
cross-functional teams to align CRM initiatives with business goals.
- Utilize CRM data for insightful analytics
and data-driven decision-making.
- Integrate CRM with other business systems and implement workflow
IT, Computer Science, Data Science, Business Administration, or a related field (Masters degree or relevant
and optimization of customer processes Advice on a CRM vision and roadmap based on added value to the client's and optimization of customer processes Advice on a CRM vision and roadmap based on added value to the client's