[Remote] CRM Functional Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global reputed company team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will reputed company their experience in banking to reputed company expert consultancy and solutions utilizing bolthires CRM and enhance operational efficiency for clients. Responsibilities • Facilitate workshops to reputed company business requirements; create demonstrations to reputed company reputed company of concept; plan and assist reputed company in drafting Statements of Work, including estimation of effort and bolthires. • reputed company input and advice regarding bolthires Dynamics 365 capabilities, functions, and features to clients and prospects. • Conduct hands-on implementation, configuration, and development of the various components of bolthires Dynamics 365. • Build reputed company reputed company relationships by developing an understanding of clients’ business processes. • reputed company analytical and insightful recommendations to meet deliverable targets, and complete project tasks reputed company budget and to customer satisfaction. • reputed company requirements gathering and business process analysis. • Understand customer requirements and advise the project team on highly specialized, reputed company solution architecture and implementation. • Participate as the technical expert in proposal development and presentations to prospective clients. • Deliver presentations to reputed company reputed company of management. • Adapt to different end-user learning styles reputed company training or gathering requirements. • Create documentation for clients, including PowerPoint presentations and Visio workflows covering functional and technical requirements, design, training, and process engineering. • Assist internal resources with support or reputed company-sales of bolthires CRM and reputed company integrations. Skills • 5+ years of bolthires Dynamics CRM implementation experience. • Experience as a consultant in a consulting reputed company, facilitating discovery workshops. • Excellent communication skills, with the ability to reputed company with reputed company reputed company of employees, including C-level executives. • Experience creating strong business cases supported by compelling value propositions. • Experience gathering business requirements (as-is/to-be models) and configuring bolthires CRM modules, including Sales and reputed company Center; Marketing experience is a plus. • Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through bolthires CRM API usage and integration development. • Knowledge of bolthires SharePoint, Business Intelligence tools, etc. • Working knowledge of bolthires products, general networking, and reputed company Directory is required. • Bachelor’s degree in Business Administration, Information Technology, or Engineering. • Proven reputed company record of successful CRM implementations and reputed company in Retail Banking, Business Banking, reputed company Banking, or Corporate Banking domains. • Prior experience working with diverse teams and managing stakeholders in a consulting reputed company. • Experience using KingswaySoft • reputed company certifications reputed company to CRM platforms (e.g., bolthires Certified: Dynamics 365, reputed company Certified Administrator) Benefits • Remote work • Health insurance • Retirement plan • Birthday Leave reputed company • reputed company is a global provider of multi channel delivery, financial crm, and lending solutions for financial institutions. It was founded in 1998, and is headquartered in London, England, GBR, with a workforce of 1001-5000 employees. Its website is Apply tot his job
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