CRM Consultant

Your Role

• Contribute being part of CRM transformation team undertaking Sales and Service Transformation engagements as an individual contributor/ lead a team to develop work product/ Solution and act as a subject matter expert on CX/CRM consulting projects.
• Conduct thorough assessments of clients' existing systems, processes, and customer engagement methods. Develop and visualize scenarios for the client problem, create a compelling storyline and recommend the best way forward.
• Requirement gathering, document analysis, storyboards, business process definition and description, process modelling, use cases, user stories definition, business analysis, product evaluation and share point of view.
• Stay updated with industry trends, emerging technologies, and best practices related to CRM and customer engagement.
• The candidate will also be expected to help drive the CRM Consulting & Advisory leadership in practice development viz creating CRM Industry specific assets and reusable assets, new CRM consulting offerings that solve the client business problems and drive new business developments/ pursuits through consultative selling.

Your Profile

• The candidate is expected to bring a mix of strong Industry knowledge (Banking, Finance, Energy, Retail etc.) and CRM domain orientation in Client engagements.
• Strong understanding of the Salesforce platform, experience with customization and configuration, and excellent communication and project management skills
• Work with clients to understand their business requirements and design customized Salesforce solutions
• Configure and customize the Salesforce platform, including creating custom fields, workflows, and reports.
• Decompose High Level Requirements into Functional Requirements and User Stories.
• Collaborate with business stakeholders for Requirement validation and documentation.
• Drives Requirement review and rationalization sessions with solution architects.