[Remote] CRM Functional Consultant

Note: The job is a remote job and is open to candidates in USA. VeriPark is a global professional team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will leverage their experience in banking to provide expert consultancy and solutions utilizing arenaflex CRM and enhance operational efficiency for clients.

Responsibilities

• Facilitate workshops to develop business requirements; create demonstrations to provide proof of concept; plan and assist the team in drafting Statements of Work, including estimation of effort and arenaflex
• Provide input and advice regarding arenaflex Dynamics 365 capabilities, functions, and features to clients and prospects
• Conduct hands-on implementation, configuration, and development of the various components of arenaflex Dynamics 365
• Build positive client relationships by developing an understanding of clients’ business processes
• Develop analytical and insightful recommendations to meet deliverable targets, and complete project tasks within budget and to customer satisfaction
• Perform requirements gathering and business process analysis
• Understand customer requirements and advise the project team on highly specialized, complex solution architecture and implementation
• Participate as the technical expert in proposal development and presentations to prospective clients
• Deliver presentations to all levels of management
• Adapt to different end-user learning styles when 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 pre-sales of arenaflex CRM and related integrations Skills
• 5+ years of arenaflex Dynamics CRM implementation experience
• Experience as a consultant in a consulting practice, facilitating discovery workshops
• Excellent communication skills, with the ability to interact with all levels 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 arenaflex CRM modules, including Sales and Call Center; Marketing experience is a plus
• Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through arenaflex CRM API usage and integration development
• Knowledge of arenaflex SharePoint, Business Intelligence tools, etc
• Working knowledge of arenaflex products, general networking, and Active Directory is required
• Bachelor's degree in Business Administration, Information Technology, or Engineering
• Proven track record of successful CRM implementations and projects in Retail Banking, Business Banking, Commercial Banking, or Corporate Banking domains
• Prior experience working with diverse teams and managing stakeholders in a consulting capacity
• Experience using KingswaySoft
• Professional certifications related to CRM platforms (e.g., arenaflex Certified: Dynamics 365, Salesforce Certified Administrator)

Benefits

• Comprehensive benefits package, including remote work, health insurance, retirement plan
• Birthday Leave, Because You Matter
• Opportunities; webinars, and in-house training sessions
• Remote work with in-person meetups, online events, and open knowledge sharing Company Overview
• VeriPark 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 Apply tot his job

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