Technical CRM Analyst

Project description

Customer is seeking a platform-neutral technical CRM Consultant / Business SME to lead business requirement definition and ensure the RFP reflects clear, outcome-driven, vendor-agnostic functional needs for Commercial & Investment Banking (CIB).

Responsibilities

Gathers business requirements from sales, marketing, and support teams and converts them into technical specifications for developers

Hands-on setup of CRM platforms, including custom fields, page layouts, views, business rules, security roles, and workflows (using tools like Power Automate or Salesforce Flow.

Manages data migrations, data quality/cleansing, reporting dashboards, and system integrations using APIs, SQL, or services like Azure.

Coordinates user acceptance testing (UAT), troubleshoots system defects, and supports agile delivery using platforms like Jira or Azure DevOps.

Skills

Must have

10-15 years of total experience with CRM technical experience of 8-12 years.

Required Experience

Strong CRM Technical background (banking/CIB preferred).

Familiarity with CRM architecture, SQL, basic scripting/coding (like JavaScript or C# for advanced platforms), and cloud/automation services.

Hands-on experience with major systems like Salesforce or Microsoft Dynamics 365 Customer Engagement

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Key Skills

CRM Technical Expertise

Banking / CIB Domain Knowledge

Requirement Translation

System Configuration

Integrations & Data

Testing & Support

Nice to have

NA

Other

Languages

English: C2 Proficient

Seniority

Senior

Abu Dhabi, United Arab Emirates

Req. VR-125733

Other Packaged Software

BCM Industry

26/10/2026

Req. VR-125733