- Engage with technical teams to ensure alignment between business needs and product development.
- Ensure thorough documentation and traceability of requirements throughout the product development lifecycle.
- Collaborate with stakeholders to gather and document business requirements, translating them into clear user stories, use cases, and functional specifications.
- Work closely with the design and development teams to create blueprints and UI designs for CRM/SaaS applications, ensuring they meet business goals and user expectations.
- Conduct user experience research to optimize design and functionality.
- Provide guidance on design best practices for CRM and SaaS platforms to improve user experience and overall product usability
Qualifications and Requirements:
- Graduate in any discipline with IT related course
- Experience in Banking domain is MUST
- Functional knowledge on all CRM modules like Sales, Customer Service, Marketing & Field Service etc.
- Experience working as functional consultant in minimum 4-5 CRM implementations
- Strong ability to drive the discussions with Business Analyst, Product owners and customers
- Analyze and document current business processes, workflows, and systems
- Collaborate with stakeholders to define business requirements and functional specifications
- Create and maintain project documentation, including process flows, user stories, and use cases
- Work with the Dynamics 365 CRM Functional and Technical Consultants to design and configure solutions that meet the client’s business needs
- Provide guidance and support to clients during the implementation process, including training and troubleshooting
- Provide support to clients during testing and go-live phases
- Keep up-to-date with the latest industry developments and product updates related to Dynamics 365 CRM
- Ability to configure OOB features in CRM· Ability to translate business problems to functional requirements
- Map requirements to functional modules
- Ability to make fit gap analysis
- Demonstration skills to explain the functional approach to technical team
- Excellent communication skills
- Knowledge on Power platform – PowerApps, Power Automate, PVA· Documentation skills to write FDD, wire frames, Visio and process documents.
- Knowledge on CRM Integrations, best practices, and DevOps
Customer-Facing Support:
- Proactively engage with customers to understand their pain points and provide actionable solutions that align with the product's capabilities.
- Provide end-user training, conduct workshops, and create educational materials to help customers effectively adopt and use the product.
- Act as a trusted advisor, helping clients leverage the product to achieve their goals.
Go-Live & Post-Go-Live Support:
- Oversee the go-live process, ensuring smooth product deployment with minimal disruption to clients.
- Provide post-launch support, troubleshooting issues, gathering feedback, and resolving customer inquiries in a timely manner.
- Ensure continuous product performance and assist customers in troubleshooting and adopting new features or updates.
Customer Service & Relationship Management:
- Develop and nurture strong relationships with clients to drive customer satisfaction and long-term success.
- Gather continuous feedback from clients to ensure the product evolves in alignment with their needs.
Collaborate with cross-functional teams (sales, product, development) to relay customer insights that inform product improvements