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Functional CRM Analyst

Luxoft
Abu Dhabi, UAE
Full-time
Senior · 10–15 years experience
Onsite
Discovered Today
Need a strong functional CRM consultant with 10-15 years of experience. • Strong CRM functional background (banking/CIB preferred). • Experience in requirements structuring. • Experience running vendor or platform assessments. • Strong workshop facilitation and stakeholder engagement skills. ____________________________________ Key Skills Business Process Design CRM Functional Expertise (platform-neutral mindset) Banking / CIB Domain Knowledge Requirements Capturing and Structuring Vendor Evaluation Support Stakeholder Facilitation Analytical Documentation

Full Job Posting

Responsibilities

  • Business & Process Assessment: • Lead workshops with Corporate and Investment Banking stakeholders to capture: o Relationship management needs o Client onboarding journey o Credit lifecycle touchpoints o Deal and pipeline tracking o Servicing, complaints, and SLAs o Client communications and interaction history • Document current-state pain points and target-state expectations. Functional Scope Definition: • Build a functional requirements catalogue that is: o Platform-neutral o Prioritized (Must / Should / Could) o Written in measurable, testable language • Define user personas, roles, and service volumes. • Clearly document scope boundaries and assumptions. Customer & Service Journey Design: • Define end-to-end journeys and key business flows. • Capture SLA and escalation requirements. • Define operational KPIs and reporting expectations. RFP Authoring & Vendor Evaluation Support: • Draft the functional sections of the RFP. • Define demo scenarios that vendors must follow. • Support evaluation of vendor responses from a business capability perspective. • Identify functional gaps, risks, and process impacts. Change & Adoption Considerations: • Identify organizational and process change implications. • Outline training and adoption needs. • Highlight dependencies on policy, governance, or operating model. Reporting & Outputs: • Functional requirements pack • Process and journey documentation • Demo scripts and scoring criteria • Functional gap and risk log • Input into final assessment recommendation
  • Business & Process Assessment:
  • Lead workshops with Corporate and Investment Banking stakeholders to capture:
  • o Relationship management needs
  • o Client onboarding journey
  • o Credit lifecycle touchpoints
  • o Deal and pipeline tracking
  • o Servicing, complaints, and SLAs
  • o Client communications and interaction history
  • Document current-state pain points and target-state expectations.
  • Functional Scope Definition:
  • Build a functional requirements catalogue that is:
  • o Platform-neutral
  • o Prioritized (Must / Should / Could)
  • o Written in measurable, testable language
  • Define user personas, roles, and service volumes.
  • Clearly document scope boundaries and assumptions.
  • Customer & Service Journey Design:
  • Define end-to-end journeys and key business flows.
  • Capture SLA and escalation requirements.
  • Define operational KPIs and reporting expectations.
  • RFP Authoring & Vendor Evaluation Support:
  • Draft the functional sections of the RFP.
  • Define demo scenarios that vendors must follow.
  • Support evaluation of vendor responses from a business capability perspective.
  • Identify functional gaps, risks, and process impacts.
  • Change & Adoption Considerations:
  • Identify organizational and process change implications.
  • Outline training and adoption needs.
  • Highlight dependencies on policy, governance, or operating model.
  • Reporting & Outputs:
  • Functional requirements pack
  • Process and journey documentation
  • Demo scripts and scoring criteria
  • Functional gap and risk log
  • Input into final assessment recommendation

Skills

  • Need a strong functional CRM consultant with 10-15 years of experience. • Strong CRM functional background (banking/CIB preferred). • Experience in requirements structuring. • Experience running vendor or platform assessments. • Strong workshop facilitation and stakeholder engagement skills. ________________________________ Key Skills Business Process Design CRM Functional Expertise (platform-neutral mindset) Banking / CIB Domain Knowledge Requirements Capturing and Structuring Vendor Evaluation Support Stakeholder Facilitation Analytical Documentation

Qualifications

  • Must have
  • Need a strong functional CRM consultant with 10-15 years of experience.
  • Experience in requirements structuring.
  • Experience running vendor or platform assessments.
  • Strong workshop facilitation and stakeholder engagement skills. ________________________________ Key Skills Business Process Design CRM Functional Expertise (platform-neutral mindset) Banking / CIB Domain Knowledge Requirements Capturing and Structuring Vendor Evaluation Support Stakeholder Facilitation Analytical Documentation

Preferred Qualifications

  • Strong CRM functional background (banking/CIB preferred).

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