CRM Architect

Overview

We are seeking a proactive and growth-driven CRM Architect to support our VIP and Growth teams by managing the implementation, configuration, and ongoing support of a dedicated CRM platform. The ideal candidate will possess expertise in CRM solutions (e.g., Salesforce), have a strategic mindset for solving business challenges, and act as a thought partner in scaling the VIP program and growth-focused initiatives. This role will play a critical part in delivering a best-in-class experience for our relationship managers, our high-value clients and enabling business growth through the CRM system.

Responsibilities

• Serve as the primary architect for the CRM platform, overseeing day-to-day configuration, user support, and system optimization
• Design and customize CRM objects, fields, workflows, reports, dashboards, and page layouts to address evolving business needs
• Collaborate with internal stakeholders to gather insights and translate requirements into CRM solutions that align with growth and VIP strategies
• Implement improvements to enhance the usability, efficiency, and accuracy of the CRM platform for both the VIP team and broader business functions
• Ensure high data integrity by creating validation rules, implementing data governance processes, and conducting regular audits
• Provide user training and ongoing support to promote the adoption of best practices and maximize the value of the CRM system
• Monitor system performance, troubleshoot issues, and ensure the seamless operation of the CRM platform
• Stay updated on emerging CRM capabilities and updates, recommending innovations that support business growth and VIP offerings
• Support the development of actionable reporting and analytics, enabling the VIP and Growth teams to make data-informed decisions
• Maintain thorough documentation of processes, configurations, and system changes to ensure operational continuity and transparency

Requirements Development & Architecture

Integrations & APIs

Security & Compliance

Scalability & Performance

Operations & Governance

Soft Skills

Nice to Have

Seniority level

Employment type

Job function

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