Dein persönlicher KI-Karriere-Agent
Designing and executing tailored customer lifecycle strategies at a global financial services consultancy, focusing on digital onboarding for private clients and SMEs. Expertise in digital onboarding for private clients and SMEs, Master's degree or certifications (BSI, Salesforce, Dynamics) a plus. Diverse project portfolio across global financial institutions.
Anforderungen
- Bachelor's degree in computer science or related field
- Master's degree or professional certifications (e.g., BSI, Salesforce, Microsoft Dynamics) is a plus
- Knowledge of different business lines of a bank
- Expertise in digital onboarding processes for private clients and SMEs
- Proficient in optimizing and managing digital channels for client engagement
- Experience in implementing digital advisory services and omnichannel strategies
- Strong skills in digital marketing and customer relationship management
- Experience with CLM tools, such as Salesforce, BSI, HubSpot, EngageBay, Wealth Dynamix
- Previous project experience in rolling out CRM tools/client reporting tools
- "Can-do" attitude and strong passion for business improvement
- Strong problem-solving and business analysis skills
- Fluent in English and French with presentation skills
Aufgaben
- Design and execute tailored CLM strategies
- Optimize customer value and engagement
- Strengthen and expand the client network
- Deliver excellent content and manage relationships
- Conduct business analysis to define clear requirements
- Follow up on business requirements and conduct testing
- Report progress and issues to key stakeholders
- Support teams in quickly resolving issues
- Build use cases for test cases
- Coordinate business testing with IT and business teams
- Update senior management on CLM strategy progress
- Provide reports and insights on effectiveness
- Collaborate with the CLM team to refine best practices
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- Salesforce
- BSI
- HubSpot
- EngageBay
- Wealth Dynamix
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Designing and executing tailored customer lifecycle strategies at a global financial services consultancy, focusing on digital onboarding for private clients and SMEs. Expertise in digital onboarding for private clients and SMEs, Master's degree or certifications (BSI, Salesforce, Dynamics) a plus. Diverse project portfolio across global financial institutions.
Anforderungen
- Bachelor's degree in computer science or related field
- Master's degree or professional certifications (e.g., BSI, Salesforce, Microsoft Dynamics) is a plus
- Knowledge of different business lines of a bank
- Expertise in digital onboarding processes for private clients and SMEs
- Proficient in optimizing and managing digital channels for client engagement
- Experience in implementing digital advisory services and omnichannel strategies
- Strong skills in digital marketing and customer relationship management
- Experience with CLM tools, such as Salesforce, BSI, HubSpot, EngageBay, Wealth Dynamix
- Previous project experience in rolling out CRM tools/client reporting tools
- "Can-do" attitude and strong passion for business improvement
- Strong problem-solving and business analysis skills
- Fluent in English and French with presentation skills
Aufgaben
- Design and execute tailored CLM strategies
- Optimize customer value and engagement
- Strengthen and expand the client network
- Deliver excellent content and manage relationships
- Conduct business analysis to define clear requirements
- Follow up on business requirements and conduct testing
- Report progress and issues to key stakeholders
- Support teams in quickly resolving issues
- Build use cases for test cases
- Coordinate business testing with IT and business teams
- Update senior management on CLM strategy progress
- Provide reports and insights on effectiveness
- Collaborate with the CLM team to refine best practices
Berufserfahrung
- ca. 1 - 4 Jahre
Ausbildung
- Bachelor-AbschlussODER
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Französisch – verhandlungssicher
Tools & Technologien
- Salesforce
- BSI
- HubSpot
- EngageBay
- Wealth Dynamix
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Capco
Branche
Consulting
Beschreibung
Das Unternehmen ist eine globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche und entwickelt maßgeschneiderte Lösungen.
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