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CA
Capco
2mo ago

CLM Expert(m/w/x)

Genf
Full-timeOn-siteExperienced

Description

In this role, you will leverage innovative strategies to enhance customer lifecycle management while actively engaging with clients and ensuring the successful implementation of solutions. Your day-to-day responsibilities will involve analyzing business needs, coordinating testing, and providing valuable insights to senior management.

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Requirements

  • •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

Education

Bachelor's degree
OR
Master's degree

Work Experience

approx. 1 - 4 years

Tasks

  • •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

Tools & Technologies

SalesforceBSIHubSpotEngageBayWealth Dynamix

Languages

English – Business Fluent

French – Business Fluent

Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Capco and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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