Microsoft Dynamics Banking Professional

2 weeks ago

Lahore, Punjab, Pakistan beBeeMicrosoft Full time

We are seeking a seasoned professional to support the implementation, customization, and optimization of CRM solutions for a prominent banking client.

This role is based in Riyadh and demands a proactive CRM expert with strong domain knowledge, CRM platform expertise, and business stakeholder engagement capabilities.

  • Key Responsibilities:
    • Configure, customize, and maintain Microsoft Dynamics CRM to suit banking-specific requirements
    • Develop and optimize workflows, dashboards, reports, and custom fields aligned with retail/corporate banking needs
  • Domain-Driven CRM Design
    • Apply domain expertise to design CRM workflows related to KYC, customer onboarding, loan origination, and compliance processes
    • Support CRM integration with banking systems like Temenos, Finacle, and payment gateways
  • Stakeholder Engagement
    • Collaborate with sales, marketing, risk, and compliance teams to gather and translate requirements into technical solutions
    • Document user stories, functional specifications, and process improvements
    • Drive user adoption through training, demos, and documentation
Requirements
  • Must-Have Skills & Qualifications:
    • Banking Domain Expertise
    • Proven track record with CRM systems in the banking, fintech, or financial services industries
    • Solid understanding of core banking processes and compliance workflows
    • CRM Platform Proficiency
    • Hands-on experience with Microsoft Dynamics (preferred) or Salesforce
    • Ability to design and customize CRM functionalities to meet banking-specific business requirements
    • Business Analysis & Stakeholder Management
    • Skilled in requirements gathering, process documentation, and solution mapping
    • Strong interpersonal and communication skills for cross-functional collaboration
  • Good-to-Have Skills:
    • Technical Integration Knowledge
    • Understanding of CRM integrations with core banking platforms, payment gateways, and BI tools such as Power BI or Tableau
    • Certifications
    • CRM certifications (e.g., Microsoft Dynamics 365, Salesforce Administrator)
    • Business analysis or banking certifications (CBAP, PMI-PBA, AML, GDPR) are an added advantage
    • Advanced Data Analysis
    • Proficiency in Excel tools: Power Query, Power Pivot, VLOOKUP and other functions for data-driven reporting
Additional Details:
  • The position is onsite in Riyadh
  • Candidates must be able to join within 4 weeks
  • Strong communication and problem-solving skills are essential

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