Microsoft Dynamics Banking Specialist

4 days ago

Lahore, Punjab, Pakistan beBee Careers Full time

We are seeking an experienced Microsoft Dynamics Engineer to support the implementation, customization, and optimization of CRM solutions for a banking client. This role demands a proactive CRM professional with strong domain knowledge, CRM platform expertise, and business stakeholder engagement capabilities.

The ideal candidate will have experience in configuring, customizing, and maintaining Microsoft Dynamics CRM to suit banking-specific requirements. They should also be able to develop and optimize workflows, dashboards, reports, and custom fields aligned with retail/corporate banking needs.

Key Responsibilities:
  • CRM Implementation & Customization
    • 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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