Microsoft Dynamics Banking Solution Architect

7 days ago

Lahore, Punjab, Pakistan beBee Careers Full time
Job Description:

We are seeking a skilled Microsoft Dynamics Engineer to support the implementation, customization, and optimization of CRM solutions for our client in the banking domain.

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.
      Job Type:
      • Full-time
      Work Type:
      • On-site

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