6 Crm Systems jobs in Kochi

Hiring For USA based Multinational Company

We are seeking a highly skilled and detail-oriented CRM Business Analyst to join our team. In this role, you will serve as a bridge between business stakeholders and the technical team to ensure that our CRM solutions meet business needs and drive customer success. You will work closely with marketing, sales, customer service, and IT teams to define CRM requirements, optimize processes, and deliver impactful solutions to enhance customer relationships and business performance.

• Collaborate with business stakeholders to understand CRM needs, goals, and processes across sales, marketing, and customer service teams.
• Document and prioritize business requirements, ensuring alignment with CRM objectives.
• Define system features, workflows, and business processes, ensuring they are mapped to CRM capabilities.
• Work with technical teams to configure and customize CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot) based on business requirements.
• Provide recommendations on CRM best practices and tools that optimize customer relationship management and drive business growth.
• Monitor CRM performance and identify areas for improvement in functionality, usability, and integration.
• Analyze and streamline existing customer-related processes, identifying bottlenecks, inefficiencies, and opportunities for automation.
• Work closely with functional teams (sales, marketing, customer service) to ensure the CRM solution supports and enhances day-to-day operations.
• Develop workflows, process maps, and user stories for CRM implementation or updates.
• Analyze CRM data to provide actionable insights into customer behavior, sales trends, marketing effectiveness, and customer satisfaction.
• Design and develop dashboards, reports, and performance metrics for stakeholders.
• Support data quality initiatives and ensure CRM data integrity, accuracy, and consistency.
• Provide training and ongoing support for CRM users across different departments.
• Create user manuals, training materials, and best practice guides for CRM users.
• Troubleshoot CRM-related issues and provide timely solutions to end-users.
• Manage CRM-related projects, from requirements gathering to implementation and go-live, ensuring timelines, budgets, and resources are effectively managed.
• Collaborate with project managers, developers, and other team members to ensure successful project execution.
• Perform user acceptance testing (UAT) to ensure new features meet business needs and function as expected.

We enable financial institutions to become digital leaders.

As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we learn amazing things every day. Each code, each voice, each contribution, each challenge, each success is celebrated here.

We welcome candidates who share our values, have the skills and are passionate to enjoy our journey to build the digital future of finance, together.

About The Job:

We are seeking an experienced Product Director to lead our VeriTouch Financial CRM solution, built on Microsoft Dynamics 365 and the Power Platform . The ideal candidate will have extensive experience delivering CRM solutions within the Financial Services industry, coupled with a deep understanding of Customer Engagement , Customer Onboarding , Sales , and Customer Service concepts, and their applications in Financial Services. This role involves envisioning, prioritizing, and developing the features and functions of the VeriTouch product to meet the needs of both customers and internal stakeholders.

What You Will Be Doing:

• Product Leadership: Lead the product team and establish the product vision. Prioritize tasks to ensure alignment with customer and stakeholder needs. Direct reports include Business Analyst, Quality Assurance, Product Engineering, and UI/UX teams.
• Strategic Roadmap: Develop and maintain a product roadmap that aligns with company goals and objectives.
• Feature Definition: Define and prioritize product features based on business requirements, customer feedback, and project delivery team inputs.
• Guiding Vision: Create a clear product vision and goals to guide product team and stakeholders.
• Backlog Prioritization: Manage and prioritize the product backlog, ensuring that tasks deliver maximum business and customer value.
• Agile Collaboration: Actively participate in Agile/Scrum ceremonies, including sprint planning, reviews, and retrospectives, to provide feedback, accept deliverables, and adjust the product backlog as needed.
• Stakeholder Communication: Serve as a bridge between product teams and stakeholders, ensuring clear understanding of product vision and requirements across all parties.
• Documentation and Assets: Oversee the creation and maintenance of product assets, including functional requirements, test cases, implementation guides, user guides, trainings and others.
• Market Research: Conduct market research and competitive analysis to identify new product opportunities and improvements for existing products.
• Performance Monitoring: Monitor and analyze product performance metrics to identify areas for enhancement.
• Sales Support: Provide guidance and support to sales and pre-sales teams, including defining sales plans and articulating the product's value proposition to customers.
• Project Support: Collaborate with professional services teams to support projects implementing the product.
• Customer Success Collaboration: Assist the customer success team with roadmap presentations, obtaining product feedback, and providing pre-sales support for product features.
• Industry Engagement: Attend sales meetings, pre-sales discussions, and marketing events as required.
• Technology Application: Assess emerging technologies and their applicability to business needs.
• Business Cases: Prepare business cases in collaboration with stakeholders and oversee their implementation with the development team.

What We Are Looking For:

• Experience: 15+ years of experience in software product development and solution delivery within the Banking and Financial Services industry, leveraging Microsoft Dynamics 365 and the Power Platform.
• CRM Expertise: Proven track record of delivering CRM solutions with a strong understanding of Customer Engagement, Customer Onboarding, Sales, Customer Service, and Marketing concepts in Financial Services.
• Collaboration Skills: Exceptional ability to collaborate with executive leadership, internal teams, and external partners/agencies to develop and execute cohesive strategies.
• Team Leadership: Demonstrated experience successfully managing product teams and delivering impactful solutions.
• Regulatory Knowledge: Deep understanding of regulatory frameworks and compliance requirements in the banking industry.
• Agile Methodology: Expertise in Agile/Scrum methodologies; certifications such as PMP and ITIL are advantageous but not mandatory.
• Communication: Excellent written and verbal communication skills, with the ability to work effectively in cross-functional teams.

What we are offering?

• Performance-Linked Bonus: Your hard work doesn't go unnoticed! Enjoy a performance-linked bonus as a testament to your dedication!
• Rewards Beyond the Job: Enjoy a comprehensive benefits package, including Remote Work Support, Health Insurance, Care Program, and Online Psychological Support. We care you!
• Birthday Leave, Because You Matter: We value your special moments! Take the day off on your birthday and treat yourself.
• Global Impact, Cutting-Edge Tech: Immerse yourself in global projects with top-tier clients and stay ahead with cutting-edge technologies. Your skills will shape the future of our industry.
• Unleash Your Potential: Develop yourself with VeriPark Academy opportunities; webinars, and in-house training sessions.
• Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity.
• Together Culture: Even in a remote world, we cultivate connections through engaging face-to-face gatherings as well as online fun events. Special information sharing environment where you can update & align yourself.

About VeriPark:

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni-channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.

With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 1000+ colleagues are serving customers in more than 30 countries worldwide.

Qualifications and Skills

• Proficiency in CRM tools such as Salesforce, HubSpot, and Zoho CRM is required to manage customer data effectively.
• A good understanding of Microsoft Dynamics 365 to facilitate seamless CRM software integration processes.
• Experience or knowledge in customer data analytics to analyze, interpret, and utilize customer data for strategic purposes.
• Expertise in CRM software integration for ensuring smooth data flow and system compatibility across platforms.
• Competency in lead management to handle and optimize lead capture and conversion rates systematically.
• Familiarity with marketing automation tools to automate repetitive tasks and manage multichannel campaigns efficiently.
• Strong communication and interpersonal skills to foster positive relationships with clients and team members.
• Ability to work collaboratively in a fast-paced environment while maintaining attention to detail and accuracy.

Roles and Responsibilities

• Manage and maintain customer relationships, ensuring high levels of satisfaction and retention.
• Utilize CRM tools to track and document customer interactions, providing insights for continuous improvement.
• Analyze customer data to develop strategies for upselling and cross-selling in alignment with sales goals.
• Collaborate with sales and marketing teams to enhance lead management and customer acquisition processes.
• Implement CRM software updates and integrations, ensuring seamless operations and data flow.
• Assist in the development and execution of marketing automation strategies to maximize engagement.
• Provide training to team members on CRM usage and best practices to enhance overall productivity.
• Monitor market trends and customer feedback to proactively address issues and identify growth opportunities.

Hiring For USA based Multinational Company

We are seeking a highly skilled and detail-oriented CRM Business Analyst to join our team. In this role, you will serve as a bridge between business stakeholders and the technical team to ensure that our CRM solutions meet business needs and drive customer success. You will work closely with marketing, sales, customer service, and IT teams to define CRM requirements, optimize processes, and deliver impactful solutions to enhance customer relationships and business performance.

• Collaborate with business stakeholders to understand CRM needs, goals, and processes across sales, marketing, and customer service teams.
• Document and prioritize business requirements, ensuring alignment with CRM objectives.
• Define system features, workflows, and business processes, ensuring they are mapped to CRM capabilities.
• Work with technical teams to configure and customize CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot) based on business requirements.
• Provide recommendations on CRM best practices and tools that optimize customer relationship management and drive business growth.
• Monitor CRM performance and identify areas for improvement in functionality, usability, and integration.
• Analyze and streamline existing customer-related processes, identifying bottlenecks, inefficiencies, and opportunities for automation.
• Work closely with functional teams (sales, marketing, customer service) to ensure the CRM solution supports and enhances day-to-day operations.
• Develop workflows, process maps, and user stories for CRM implementation or updates.
• Analyze CRM data to provide actionable insights into customer behavior, sales trends, marketing effectiveness, and customer satisfaction.
• Design and develop dashboards, reports, and performance metrics for stakeholders.
• Support data quality initiatives and ensure CRM data integrity, accuracy, and consistency.
• Provide training and ongoing support for CRM users across different departments.
• Create user manuals, training materials, and best practice guides for CRM users.
• Troubleshoot CRM-related issues and provide timely solutions to end-users.
• Manage CRM-related projects, from requirements gathering to implementation and go-live, ensuring timelines, budgets, and resources are effectively managed.
• Collaborate with project managers, developers, and other team members to ensure successful project execution.
• Perform user acceptance testing (UAT) to ensure new features meet business needs and function as expected.

We enable financial institutions to become digital leaders.

As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we learn amazing things every day. Each code, each voice, each contribution, each challenge, each success is celebrated here.

We welcome candidates who share our values, have the skills and are passionate to enjoy our journey to build the digital future of finance, together.

About The Job:

We are seeking an experienced Product Director to lead our VeriTouch Financial CRM solution, built on Microsoft Dynamics 365 and the Power Platform . The ideal candidate will have extensive experience delivering CRM solutions within the Financial Services industry, coupled with a deep understanding of Customer Engagement , Customer Onboarding , Sales , and Customer Service concepts, and their applications in Financial Services. This role involves envisioning, prioritizing, and developing the features and functions of the VeriTouch product to meet the needs of both customers and internal stakeholders.

What You Will Be Doing:

• Product Leadership: Lead the product team and establish the product vision. Prioritize tasks to ensure alignment with customer and stakeholder needs. Direct reports include Business Analyst, Quality Assurance, Product Engineering, and UI/UX teams.
• Strategic Roadmap: Develop and maintain a product roadmap that aligns with company goals and objectives.
• Feature Definition: Define and prioritize product features based on business requirements, customer feedback, and project delivery team inputs.
• Guiding Vision: Create a clear product vision and goals to guide product team and stakeholders.
• Backlog Prioritization: Manage and prioritize the product backlog, ensuring that tasks deliver maximum business and customer value.
• Agile Collaboration: Actively participate in Agile/Scrum ceremonies, including sprint planning, reviews, and retrospectives, to provide feedback, accept deliverables, and adjust the product backlog as needed.
• Stakeholder Communication: Serve as a bridge between product teams and stakeholders, ensuring clear understanding of product vision and requirements across all parties.
• Documentation and Assets: Oversee the creation and maintenance of product assets, including functional requirements, test cases, implementation guides, user guides, trainings and others.
• Market Research: Conduct market research and competitive analysis to identify new product opportunities and improvements for existing products.
• Performance Monitoring: Monitor and analyze product performance metrics to identify areas for enhancement.
• Sales Support: Provide guidance and support to sales and pre-sales teams, including defining sales plans and articulating the product's value proposition to customers.
• Project Support: Collaborate with professional services teams to support projects implementing the product.
• Customer Success Collaboration: Assist the customer success team with roadmap presentations, obtaining product feedback, and providing pre-sales support for product features.
• Industry Engagement: Attend sales meetings, pre-sales discussions, and marketing events as required.
• Technology Application: Assess emerging technologies and their applicability to business needs.
• Business Cases: Prepare business cases in collaboration with stakeholders and oversee their implementation with the development team.

What We Are Looking For:

• Experience: 15+ years of experience in software product development and solution delivery within the Banking and Financial Services industry, leveraging Microsoft Dynamics 365 and the Power Platform.
• CRM Expertise: Proven track record of delivering CRM solutions with a strong understanding of Customer Engagement, Customer Onboarding, Sales, Customer Service, and Marketing concepts in Financial Services.
• Collaboration Skills: Exceptional ability to collaborate with executive leadership, internal teams, and external partners/agencies to develop and execute cohesive strategies.
• Team Leadership: Demonstrated experience successfully managing product teams and delivering impactful solutions.
• Regulatory Knowledge: Deep understanding of regulatory frameworks and compliance requirements in the banking industry.
• Agile Methodology: Expertise in Agile/Scrum methodologies; certifications such as PMP and ITIL are advantageous but not mandatory.
• Communication: Excellent written and verbal communication skills, with the ability to work effectively in cross-functional teams.

What we are offering?

• Performance-Linked Bonus: Your hard work doesn't go unnoticed! Enjoy a performance-linked bonus as a testament to your dedication!
• Rewards Beyond the Job: Enjoy a comprehensive benefits package, including Remote Work Support, Health Insurance, Care Program, and Online Psychological Support. We care you!
• Birthday Leave, Because You Matter: We value your special moments! Take the day off on your birthday and treat yourself.
• Global Impact, Cutting-Edge Tech: Immerse yourself in global projects with top-tier clients and stay ahead with cutting-edge technologies. Your skills will shape the future of our industry.
• Unleash Your Potential: Develop yourself with VeriPark Academy opportunities; webinars, and in-house training sessions.
• Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity.
• Together Culture: Even in a remote world, we cultivate connections through engaging face-to-face gatherings as well as online fun events. Special information sharing environment where you can update & align yourself.

About VeriPark:

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni-channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.

With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 1000+ colleagues are serving customers in more than 30 countries worldwide.