CRM Senior Specialist
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CRM Senior Specialist
We are looking for a senior CRM specialist with experience delivering CRM solutions across Sales, marketing & customer service domains
Job Requirements
- 3–7 years of professional experience as a CRM Functional Consultant.
- Strong hands-on experience with configurable or low-code CRM platforms.
- Proven expertise across CRM modules including Sales, Marketing, Customer Service, and Case Management.
- Solid understanding of CRM data models, entities, workflows, business rules, and automation.
- Experience designing approvals, SLAs, dashboards, and KPI-driven reports.
- Familiarity with business process modeling standards (BPMN or equivalent).
- Experience working with CRM integrations involving ERP systems, billing, customer portals, and third-party tools.
- Strong documentation skills, including functional specifications and user stories.
Main Responsibilities
- Lead requirement gathering and discovery workshops with business stakeholders.
- Translate business needs into clear functional designs, configurations, and process flows.
- Configure CRM modules, workflows, approvals, SLAs, and automation using platform-native capabilities.
- Act as the functional bridge between business users and technical delivery teams.
- Support solution demos, walkthroughs, and design validation sessions.
- Lead and support User Acceptance Testing (UAT), data migration validation, and go-live activities.
- Provide post-go-live support and continuous improvement recommendations.
- Deliver training, documentation, and knowledge transfer to end users and support teams
About ASSET Technology Group
Provides enterprise software products and digital transformation services.
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