Technical CRM Analyst

Customer is seeking a platform-neutral technical CRM Consultant / Business SME to lead business requirement definition and ensure the RFP reflects clear, outcome-driven, vendor-agnostic functional needs for Commercial & Investment Banking (CIB). Responsibilities Gathers business requirements from sales, marketing, and support teams and converts them into technical specifications for developers Hands-on setup of CRM platforms, including custom fields, page layouts, views, business rules, security roles, and workflows (using tools like Power Automate or Salesforce Flow. Manages data migrations, data quality/cleansing, reporting dashboards, and system integrations using APIs, SQL, or services like Azure. Coordinates user acceptance testing (UAT), troubleshoots system defects, and supports agile delivery using platforms like Jira or Azure DevOps. Skills Must have 10-15 years of total experience with CRM technical experience of 8-12 years. Required Experience Strong CRM Technical background (banking/CIB preferred). Familiarity with CRM architecture, SQL, basic scripting/coding (like JavaScript or C# for advanced platforms), and cloud/automation services. Hands-on experience with major systems like Salesforce or Microsoft Dynamics 365 Customer Engagement