[Remote] CRM Functional Consultant

Note: The job is a remote job and is open to candidates in USA. VeriPark is a global professional team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will leverage their experience in banking to provide expert consultancy and solutions utilizing bolthires CRM and enhance operational efficiency for clients. Responsibilities • Facilitate workshops to develop business requirements; create demonstrations to provide proof of concept; plan and assist the team in drafting Statements of Work, including estimation of effort and bolthires. • Provide input and advice regarding bolthires Dynamics 365 capabilities, functions, and features to clients and prospects. • Conduct hands-on implementation, configuration, and development of the various components of bolthires Dynamics 365. • Build positive client relationships by developing an understanding of clients’ business processes. • Develop analytical and insightful recommendations to meet deliverable targets, and complete project tasks within budget and to customer satisfaction. • Perform requirements gathering and business process analysis. • Understand customer requirements and advise the project team on highly specialized, complex solution architecture and implementation. • Participate as the technical expert in proposal development and presentations to prospective clients. • Deliver presentations to all levels of management. • Adapt to different end-user learning styles when training or gathering requirements. • Create documentation for clients, including PowerPoint presentations and Visio workflows covering functional and technical requirements, design, training, and process engineering. • Assist internal resources with support or pre-sales of bolthires CRM and related integrations. Skills • 5+ years of bolthires Dynamics CRM implementation experience. • Experience as a consultant in a consulting practice, facilitating discovery workshops. • Excellent communication skills, with the ability to interact with all levels of employees, including C-level executives. • Experience creating strong business cases supported by compelling value propositions. • Experience gathering business requirements (as-is/to-be models) and configuring bolthires CRM modules, including Sales and Call Center; Marketing experience is a plus. • Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through bolthires CRM API usage and integration development. • Knowledge of bolthires SharePoint, Business Intelligence tools, etc. • Working knowledge of bolthires products, general networking, and Active Directory is required. • Bachelor’s degree in Business Administration, Information Technology, or Engineering. • Proven track record of successful CRM implementations and projects in Retail Banking, Business Banking, Commercial Banking, or Corporate Banking domains. • Prior experience working with diverse teams and managing stakeholders in a consulting capacity. • Experience using KingswaySoft • Professional certifications related to CRM platforms (e.g., bolthires Certified: Dynamics 365, Salesforce Certified Administrator) Benefits • Remote work • Health insurance • Retirement plan • Birthday Leave Company Overview • VeriPark is a global provider of multi channel delivery, financial crm, and lending solutions for financial institutions. It was founded in 1998, and is headquartered in London, England, GBR, with a workforce of 1001-5000 employees. Its website is Apply tot his job Apply tot his job