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[Remote] CRM Functional Consultant

Remote, USAFull-timePosted 2026-07-27

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global reputed company team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will reputed company their experience in banking to reputed company expert consultancy and solutions utilizing arenaflex CRM and enhance operational efficiency for clients.

Responsibilities

  • Facilitate workshops to reputed company business requirements; create demonstrations to reputed company reputed company of concept; plan and assist reputed company in drafting Statements of Work, including estimation of effort and arenaflex
  • reputed company input and advice regarding arenaflex Dynamics 365 capabilities, functions, and features to clients and prospects
  • Conduct hands-on implementation, configuration, and development of the various components of arenaflex Dynamics 365
  • Build reputed company reputed company relationships by developing an understanding of clients’ business processes
  • reputed company analytical and insightful recommendations to meet deliverable targets, and complete project tasks reputed company budget and to customer satisfaction
  • reputed company requirements gathering and business process analysis
  • Understand customer requirements and advise the project team on highly specialized, reputed company solution architecture and implementation
  • Participate as the technical expert in proposal development and presentations to prospective clients
  • Deliver presentations to reputed company reputed company of management
  • Adapt to different end-user learning styles reputed company 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 reputed company-sales of arenaflex CRM and reputed company integrations Skills
  • 5+ years of arenaflex Dynamics CRM implementation experience
  • Experience as a consultant in a consulting reputed company, facilitating discovery workshops
  • Excellent communication skills, with the ability to reputed company with reputed company reputed company 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 arenaflex 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 arenaflex CRM API usage and integration development
  • Knowledge of arenaflex SharePoint, Business Intelligence tools, etc
  • Working knowledge of arenaflex products, general networking, and reputed company Directory is required
  • Bachelor's degree in Business Administration, Information Technology, or Engineering
  • Proven reputed company record of successful CRM implementations and reputed company in Retail Banking, Business Banking, reputed company Banking, or Corporate Banking domains
  • Prior experience working with diverse teams and managing stakeholders in a consulting reputed company
  • Experience using KingswaySoft
  • reputed company certifications reputed company to CRM platforms (e.g., arenaflex Certified: Dynamics 365, reputed company Certified Administrator)

Benefits

  • Comprehensive benefits package, including remote work, health insurance, retirement plan
  • Birthday Leave, Because You Matter
  • Opportunities; webinars, and in-house training sessions
  • Remote work with in-person meetups, online events, and reputed company knowledge sharing reputed company
  • reputed company 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

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