D365 Solution Architect

Key Skills- D365, Solution Architect, Requirement Gathering

Job Description

Roles and Responsibilities: -

Requirements Gathering:

- Collaborate with stakeholders to document CRM requirements for high-net-worth clients.

- Conduct workshops and interviews to capture business needs.

- System Analysis and Design: - Analyze existing CRM systems, design solutions for private banking.

- Data Management:

- Ensure data integrity and security within the CRM system.

- Collaborate on robust data management practices.

- Provide ongoing support, address inquiries.

Preferred:

- CRM certifications relevant to private banking.

- Experience with CRM integrations in financial services.

- Proficiency in data visualization tools.