CRM Specialist

Meet efinnity - where financial innovation converges with purpose, and your aspirations become reality.

Discover a realm where financial technology meets human values, as efinnity pioneers a new era of fintech. Our unique blend of Research and Development, Marketing Automation, and Business Intelligence doesn't just redefine the landscape – it transforms the possibilities.

Our innovation engine thrives on R&D, creating novel financial products that embody nimbleness, accessibility, user-friendliness, and mass-market appeal. Marketing Automation amplifies their reach, making them accessible to all who seek financial empowerment. Our Business Intelligence backbone ensures these products remain adaptable, evolving to meet the ever-changing needs of the masses.

Our mission is to sculpt a financial landscape where barriers crumble, access flourishes, and opportunities are limitless. To reach this vaunted destination, our team develops and delivers multiple financial products and services that offer heightened financial accessibility, friendliness, navigability, and features that today's users demand. We accomplish this feat by focusing on the core values that set us apart.

We are seeking a CRM Specialist to spearhead the implementation of a new CRM product for our online marketing platform.

As the CRM Specialist, your responsibilities will include ensuring the successful delivery of the CRM implementation. This entails conducting requirements analysis, designing the solution, managing data migration, overseeing testing and training, and ultimately launching the CRM system.

Requirements:

2+ years of experience working with Microsoft Dynamics\ Salesforce\ Zoho CRM.
Proven track record of successfully implementing and managing CRM systems in the Fintech or financial services industry.
Strong understanding of CRM best practices, data management, and delivering measurable business value through analytics.
Excellent project management skills, including Agile methodology experience.
Strong problem-solving abilities and meticulous attention to detail.
Exceptional communication and interpersonal skills, with the ability to collaborate effectively at all levels of an organization.
Track record of integrating CRM systems with other business applications, such as marketing automation tools, customer support platforms, and BI analytics tools.
Hands-on experience in SQL.
Relevant bachelor's degree; PMP, Scrum Master, or CRM certifications are a plus.
Knowledge of regulatory compliance related to CRM and data management, such as GDPR and CCPA, is a plus.