
Channel Strategy and Solutions Expert
3 days ago
Senior Consultant – Channels and Mobile.
This is a Business Analyst role focusing on channel & mobile technology-enabled transformation projects/programmes within Financial Services, with experience in CRM solutions and customer/digital platforms.
Key Responsibilities- Conduct thorough analysis of existing processes and systems, identifying areas for improvement and integration with customer and digital channel solutions.
- Collaborate with cross-functional teams to identify and prioritize business requirements for channel strategies, including sales, marketing, and customer service.
- Develop and prioritise detailed EPICs, user stories, and functional specifications to guide the development and implementation of channel solutions.
- Serve as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements and objectives.
- Support the design and implementation of channel solutions using CRM platforms, ensuring alignment with business goals and compliance with industry best practices.
- Facilitate user acceptance testing (UAT) and provide support during the rollout of new features and enhancements.
- Provide training and documentation to end-users to ensure successful adoption of new channel solutions and processes.
- Bachelor's degree in business administration, Information Systems, Computer Science, or a related field.
- Minimum of 5 years of experience with a consulting firm as a Business Analyst with a focus on channel strategies and solutions.
- Proficiency in customer and digital platforms like Salesforce and Microsoft platforms, including Dynamics 365, Power Platform, and related technologies.
- Strong understanding of CRM best practices and industry standards.
- Proven experience in requirements gathering, process mapping, and business process reengineering.
- Excellent analytical, problem-solving, and decision-making skills.
- Strong communication and interpersonal skills, with the ability to engage effectively with both technical and non-technical stakeholders.
- Experience with Agile methodologies and tools such as Confluence, JIRA or Azure DevOps.
- Relevant certifications in CRM solutions and Business Analysis are a plus.
- Knowledge of data privacy and compliance requirements relevant to multi-channel solutions.
- Domain Areas: Channels; Digital platforms and CRM; Open and Core Banking; Insurance and healthcare
- Products: Salesforce (Sales, Marketing, Health, Service, Analytics); Microsoft Dynamics 365 (Sales, Marketing, Health, Customer Service, Customer insight apps); HubSpot CRM; Content management solutions; Tealium / other CDPs
- MS Office, Visio; Jira, Confluence; SQL, XML; MS Visual Studio
- Competitive remuneration with Flexible Benefits and Total Rewards package; FlexEY benefits for holidays, health, insurance, savings, and discounts.
- Support from engaging colleagues; Opportunities to develop new skills; Flexibility to balance role.
EY is committed to an inclusive workplace. Reasonable accommodations are offered at every stage of recruitment. EY supports flexible working arrangements and hybrid models where possible. Some client travel may be required.
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