Manager - CRM Advisory (Salesforce / BSI) Financial Services

Synpulse Schweiz AG; Berlin; Vor Ort; EUR 60.000 - 100.000; Vollzeit

Zusammenfassung

Join a forward-thinking company as a Manager in the CRM Advisory team, where you will play a pivotal role in the digital transformation of leading banks and insurers. This exciting position involves advising clients on CRM strategy and implementing solutions using your expertise in Salesforce or BSI. You'll lead transformation projects, manage teams, and engage with clients to deliver impactful results. With a focus on collaboration and innovation, this established firm offers a dynamic work environment where your contributions will be valued. If you're passionate about driving change and have a proactive mindset, this opportunity is perfect for you.

Leistungen

Attractive fringe benefits

Modern office space

Good public transport connections

Varied events and employee initiatives

Qualifikationen

• Master's degree from a recognized university or university of applied sciences.
• Strong project experience in CRM transformation projects within the financial services industry.

Aufgaben

• Advise clients on CRM strategy and platform implementation.
• Lead CRM transformation projects from conception to go-live.

Kenntnisse

CRM Strategy

Salesforce

BSI CRM

Project Management

Communication Skills

Ausbildung

Master's Degree

Tools

Salesforce

BSI CRM

Jobbeschreibung

About the job:

As a Manager in our CRM Advisory team, you will take a key role in shaping the digital transformation of leading banks and insurers by driving CRM strategy and implementation. You combine industry knowledge with technical CRM expertise (ideally Salesforce or BSI) to create tangible value for our clients.

• Advise clients on CRM strategy, operating models, and platform implementation (focus on Salesforce or BSI)
• Lead and deliver CRM transformation projects from conception to go-live
• Act as project or sub-project lead with responsibility for team management, timelines, and client engagement
• Identify client needs and support business development initiatives and proposals
• Collaborate with technology partners and ecosystem players to deliver holistic solutions
• Contribute to internal knowledge building and mentoring of junior colleagues

About you:

• Master’s degree from a recognized university or university of applied sciences
• Strong project experience in CRM transformation projects within the financial services industry, preferably in insurance.
• Deep expertise in Salesforce and/or BSI CRM solutions (certifications are a plus)
• Solid understanding of insurance processes and customer engagement models (CRM / CLM knowledge in banking is a plus)
• Excellent communication skills in German and English (minimum B2 level)
• Structured, proactive, and entrepreneurial mindset with leadership potential

Why us:

• You are growing your skills and experiences in understanding business models of financial services companies, new technologies and solutions
• Attractive fringe benefits and salary structures in line with the market
• Modern and central office space with good public transport connections
• Can-do mentality and one-spirit culture
• Varied events and employee initiatives

Your documents to start the process:

• CV
• Qualifications (bachelor/ master diploma, etc.) with certificate of grades
• Motivation letter: Why Synpulse? Why you? Why this function?
• Recommendation letters (optional)

Do you approach your tasks with commitment and enjoyment and are you convinced that teamwork achieves better results than working alone? Are you proactive and willing to go the extra mile for your clients? Are you motivated not only to design solutions but also to implement them? As a flexible and goal-oriented person, you will quickly assume entrepreneurial responsibility with us.

Do you appreciate the spirit of a growing international company with Swiss roots and a strong corporate culture? Then we look forward to receiving your online application athttp://synpulse.com

Claudio Schneiter
Talent Acquisition Partner
Synpulse Switzerland AG
Thurgauerstrasse 32, 8050 Zurich