CRM Consultant & BA (BFSI) – On-site Mumbai

E4 Software Services Pvt Ltd.; Hinoba-an; On-site; PHP 597,000 - 796,000; Full time

Job summary

E4 Software Services Pvt Ltd. in Mumbai is seeking a Functional Consultant with CRM expertise to join an on-site team. You will understand client processes, map requirements to product capabilities, and configure CRM modules.

Responsibilities include demonstrations, training, testing, deployment, and post-implementation support. You will document configurations and best practices to ensure successful project delivery.

Qualifications

• Minimum 2 years of experience in CRM such as Salesforce, Zoho CRM, or CRMNext.
• Strong understanding of CRM workflows and business process mapping.
• Excellent communication and client-handling skills.
• Exposure to BFSI (Banking, Financial Services, or Insurance) domain preferred.

Responsibilities

• Work closely with clients to understand their CRM requirements.
• Map client needs to product capabilities and propose solutions.
• Configure CRM features, modules, and workflows per business needs.
• Collaborate with technical teams for smooth integration and implementation.
• Conduct product demonstrations, training, and workshops.

Skills

CRM platforms

Salesforce

Zoho CRM

CRMNext

Business process mapping

Job description

E4 Software Services Pvt Ltd. in Mumbai is seeking a Functional Consultant with CRM expertise to join an on-site team. You will understand client processes, map requirements to product capabilities, and configure CRM modules.

Responsibilities include demonstrations, training, testing, deployment, and post-implementation support. You will document configurations and best practices to ensure successful project delivery.