CRM Transformation & Process Improvement Specialist

Motion Recruitment; Charlotte, Northern (NC, KY); Hybrid; USD 85,000 - 105,000; Full time

Job summary

Motion Recruitment partners with a leading Financial Services firm in Charlotte, NC to fill a long-term contract for a Business Execution Consultant in a hybrid work setting.

Responsibilities include analyzing requirements, supporting strategic initiatives, and delivering process improvements while collaborating with Product Owners, stakeholders, and technology teams in a regulated environment.

Qualifications

• 2+ years of Business Execution, Implementation, or Strategic Planning experience.
• 1 to 3 years of experience in business execution, business analysis, or related functions.
• Strong Excel skills (filters, lookups, data validation).
• Ability to produce organized, audience-appropriate documentation.
• Strong verbal and written communication skills.
• Ability to work independently while collaborating with Product Owners and stakeholders.

Responsibilities

• Participate in low to moderately complex initiatives and identify process improvement opportunities.
• Analyze requirements, document findings, and prepare status materials.
• Support strategic initiatives and day-to-day execution with Product Owners and teams.
• Provide day-to-day support for client product applications (Salesforce, Dynamics 365).
• Coordinate with technology partners and maintain knowledge resources.

Skills

Business Execution

Implementation

Strategic Planning

Data analysis

Documentation

Communication

Independence

Education

Bachelor's degree in business/finance

Tools

Excel

Salesforce

Microsoft Dynamics 365

Jira

SharePoint

Job description

Motion Recruitment partners with a leading Financial Services firm in Charlotte, NC to fill a long-term contract for a Business Execution Consultant in a hybrid work setting.

Responsibilities include analyzing requirements, supporting strategic initiatives, and delivering process improvements while collaborating with Product Owners, stakeholders, and technology teams in a regulated environment.