Senior Functional Consultant (Banking CRM & Connected Journeys)

Veripark; United States; Remote; USD 120,000 - 190,000; Full time

Benefits offered by this job

Remote work

Performance bonus

Health insurance

Birthday leave

Training programs

Job summary

VeriPark seeks a Senior Functional Consultant with deep banking knowledge to own end-to-end connected banking journeys across multiple VeriPark products. You will design CRM-enabled customer journeys, advise clients on best practices, and guide stakeholders through architecture, data, and process flows.

Experience with Dynamics 365 CRM / Customer Engagement in banking is highly preferred. Strong facilitation, communication, and enterprise‑level delivery skills are required.

Qualifications

• 13+ years of functional consulting experience.
• Strong banking-domain knowledge.
• Proven Dynamics 365 CRM implementation experience.

Responsibilities

• Own functional design of connected banking journeys across VeriPark products.
• Lead discovery workshops translating business needs into functional specifications.
• Define end‑to‑end requirements and user stories for CRM and connected platforms.

Skills

CRM implementation

Dynamics 365

Banking domain

Functional design

Stakeholder management

Education

Bachelor’s degree in IT/CS/Banking

Tools

Microsoft Dynamics 365 CRM

Power Platform

Job description

Senior Functional Consultant Banking CRM & Connected Journeys

We empower financial institutions to become digital leaders.

As a global team, we partner with leading clients on impactful projects in an environment that encourages continuous learning. We value and celebrate every idea, contribution, challenge, and achievement.

We welcome candidates who share our values, have the skills and are passionate to enjoy our journey to build the digital future of finance, together.

About the job

We are seeking a Senior Functional Consultant with 13+ years of experience, strong banking-domain expertise, and proven experience implementing CRM solutions for banks. Hands‑on implementation experience with Microsoft Dynamics 365 CRM / Dynamics 365 Customer Engagement in banking is strongly preferred; candidates with experience implementing another enterprise CRM platform in banks may also be considered, provided they demonstrate deep banking knowledge and strong functional consulting capability.

This role will act as the functional owner of connected customer journeys spanning multiple VeriPark products. The consultant will advise banking customers on how to design and implement these journeys across customer engagement, digital banking channels, branch operations, and loan origination solutions; translate business objectives into an integrated functional solution; and guide stakeholders toward measurable customer, operational, and commercial value. The role requires a strong understanding of Retail and SME banking journeys and the ability to align solutions with the customer’s banking ecosystem, operating model, and regulatory expectations.

What you will be doing:

• Own the functional design of end-to-end connected banking journeys that span multiple VeriPark products and assisted and digital channels.
• Advise customers on leading banking practices, journey design, product capabilities, implementation options, and the business value expected from the proposed solution.
• Lead discovery workshops and translate business objectives, customer needs, regulatory expectations, and operating-model requirements into an integrated functional solution.
• Define end-to-end requirements, process flows, customer journeys, functional specifications, acceptance criteria, and user stories across CRM and connected platforms.
• Break down enterprise-level journeys and solution architecture into module-level requirements, product interactions, and implementable user stories.
• Identify which requirements can be met through out-of-the-box capabilities, VeriPark product features, configuration, integration, or customization, and recommend the most sustainable approach.
• Design the CRM entity‑relationship model and map customer legacy and business data to the CRM data model.
• Define integration requirements between Dynamics 365, VeriPark products, core banking systems, digital channels, and other external platforms.
• Define data migration, cleansing, mapping, and transformation requirements for moving data and relevant business objects from legacy systems to Dynamics 365.
• Guide the configuration and functional design of Dynamics 365 entities, fields, views, forms, dashboards, reports, business units, security, business rules, workflows, and business process flows.
• Guide the use and integration of Microsoft Power Platform capabilities with Dynamics 365 and other enterprise systems.
• Establish functional quality criteria, validate solution deliverables, and ensure traceability from business needs through design, build, testing, and deployment.
• Support functional testing, system integration testing, user acceptance testing, defect triage, change management, training, and go‑live readiness.
• Collaborate with customer stakeholders, product teams, architects, technical consultants, and delivery teams to resolve cross‑product dependencies and maintain journey integrity.
• Define relevant business‑value measures and help customers track outcomes such as adoption, service efficiency, turnaround time, customer experience, and revenue opportunities.

What we are looking for:

• 13+ years of relevant experience in functional consulting, business analysis, solution design, and enterprise CRM implementation.
• Proven implementation experience with Microsoft Dynamics 365 CRM / Dynamics 365 Customer Engagement in banks is strongly preferred. Experience implementing another enterprise CRM platform in banks may be considered where supported by strong banking‑domain expertise.
• Deep banking‑domain knowledge is mandatory, including strong understanding of Retail and SME banking, customer onboarding, relationship management, sales, service, complaints, KYC, branch operations, digital channels, and lending journeys.
• Demonstrated ability to own connected customer journeys across multiple products and channels, identify cross‑product dependencies, and maintain a coherent end‑to‑end customer and user experience.
• Strong customer‑advisory and consulting skills, with the ability to challenge requirements constructively, present options, recommend leading practices, and articulate measurable business value to senior business and technology stakeholders.
• Bachelor’s degree in information technology, Computer Science, Business, Banking, or a related discipline.
• Strong understanding of the Dynamics 365 data model, entity ownership, audit logs, relationships, relationship behaviours, mappings, forms, subgrids, calculated fields, and rollup fields.
• Strong understanding of platform access‑control mechanisms, including security roles, permissions, business units, owner and access teams, access‑team templates, and field‑level security.
• Ability to design and configure business process flows, workflows, business rules, and other functional automation aligned with approved banking processes.
• Ability to configure Dynamics 365 Customer Service capabilities, including SLAs, knowledge management, queues, case management, and service‑management features.
• Understanding of duplicate‑detection rules, bulk deletion, data import and export, and the efficient use of Advanced Find and related data‑management tools.
• Ability to assess solution feasibility, evaluate functional and technical impacts, identify delivery risks and dependencies, and support informed customer decisions.
• Ability to estimate functional scope and implementation effort and support the sizing of epics, features, user stories, integrations, migration activities, testing, and change requirements.
• Strong knowledge of Dynamics 365 Sales and Customer Service applications, with the ability to map banking requirements to the most relevant standard, VeriPark, integration, or custom capability.
• Excellent workshop facilitation, stakeholder management, analytical thinking, documentation, presentation, and communication skills.
• Candidates must combine senior‑level consulting maturity with practical CRM implementation experience in banking; banking experience is a mandatory requirement for this role.

What we are offering:

• Remote Freedom, Your Way: At VeriPark we believe in the power of talent, no matter where it resides. Design your ideal workspace and achieve the perfect work‑life balance.
• Performance‑Linked Bonus: Your hard work doesn't go unnoticed! Enjoy a performance‑linked bonus as a testament to your dedication!
• Rewards Beyond the Job: Enjoy a comprehensive benefits package, including Remote Work Support, Health Insurance, Care Program, and Online Psychological Support. We care you!
• Birthday Leave, Because You Matter: We value your special moments! Take the day off on your birthday and treat yourself.
• Global Impact, Cutting‑Edge Tech: Immerse yourself in global projects with top‑tier clients and stay ahead with cutting‑edge technologies. Your skills will shape the future of our industry.
• Unleash Your Potential: Develop yourself with VeriPark Academy opportunities; webinars, and in‑house training sessions.
• Diverse, Vibrant Community: Be part of a dynamic environment that values diversity and inclusivity.
• Together Culture: Even in a remote world, we cultivate connections through engaging face‑to‑face gatherings as well as online fun events. Special information sharing environment where you can update & align yourself.

About VeriPark:

We are a global technology company with more than two decades of expertise in the Financial Services industry. Our mission is to enable financial institutions to become digital leaders by delivering world class customer journeys in digital and assisted channels. We develop omni‑channel delivery, customer engagement (CRM), branch automation and loan origination solutions based on Microsoft technology (Azure, Dynamics 365, Power Platform) for banks and insurance companies worldwide.

With offices in 15 countries from Canada over Europe and the Middle East to Kuala Lumpur, our 900+ colleagues are serving customers in more than 30 countries worldwide.

https://www.veripark.com