CRM Architect Level 1- Level 3

Capitec Bank Ltd.; Stellenbosch; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Stellenbosch is seeking a Client Engagement Agent. This role requires 1-2 years of technical CRM experience and proficiency in Agile methodologies. Responsibilities include managing client engagement programs and developing CRM solutions tailored to business requirements. A relevant qualification in Information Technology is essential. The ideal candidate will possess strong analytical, communication, and relationship management skills.

Qualifications

• 1-2 years of technical CRM experience in a client relationship environment.
• Operating in an environment practicing Agile methodology.

Responsibilities

• Apply and provide data to support client engagement programmes and campaigns.
• Conceptualise and build basic CRM solution designs.

Skills

Analytical Skills

Communications Skills

Interpersonal & Relationship management Skills

Planning, organising and coordination skills

Education

Relevant tertiary qualification in Information Technology or Similar

Tools

Salesforce Marketing Cloud

CRM systems

Job description

Responsibilities

• To be a client engagement agent who can apply and provide data, systems know how to support, track, develop and improve basic client engagement programmes, campaigns and prompts throughout the client engagement life cycle
• To conceptualise, articulate, design and build, basic Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.

Experience

Minimum:

• 1-2 yrs. technical CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
• Operating in an environment practicing Agile methodology.

Ideal:

• 1 years’ experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
• 1 years program or business engineering experience project experience.

Qualifications (Minimum)

• A relevant tertiary qualification in Information Technology or Similar

Knowledge

Minimum:

• Salesforce Marketing Cloud (or similar CRM system)
• Process engineering
• Analytics and modelling
• System integration, APIs
• Customer relationship management principles, tools, and methods
• Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
• Stakeholder engagement and management principles and practices

Ideal:

• CX or CE Journey mapping
• Technical CRM program building
• Digital channel development and integration

Skills

• Analytical Skills
• Communications Skills
• Interpersonal & Relationship management Skills
• Planning, organising and coordination skills

Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP13). Capitec Bank Limited Reg. No: 1980/003695/06