CRM Architect Level 1- Level 3

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

Job summary

A leading financial services company in Stellenbosch is seeking a client engagement agent to enhance client engagement programs and develop CRM solutions. Candidates should have 1-2 years of technical CRM experience and knowledge in Salesforce systems. A relevant tertiary qualification in Information Technology is essential. This role also demands strong analytical and communication skills, plus the ability to operate in an Agile methodology environment.

Qualifications

• 1-2 years of technical CRM experience in a client relationship environment.
• Operating in an environment practicing Agile methodology.
• Understanding of data, modelling, selection, systems, and integration points.

Responsibilities

• Be a client engagement agent who supports and improves client engagement programmes.
• Conceptualise, articulate, design, and build CRM solution designs.

Skills

Analytical Skills

Communications Skills

Interpersonal & Relationship management Skills

Planning, organising and coordination skills

Problem solving skills

Education

A relevant tertiary qualification in Information Technology or Similar

Tools

Salesforce Marketing Cloud

Salesforce CRM

Job description

Purpose Statement

• 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.

Experience (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

Qualifications (Ideal Or Preferred)

• A relevant qualification

Knowledge (Minimum)

• Salesforce Marketing Cloud (or similar CRM system)
• Salesforce CRM (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
• Agile methodology

Knowledge (Ideal)

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

Skills

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

Conditions of Employment

• Clear criminal and credit record