Principal Consultant Banking and Insurance

Job Description

Company Description

We Dream. We Do. We Deliver.

Merkle , a dentsu company, powers the experience economy. For more than 35 years, the company has put at the heart of its approach to digital business transformation. As the only integrated experience consultancy in the world with a heritage in data science and business performance, Merkle delivers holistic, end-to-end experiences that drive growth, engagement, and loyalty.

We are looking for a Principal Consultant Banking and Insurance , French & English speaker, in Geneva, with proven experience in Financial Services Industry and inleading the delivery of complexglobal CRM solutions whileworkingcloselywith the client team on site.

Responsible for leading the strategic vision, design, and high-levelimplementation of CRM solutions and integrated platforms, specifically in the FSI bankingsector, ensuringalignmentwithdomain-specific business goals, maximizinguser engagement, and providing expert guidance to optimize practices across the organization;

Providing high-levelstrategicadvice to clients ontechnology and CRM initiatives and business transformation / goals. Conducts comprehensive analyses of client business processes, systems, and operations to identify areas for improvement and recommendationsaround change and adoption;

Implementingtailored solutions to address specific client needs and challenges. Leading large-scaletechnologyprojects and guidingteams to ensuresuccessfulimplementationwhile building and maintainingstrongrelationshipswith key stakeholders to ensure client satisfaction and project success;

Providing reports and insights based on customer data to inform on strategic decisions.

Serve as the primary point of contact for major consulting engagements in the CRM domain.

Develop digital transformation strategies, concepts, and specifications for innovative platform solutions.

Advise and guide clients to identify opportunities for their digital roadmap through value generation.

Createand managebusiness backlog, helping drive prioritizationthrough value generation.

Performengineering requirements and functional specifications.

Document and managingfunctional / non-functionalrequirementsthrough brainstorming sessions, interviews, workshops.

Gatherbusiness requirements and translatethemintoworkable digital solution specifications.

Support and consultcustomers in different phases of their digital projects, ensuring the best possible customer experience.

Advise clients on business, communication, or process aspects within their vertical.

Build the business bridge between internal stakeholders and client stakeholders.

Stay updated on digital trends and understand their impact on clients’ businesses.

Act as a subject matter expert and support client pitches and business development activities.

Act as an advisor or mentor for more junior colleagues on theirprojectwork and career development.

Recognizedindustry expert in CRM platforms, drivingcutting-edge CRM innovations;

Definesenterprise-wide CRM strategy, influencingcorporate digital transformation, innovation and solutions on a global scale, ensuring future-proof CRM infrastructures;

Shapes the global CRM strategy, driving technological and business innovation;

Recognized FSI / Banking industry expert;

Knowledge of the Mutual Funds Industryis a plus;

Knowledge of FINMA regulations;

Knowledge of FIX and SWIFT (setr message type) protocolsis a plus;

Previous experience of a Core Banking platform (Avaloq, Finnova, Temenos..) is a plus, as well as previousexperiencewith

Kubernetes.

Drives large-scale business process transformation, aligning CRM with global business models;

Understands business needs and requirements to translate them into technical solutions;

Values documentation and transparency for sharing knowledgewithin the team;

Acts as productownerto define and maintain the Product Roadmap;

Collaborates to elaboratingtest plans, and coordinates and supports the client’steamduringtesting.

Profic…