Senior Specialist – CRM & Marketing Automation
Listed on 2026-03-10
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IT/Tech
CRM System
Location: Zürich
Your Growth Unleashed
Where your journey begins and your potential shines
At Synpulse, we don’t just consult – we transform. As a leading global management and technology consultancy with Swiss roots, we empower financial institutions to navigate change and seize new opportunities. Since 1996, we’ve been shaping the future of financial services by delivering cutting‑edge expertise in strategy, operations, and technology to banks and insurers worldwide.
What sets us apart is our people. At Synpulse, we cultivate a collaborative, high‑impact culture where initiative and creativity are valued. With 21 offices across Europe, the Americas, and Asia‑Pacific, we bring together diverse perspectives and talents. We believe innovation thrives where everyone feels they belong and can contribute.
Our core values –
Embrace, Drive, Achieve – shape how we work and evolve. We don’t just offer jobs – we offer the chance to develop, make an impact, and be part of a team that’s redefining the future of financial services.
As a Senior Specialist in CRM & Marketing Automation
, you will play a key role in shaping and delivering customer‑centric transformation initiatives for leading financial services institutions. You will contribute to the development of our Customer Relationship & Data Management (CRDM) offering and support clients in designing and implementing modern CRM and marketing automation solutions.
Working closely with senior stakeholders, you will combine business expertise in insurance with technology understanding to translate business needs into scalable and impactful CRM solutions. In project engagements, you will contribute to solution design, support delivery teams, and help drive successful implementation across complex system landscapes.
Job Requirements- Several years of professional experience in CRM, Marketing Automation, or Customer Management transformation projects
- Experience in roles such as Business Engineer, Business Analyst, or IT Project Manager
- Strong insurance domain knowledge (e.g., products, marketing & sales, customer service)
- Experience in solution design and translating business needs into technical solutions
- Solid understanding of CRM implementations, including integration and cloud environments at a high level
- Strong communication and presentation skills with client‑facing experience
- Fluent in German (C2) and English (B2–C1)
- Experience managing C‑level stakeholders
- Insurance domain knowledge in claims
- Experience as project lead
- Experience with CRM or marketing automation platforms
- Knowledge of French (B1+)
- Contribute to the development and positioning of our CRM & Marketing Automation capabilities
- Support the design and implementation of CRM and customer engagement solutions for insurance clients
- Translate business requirements into solution designs and implementation concepts
- Contribute to large‑scale transformation and digitalization initiatives
- Collaborate with interdisciplinary teams across business, technology, and data
- Support project delivery in roles such as business engineer, lead business analyst, or project manager
- Engage with senior stakeholders and support client advisory in CRM‑related initiatives
- Contribute to knowledge sharing and capability building within the team
- You’ll fast‑track your development by diving into financial business models, cutting‑edge technologies, and real‑world client challenges – all while shaping your own path. #Your Growth Unleashed
- You are growing your skills and experiences in understanding business models of financial companies, new technologies and solutions
- Competitive salary and attractive benefits aligned with the market
- Bright, modern office spaces in central locations with excellent public transport access
- A hands‑on mentality and a strong team spirit
- Fun events, learning opportunities, and initiatives shaped by our people
- Modern working environment and flexible working models
Ready to go further? Let’s unleash your growth — together
For more information, please visit us at
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