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Subject Matter Expert - CRM Workflows Job Opening In Gurugram – Now Hiring Multicloud4U® Technologies


Job description

<p><p><b>Experience :</b> 5-7 :</b> Role :</b> CRM SME WORKFLOW IMPLEMENTATION FOR BANKING :</b></p></p><p><br/></p><p>We are seeking a Subject Matter Expert (SME) in CRM Workflows to lead the design and implementation of automated workflows for banking operations.

The ideal candidate will have deep expertise in CRM platforms, process automation, operational efficiency, and compliance-driven :</b></p><p><br/></p>- Lead the design, configuration, and deployment of automated workflows within the CRM system for banking operations.<br/><br/></p><p>- Collaborate with stakeholders to map existing processes and optimize them through workflow automation.<br/><br/></p><p>- Ensure seamless integration of CRM workflows with core banking systems, contact center solutions, and digital banking platforms.<br/><br/></p><p>- Define and implement role-based access controls, approval hierarchies, and case management processes.<br/><br/></p><p>- Work on customer onboarding, account maintenance, KYC, loan processing, dispute resolution, and service request automation.<br/><br/></p><p>- Ensure compliance with banking regulations, data security policies, and audit requirements.<br/><br/></p><p>- Leverage AI-powered automation, predictive analytics, and rule-based triggers to enhance process efficiency.<br/><br/></p><p>- Oversee testing, user acceptance, and training to ensure a smooth transition to automated workflows.<br/><br/></p><p>- Continuously assess and refine workflows to improve efficiency, accuracy, and & Experience :</b></p><p><b><br/></b></p>- 5+ years of experience in CRM workflow implementation within banking or financial services.</p><p><br/></p><p>- Hands-on expertise with CRM platforms (Salesforce, Microsoft Dynamics, Pega, or equivalent).<br/><br/></p><p>- Strong knowledge of workflow automation, business process modelling (BPM), and case management.<br/><br/></p><p>- Experience in multi-country, multi-currency banking operations.<br/><br/></p><p>- Understanding of compliance frameworks, risk management, and regulatory reporting.<br/><br/></p><p>- Hands-on experience with API integrations, RPA, and AI-driven process automation.<br/><br/></p><p>- Strong stakeholder management and training experience for :</b></p><p><br/></p>- Certifications in CRM platforms (Salesforce, MS Dynamics, Pega, or equivalent).<br/><br/></p><p>- Experience in AI-driven process automation and digital banking transformation.</p><br/></p> (ref:hirist.tech)

Required Skill Profession

Business Operations Specialists


  • Job Details

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Unlock Your Subject Matter Potential: Insight & Career Growth Guide


Real-time Subject Matter Jobs Trends (Graphical Representation)

Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Subject Matter in Gurugram, India, highlighting market share and opportunities for professionals in Subject Matter roles.

8032 Jobs in India
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87 Jobs in Gurugram
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Download Subject Matter Jobs Trends in Gurugram and India

Are You Looking for Subject Matter Expert CRM Workflows Job?

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Multicloud4U® Technologies adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying India laws and regulations

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The average salary range for a varies, but the pay scale is rated "Standard" in Gurugram. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Subject Matter Expert CRM Workflows?

Key qualifications for Subject Matter Expert CRM Workflows typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Multicloud4U® Technologies interview tips for Subject Matter Expert   CRM Workflows

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