Creatio CRM Solution Architect

2 - 6 years

0 Lacs

Posted:23 hours ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Role Overview: As a senior professional, you will be responsible for leading the implementation of Creatio CRM for a leading bank in Papua New Guinea. Your primary focus will be on program leadership, business alignment, and stakeholder management rather than deep technical development. Your hands-on experience in CRM rollouts, preferably with Creatio in the banking/BFSI sector, will be crucial for this role. Key Responsibilities: - Work as a Creatio Solution Architect and lead the implementation of Creatio CRM on the client side. - Act as the primary liaison between client stakeholders and other vendors during the implementation process. - Drive requirement workshops with various business units such as Retail, Corporate, Risk, Compliance, Marketing, and Operations. - Translate banking business processes (Onboarding, KYC, Customer Service, Loan Applications, Marketing Campaigns) into Creatio workflows and configurations. - Oversee solution validation and ensure alignment with banking regulatory needs such as AML, KYC, and compliance. - Facilitate seamless integration discussions with core banking and digital channels while Creatio handles the technical implementation. - Manage project delivery timelines, risks, and escalations to ensure smooth execution. - Support UAT planning, user adoption, and conduct training sessions with the client. - Ensure proper documentation and governance for long-term sustainability. Qualification Required: - Minimum 2 full-cycle CRM implementations, preferably with Creatio, in the banking or BFSI sector. - Strong expertise in business process mapping, stakeholder engagement, and change management. - Good working knowledge of Creatio modules including Sales, Service, Marketing, and Studio. - Familiarity with data flows, APIs, and integrations (conceptual understanding, not coding). - Excellent communication, negotiation, and leadership skills to effectively manage client and vendor teams. - Ability to handle multi-vendor coordination involving Creatio, system integrators, and bank IT. Additional Details: - Creatio Certification (Functional or Business Analyst track) is a preferred qualification. - Prior experience working with banks in APAC or emerging markets is advantageous. - Strong understanding of banking operations, customer lifecycle, and compliance is desirable. - PMP / PRINCE2 certification is a plus.,

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