Manager CRM

Seeking a CRMNext techno-functional professional with strong hands-on experience in configuration and customization. The role involves understanding business requirements, translating them into CRMNext configurations, and supporting end-to-end delivery across UAT and production.

Prior experience in a life insurance company is preferred.

·        Around 8-10 years of total experience in a Development / Business Analyst role, with hands-on experience on CRMNext implementations, preferably in the Life Insurance domain.

·        Strong experience in CRMNext configuration including workflows, rules, UI customization, roles, dashboards, and reports, with minimal dependency on custom development.

·        Experience working with API integrations and a good understanding of REST/SOAP services for integration with core insurance systems (Policy Admin, Workflow, Payment, DMS, etc.).

·        Working knowledge of SQL for basic data validation, analysis, and troubleshooting will be an added advantage.

·        Ability to monitor application performance, analyze issues, and support technical teams in resolving bugs, configuration issues, and performance-related concerns.

·        Familiarity with end-to-end SDLC, including requirement analysis, impact assessment, UAT support, and post-production activities.

 

·        Strong interpersonal and leadership skills to build relationships.

·        Ability to document requirements, make recommendations, gain agreement, implement and document solutions. Must be comfortable working in a demanding, changing environment

·        Conduct feasibility studies and impact analysis to guide decision-making.

·        Define and document the project scope, objectives, deliverables, and milestones.

·        Develop and maintain comprehensive functional and technical documentation, including data models, architecture diagrams, and user stories.

·        Collaborate with architects and developers to ensure proper integration of solutions within the existing IT landscape.

·        Application performance monitoring and troubleshooting.

·        Single point contact from Business for any change management and release management.

·        Expertise in Microsoft Word, Power Point, Visio, Excel and any mockup creation tool.

 

·        Strong hands-on experience in CRMNext configuration and customization (workflows, rules, UI, roles, reports, dashboards).

·        Proficiency in SQL for data validation, analysis, reconciliation, and issue investigation.

·        Good understanding of software development methodologies including Agile, Scrum, and Waterfall.

·        Hands-on experience with API integrations, including REST/SOAP services, and understanding of system-to-system data flows.

·        Familiarity with integration middleware / ESB concepts and CRMNext integration patterns with core systems.

·        Understanding of security, roles, access control, and audit requirements