We are looking for a Senior Technical Analyst / Business Analyst with strong expertise in Client Lifecycle Management (CLM) and Customer Relationship Management (CRM) systems.
Key Responsibilities
Legacy System Management
* Support and maintain existing systems, including Lotus Notes, while preparing for future migrations or upgrades.
Stakeholder Collaboration
* Partner with business users, IT teams, and external vendors to ensure alignment on requirements and deliverables.
Data Integration
* Ensure efficient integration of CLM and CRM systems with other enterprise applications.
Regulatory Compliance
* Adapt systems and workflows to meet evolving regulatory requirements within the financial services sector.
Process Optimization
* Identify inefficiencies in current processes and propose improvements to enhance user experience and operational performance.
Change Management
* Support the transition from legacy systems to modern platforms with minimal disruption.
Expected Tasks
System Analysis and Support
* Analyze and document existing CLM and CRM workflows to identify improvement opportunities.
* Provide technical support for Lotus Notes applications, ensuring stability and performance.
* Troubleshoot and resolve issues related to CLM and CRM systems.
System Enhancements and Development
* Develop and customize CLM and CRM systems to meet business needs.
* Support the migration of legacy systems, including Lotus Notes, to modern platforms.
* Ensure all enhancements comply with the organization’s IT architecture and standards.
Testing and Quality Assurance
* Define and document test plans and scenarios in collaboration with business and IT teams.
* Support User Acceptance Testing (UAT) to ensure system changes meet expectations.
Collaboration and Coordination
* Act as a liaison between business and IT teams to ensure clear communication and alignment.
* Facilitate workshops and meetings to gather requirements, provide updates, and resolve issues.
Process Optimization
* Identify opportunities to streamline and automate CLM and CRM processes.
* Propose and implement solutions to improve system efficiency and user satisfaction.
The ideal candidate will play a key role in supporting and enhancing CLM and CRM applications, ensuring their seamless integration with business processes, and contributing to ongoing transformation initiatives. Solid knowledge of Lotus Notes is a major asset, as the role involves working with legacy systems while supporting the transition to modern platforms. This position requires a combination of technical proficiency, business insight, and the ability to collaborate effectively with cross-functional teams to deliver high‑quality solutions.
* Lotus Notes
* CRM / CLM expertise
* Experience with modern CRM platforms such as Salesforce or Microsoft Dynamics
* Knowledge of data migration tools and techniques
* Familiarity with scripting languages for automation (e.g., Python, VBA)
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