Customer is seeking a platform-neutral Functional CRM Consultant / Business SME to lead business requirement definition and ensure the RFP reflects clear, outcome-driven, vendor-agnostic functional needs for Commercial & Investment Banking (CIB).

This role focuses on what Customer needs the CRM to do, not how Salesforce or Microsoft does it.

Responsibilities

• Business & Process Assessment
• Lead workshops with Corporate and Investment Banking stakeholders to capture:
• Relationship management needs
• Deal and pipeline tracking
• Servicing, complaints, and SLAs
• Client communications and interaction history
• Document current-state pain points and target-state expectations.
• Functional Scope Definition
• Build a functional requirements catalogue that is:
• Prioritized (Must / Should / Could)
• Written in measurable, testable language
• Define user personas, role...