Principal Consultant Banking and Insurance

Merkle , a dentsu company, powers the experience economy. For more than 35 years, the company has put at the heart of its approach to digital business transformation. As the only integrated experience consultancy in the world with a heritage in data science and business performance, Merkle delivers holistic, end-to-end experiences that drive growth, engagement, and loyalty.

We are looking for a Principal Consultant Banking and Insurance , French & English speaker, in Geneva, with proven experience in Financial Services Industry and inleading the delivery of complex global CRM solutions whileworkingcloselywith the client team on site.

Key Responsibilities :

Responsible for leading the strategic vision, design, and high-level implementation of CRM solutions and integrated platforms, specifically in the FSI banking sector, ensuringalignmentwithdomain-specific business goals, maximizing user engagement, and providing expert guidance to optimize practices across the organization;

Providing high-levelstrategicadvice to clients on technology and CRM initiatives and business transformation / goals. Conducts comprehensive analyses of client business processes, systems, and operations to identify areas for improvement and recommendations around change and adoption;

Implementing tailored solutions to address specific client needs and challenges. Leading large-scaletechnologyprojects and guiding teams to ensuresuccessfulimplementationwhile building and maintainingstrongrelationshipswith key stakeholders to ensure client satisfaction and project success;

Providing reports and insights based on customer data to inform on strategic decisions.

You will :

Serve as the primary point of contact for major consulting engagements in the CRM domain.

Develop digital transformation strategies, concepts, and specifications for innovative platform solutions.

Advise and guide clients to identify opportunities for their digital roadmap through value generation.

Createand manage business backlog, helping drive prioritization through value generation.

Perform engineering requirements and functional specifications.

Document and managing functional / non-functionalrequirementsthrough brainstorming sessions, interviews, workshops.

Gather business requirements and translatethemintoworkable digital solution specifications.

Define and enhanceindustry-specific business processes.

Support and consult customers in different phases of their digital projects, ensuring the best possible customer experience.

Advise clients on business, communication, or process aspects within their vertical.

Build the business bridge between internal stakeholders and client stakeholders.

Stay updated on digital trends and understand their impact on clients’ businesses.

Act as a subject matter expert and support client pitches and business development activities.

Act as an advisor or mentor for more junior colleagues on theirprojectwork and career development.

Skills :

CRM Platforms, Strategy and Roadmap

Recognized industry expert in CRM platforms, driving cutting-edge CRM innovations;

Defines enterprise-wide CRM strategy, influencing corporate digital transformation, innovation and solutions on a global scale, ensuring future-proof CRM infrastructures;

Shapes the global CRM strategy, driving technological and business innovation;

Industry Specialization

Recognized FSI / Banking industry expert;

Knowledge of the Mutual Funds Industry is a plus;

Knowledge of FINMA regulations;

Knowledge of FIX and SWIFT (setr message type) protocol sis a plus;

Previous experience of a Core Banking platform (Avaloq, Finnova, Temenos..) is a plus, as well as previousexperiencewith

Kubernetes.

Business Analysis& Product Ownership

Drives large-scale business process transformation, aligning CRM with global business models;

Understands business needs and requirements to translate them into technical solutions;

Values documentation and transparency for sharing knowledge within the team;

Acts as productownerto define and maintain the Product Roadmap;

Collaborates to elaborating test plans, and coordinates and supports the client’steamduringtesting.

Databases

Proficiency in databaseknowledge, primarily for understanding data structures in CRM projects;

Wo…