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Product Owner – Banking CRM Solutions

Qualis1 Inc.

Teaneck · Hybrid Contract 3w ago

About the role

About

Responsibilities

  • Own the end-to-end functional design of CRM modules including:
    • Partner & Opportunity Management
    • Corporate Onboarding Journeys
    • Customer 360 & Portfolio Views
  • Validate features through UAT to ensure quality and business alignment
  • Define KPIs and success metrics for CRM adoption and usage
  • Collaborate with business leaders to drive CRM adoption across relationship managers and operations teams
  • Work closely with cross-functional teams and stakeholders throughout the implementation lifecycle

Requirements

  • CRM Implementation Experience

Preferred Experience

  • Knowledge of MS Dynamics CRM
  • Understanding of regulatory frameworks such as KYC, AML, FATCA, and local compliance norms
  • Familiarity with integrations involving LOS and Core Banking Systems
  • Experience in Cards and Payments domain is preferred

Experience Required

  • 5+ Years

Skills

CRM

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