Technical BA - CRM / CLM

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)