CRM Architect Level 1- Level 3

Purpose Statement

• To be a client engagement agent who can apply and provide data, systems know how to support, track, develop and improve basic client engagement programmes, campaigns and prompts throughout the client engagement life cycle
• To conceptualise, articulate, design and build, basic Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.
   

Experience

Minimum:

• >1-2 yrs. technical CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
• Operating in an environment practicing Agile methodology.

Ideal:

• >1 years’ experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
• >1 years program or business engineering experience project experience.

Qualifications (Minimum)

Qualifications (Ideal or Preferred)

Knowledge

Minimum:

• Salesforce Marketing Cloud (or similar CRM system)
• Salesforce CRM (or similar CRM system)
• Process engineering
• Analytics and modelling
• System integration, APIs
• Customer relationship management principles, tools, and methods
• Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
• Stakeholder engagement and management principles and practices
• Agile methodology

Ideal:

• CX or CE Journey mapping
• Technical CRM program building 
• AI modelling
• Digital channel development and integration 

Skills

Conditions of Employment