FSRC -BT INS - Sales and CRM BA

Role – Sales and CRM BA

Level - Senior

Responsibilities, Skills and Expertise -

Act as a trusted advisor in understanding and analysing client's business problem / vision, conduct current state assessment with business stakeholders via workshop, questionnaire, interview etc, analyse the collected datapoints / artefacts and provide meaningful insights / recommendations for future state design.

Any of below domain / function expertise are preferred –

Sales and CRM – B2B / B2C sales strategy, sales planning, lead & funnel mgmt., field & territory mgmt., Customer Relationship Management (CRM) capabilities, Sales operating models design, business case & transformation roadmap development.

• Design and implement CRM strategies tailored to the insurance sector, focusing on customer engagement, retention, and satisfaction.
• Hands on experience in capturing business requirements for CRM capability implementation.
• Work closely with cross-functional teams, including sales, marketing, and IT, to align CRM initiatives with business objectives.
• Strong understanding of CRM platforms (e.g., Salesforce, Microsoft Dynamics) and their application in the insurance industry
• Document user stories, and acceptance criteria while collaborating with onshore counterpart(s).
• Support test planning, test case design, test execution along with business stakeholders.

"Must have vertical & Industry Experience in Insurance sales / CRM transformation."