Principal Consultant Banking and Insurance
Job Summary
Job Description
- Proven experience in Financial Services Industry
- Experience in leading global CRM solutions
- Excellent communication skills in French and English
- Manages complex expectations effectively
- Knowledge of Mutual Funds Industry
- Knowledge of FINMA regulations
- Knowledge of FIX and SWIFT protocols
- Experience with Core Banking platforms
- Experience with Kubernetes
- 25 days of holidays
- 2 volunteer days for charitable activities
- 3 extra wellness days
- 40-hour week & overtime compensation
- Flexible working hours (flextime)
- Independent home office management
- State-of-the-art office space
- Pet friendly offices
- Full access to Dentsu Academy
- Learning Allowance
- Corporate benefits platform
- Referral bonus program
- Team events
11 skills required
Job Details
Job Description:
Company Description
We Dream. We Do. We Deliver.
About Merkle
Merkle, a dentsu company, powers the experience economy. For more than 35 years, the company has put people 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.
Merkle’s expertise has earned recognition as a “Leader” by top industry analyst firms, in categories such as digital transformation and commerce, experience design, engineering and technology integration, digital marketing, data science, CRM and loyalty, and customer data management. With more than 16,000 employees, Merkle operates in 30+ countries throughout the Americas, EMEA, and APAC. For more information, visit www.merkle.com.
Job description:
We are looking for a Principal Consultant Banking and Insurance, French & English speaker, in Geneva, with proven experience in Financial Services Industry and in leading the delivery of complex global CRM solutions while working closely with 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, ensuring alignment with domain-specific business goals, maximizing user engagement, and providing expert guidance to optimize practices across the organization;
Providing high-level strategic advice 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-scale technology projects and guiding teams to ensure successful implementation while building and maintaining strong relationships with 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.
Create and manage business backlog, helping drive prioritization through value generation.
Perform engineering requirements and functional specifications.
Document and managing functional/non-functional requirements through brainstorming sessions, interviews, workshops.
Gather business requirements and translate them into workable digital solution specifications.
Define and enhance industry-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 their project work 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) protocols is a plus;
Previous experience of a Core Banking platform (Avaloq, Finnova, Temenos..) is a plus, as well as previous experience with 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 product owner to define and maintain the Product Roadmap;
Collaborates to elaborating test plans, and coordinates and supports the client’s team during testing.
Databases
Proficiency in database knowledge, primarily for understanding data structures in CRM projects;
Working knowledge of SQL.
Project & Change Management
Oversees global CRM transformation programs, ensuring executive buy-in and long-term success;
Supports the coordination of Product Releases and go/no go ceremonies;
Is proficient in Agile & Scrum methodologies, ceremonies, sprint management and goals setting.
Requirements:
Excellent communication skills to interact with technical teams, business stakeholders and C-level executives in both French and English.
Manages complex expectations effectively and professionally.
Team player with organizational skills and dedicated to transparency.
Ability to work in a fast-paced and sometimes stressful environment.
Additional information
Global Reach with Local Expertise: Join a network that spans 145 countries, with over 70,000 talented employees. Collaborate with bright minds worldwide and gain insights from diverse industries and markets.
Innovation at Our Core: For over 120 years, we have been pushing boundaries to connect brands with their audiences through cutting-edge technology, creativity, and transformative solutions.
Commitment to Impact: We focus on driving meaningful outcomes for our clients and their communities, whether through increasing revenue, influencing behavior change, or fostering positive organizational culture.
Collaborative Network: Work alongside six global brands all united in delivering highly integrated and scaled transformation solutions.
Some of the benefits we offer:
- 25 days of holidays
- 2 volunteer days for charitable activities
- Mental Health: Benefit from 3 extra wellness days on top of your vacation days and a Mental Health First Aider and Employee Assisstance program to support your well-being
- 40-hour week & overtime compensation
- Flexible working hours model (flextime)
- Independent home office management
- State-of-the-art, creative office space with ergonomically equipped workstations
- Pet friendly offices
- Full access to Dentsu Academy, on-site learning sessions, online language courses
- Learning Allowance: Receive 40 additional hours per year for personal and professional development, on top of statutory educational leave
- Corporate benefits platform
- Referral bonus program
- Team events: company parties, monthly breakfasts, aperos
Ready to join the team? Shape your unique career and reach your full potential. Apply now and join us in transforming the future together.
At dentsu, Diversity, Equity, and Inclusion (DEI) is central to our vision: "To be at the forefront of people-centered transformations that shape society."
We cherish the unique talents and perspectives of all individuals, welcoming applicants regardless of gender, gender identity, nationality, religion, ethnicity, cultural background, sexual orientation, age, physical or mental ability. By embracing diverse perspectives, we create meaningful change and sustainable growth for our people, clients, and society. Our hiring decisions are guided by qualifications and role-specific requirements, ensuring a workplace free from discrimination and harassment
#LI-Hybrid
#LI-MERKLE
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