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CRM Optimization Expert

1 week ago

Manila, National Capital Region, Philippines Security Bank Corporation Full time
About the Role

We are looking for a talented Customer Experience Manager to drive process improvements across business units and CRM modules.

In this role, you will be responsible for conducting regular checks on system use, utilizing the power of reporting and results-driven data analysis to identify key points for process enhancements.

You will also manage the internal cascade of enhancements to CRM Service Operations, FBP, and Change Management team, working closely with the Change Management team to provide content recommendations and review Enhancement-related training materials.

Key Requirements:

  • Effective communication skills; intermediate Excel, PowerPoint, Visio, and MS Project skills.
  • General knowledge on all CRM Modules such as Customer 360, Leads Module, and Service Module with full focus on the Case Management process in the system.