FIS-posted 3 months ago
Full-time
5,001-10,000 employees

You will be responsible for the successful implementation of a community bank/regional bank/credit union CRM (customer relationship management) solution. This requires you to fully understand how the CRM (Connections) works, how data flows in and out of the CRM, and best practices for administrators of the solution. You will be a consultant to the client to best use the CRM, identify priorities for the CRM, and focus on making sure those priorities are fully implemented and measurable. You will be the project manager of each implementation you are assigned and work with a team to complete the implementation. You will be responsible for training Connections administrators and users. You will also be assigned consulting projects to help current clients better utilize the solution and implement new priorities for the CRM.

  • Consulting on using a CRM and setting priorities
  • Representing Connections (CRM) as a Subject Matter Expert
  • Managing the project of a CRM implementation
  • Training client administrators and conducting end-user Train the Trainer for Connections
  • Documenting and communicating status of the implementation externally and internally
  • 2+ years in banking sales and service (retail, commercial, or lending)
  • 2+ years of consultative experience
  • Training experience
  • Project management experience
  • Strong communication skills
  • 5+ years of customer-facing banking experience
  • Previous user of FIS Connections
  • Previous user of a CRM
  • 5+ years of consultative/project management experience
  • Familiarity with any FIS core
  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits
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