About the job
The Digital CRM Product Manager focuses on the Bank’s Client Relationship Management (CRM) system and related products and workflows. The roleholder will drive innovation and developments to increase the Bank’s footprint, provide efficiency to the Bank’s clients and sales teams. The roleholder will collaborate with stakeholders, developers, and users, and will be part of the strategy, planning, and execution for the future developments of the Bank’s key digital initiatives in the CRM system.
Your Main Activities Are
• Junior/Mid level professional accountable for providing excellence within the eC&D team within Global Markets, specifically for the CRM system.
• Taking an active part in the definition of the strategy for the CRM system and pushing new opportunities and innovative ideas based on an understanding of the products, clients’ needs, markets, and regulations in the CRM space.
• Coordinating the scoping (workshops, collection of business requirements), prioritization and delivery of new features and products for the CRM system in close coordination with key stakeholders (Tech, LAB, UX/UI, Research, e-Marketers, Business Lines Digital Leads, Sales/Trading, etc).
• Extracting trends and behavioral patterns from the analysis of CRM usage data to inform the product roadmap and enhance user experience.
• Collecting feedback from end-users to improve the CRM system and ensure a best-in-class digital experience.
• Maintaining a written documentation of the CRM system and relevant information.
• Monitor key performance indicators (KPIs) and user feedback to identify areas of improvement and optimization for the CRM system.
Continuously identifies, proposes, and implements innovative or alternative ideas ahead of others to improve topics or solve issues or problems that are multidisciplinary or cross-organizational, to improve the customer journey or the organization, to develop new businesses or thought models in the CRM space.
Profile and Skills to Success
• 4+ years’ experience in a similar role in consulting, start-up or corporate environment, preferably within the financial industry
• Higher degree in mathematics, statistics, physics, engineering finance / econometrics or computer science field
• Eagerness to learn and grow within a dynamic product management environment
• Strong background in digital product management
• Proactively able to identify areas of development, improvement or ways to maximise results and takes initiative to implement relevant actions, in the short and long term.
• Strong relationship management skills and an ability to work with individuals to ensure the delivery of set objectives.
• Proven communication / relationship management skills.
• Computer literate and has a passion for well executed technology solutions. Substantial programming experience (Dev/BA/Scrum experience) is an advantage.
• Expert MS office proficiency (including Microsoft PowerPoint, Excel, Word and SharePoint);
• Preferably knowledge of a BI/Analytics tool to measure KPIs and activity (e.g. Tableau or similar)
• Experience with Agile practices, Confluence, JIRA is desired
- Leading banking institution
- Our presence in Portugal
- International reach
- Retail Banking, a division that brings together all of the Group’s retail activities and specialised business lines;
- Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
- Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
- Diversity and Inclusion commitment
- Commitment towards work/life balance
- Remote Working Conditions