Manager - CRM Advisory (Salesforce / BSI) Financial Services

We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, Great Britain, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management stages from the development of strategies and operational frameworks to the technical implementation and handover. Our expertise in business and technology combined with our methodic approach enable us to create sustainable added value for our clients business.

As a Manager in our CRM Advisory team, you will take a key role in shaping the digital transformation of leading banks and insurers by driving CRM strategy and implementation. You combine industry knowledge with technical CRM expertise (ideally Salesforce or BSI) to create tangible value for our clients.

• Advise clients on CRM strategy, operating models, and platform implementation (focus on Salesforce or BSI)
• Lead and deliver CRM transformation projects from conception to go-live
• Act as project or sub-project lead with responsibility for team management, timelines, and client engagement
• Identify client needs and support business development initiatives and proposals
• Collaborate with technology partners and ecosystem players to deliver holistic solutions
• Contribute to internal knowledge building and mentoring of junior colleagues

• Master’s degree from a recognized university or university of applied sciences
• Strong project experience in CRM transformation projects within the financial services industry, preferably in insurance.
• Deep expertise in Salesforce and/or BSI CRM solutions (certifications are a plus)
• Solid understanding of insurance processes and customer engagement models (CRM / CLM knowledge in banking is a plus)
• Excellent communication skills in German and English (minimum B2 level)
• Structured, proactive, and entrepreneurial mindset with leadership potential

• You are growing your skills and experiences in understanding business models of financial services companies, new technologies and solutions
• Attractive fringe benefits and salary structures in line with the market
• Modern and central office space with good public transport connections
• Can-do mentality and one-spirit culture
• Varied events and employee initiatives

• CV
• Qualifications (bachelor/ master diploma, etc.) with certificate of grades
• Motivation letter: Why Synpulse? Why you? Why this function?
• Recommendation letters (optional)

Do you approach your tasks with commitment and enjoyment and are you convinced that teamwork achieves better results than working alone? Are you proactive and willing to go the extra mile for your clients? Are you motivated not only to design solutions but also to implement them? As a flexible and goal-oriented person, you will quickly assume entrepreneurial responsibility with us.

Do you appreciate the spirit of a growing international company with Swiss roots and a strong corporate culture? Then we look forward to receiving your online application at http://synpulse.com

Claudio Schneiter
Talent Acquisition Partner
Synpulse Switzerland AG
Thurgauerstrasse 32, 8050 Zurich