Project lead - CRM & Customer Onboarding

Are you passionate about driving digital transformation in the financial services sector? Do you have the expertise to lead complex projects and deliver exceptional results?

We are looking for a Project Lead for CRM & Customer Onboarding to drive the implementation of a new Customer Relationship Management (CRM) solution and redesign the customer onboarding process for the mass retail segment. This is a high-impact role where you will lead cross-functional teams to deliver streamlined processes, improved customer experiences, and enhanced operational efficiency.

Project Lead for CRM & Customer Onboarding

Location: On-Site

Duration: January 2025 – December 2025

Key Responsibilities

• CRM implementation (3 months):
• Define and implement a CRM solution with foundational functionalities such as client information and document management.
• Integrate the CRM with Finabank’s core banking system and design a roadmap for future enhancements.
• Onboarding process redesign (8 months):
• Analyze current onboarding workflows and design a seamless, customer-centric process.
• Implement automation to reduce workload, enhance compliance with KYC/CDD standards, and deliver an exceptional client experience.
• Project management:
• Develop and execute a detailed project plan with timelines, resources, and milestones.
• Manage cross-functional teams, ensuring alignment with project goals and timely delivery.
• Provide regular updates to senior management on progress, risks, and opportunities. 

What you bring to the table

• Experience:
• 7+ years in project management, digital transformation, or financial services.
• Hands-on experience with CRM systems (Creatio CRM preferred) and process automation.
• Proven track record in delivering customer-centric solutions within the banking sector.
• Skills:
• Strong knowledge of customer onboarding processes, regulatory compliance, and information security.
• Expertise in process redesign using lean methodologies.
• Exceptional leadership and communication skills with a collaborative approach.
• Strong experience in Agile Project Management and Scrum.

If you’re excited about making an impact and this role sparks your interest, we’d love to hear from you! Apply here: /over-finabank/werken-bij-finabank/