Technical BA

Vor 3 Tagen

Genf, Genf, Schweiz Sword Group Vollzeit

We are looking for a Senior Technical Analyst / Business Analyst with strong expertise in Client Lifecycle Management (CLM) and Customer Relationship Management (CRM) systems.

Key Responsibilities

Legacy System Management

  • Support and maintain existing systems, including Lotus Notes, while preparing for future migrations or upgrades.

Stakeholder Collaboration

  • Partner with business users, IT teams, and external vendors to ensure alignment on requirements and deliverables.

Data Integration

  • Ensure efficient integration of CLM and CRM systems with other enterprise applications.

Regulatory Compliance

  • Adapt systems and workflows to meet evolving regulatory requirements within the financial services sector.

Process Optimization

  • Identify inefficiencies in current processes and propose improvements to enhance user experience and operational performance.

Change Management

  • Support the transition from legacy systems to modern platforms with minimal disruption.
Expected Tasks

System Analysis and Support

  • Analyze and document existing CLM and CRM workflows to identify improvement opportunities.
  • Provide technical support for Lotus Notes applications, ensuring stability and performance.
  • Troubleshoot and resolve issues related to CLM and CRM systems.

System Enhancements and Development

  • Develop and customize CLM and CRM systems to meet business needs.
  • Support the migration of legacy systems, including Lotus Notes, to modern platforms.
  • Ensure all enhancements comply with the organization's IT architecture and standards.

Testing and Quality Assurance

  • Define and document test plans and scenarios in collaboration with business and IT teams.
  • Support User Acceptance Testing (UAT) to ensure system changes meet expectations.

Collaboration and Coordination

  • Act as a liaison between business and IT teams to ensure clear communication and alignment.
  • Facilitate workshops and meetings to gather requirements, provide updates, and resolve issues.

Process Optimization

  • Identify opportunities to streamline and automate CLM and CRM processes.
  • Propose and implement solutions to improve system efficiency and user satisfaction.

The ideal candidate will play a key role in supporting and enhancing CLM and CRM applications, ensuring their seamless integration with business processes, and contributing to ongoing transformation initiatives. Solid knowledge of Lotus Notes is a major asset, as the role involves working with legacy systems while supporting the transition to modern platforms. This position requires a combination of technical proficiency, business insight, and the ability to collaborate effectively with cross-functional teams to deliver high-quality solutions.

  • Lotus Notes
  • CRM / CLM expertise
  • Experience with modern CRM platforms such as Salesforce or Microsoft Dynamics
  • Knowledge of data migration tools and techniques
  • Familiarity with scripting languages for automation (e.g., Python, VBA)

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