![Bank Australia](https://media.trabajo.org/img/noimg.jpg)
CRM Functional Specialist
1 month ago
Posted: 08/11/2023
Closing Date: 08/12/2023
Job Type: Contract
Location: Head Office - Collingwood
Job Category: Banking and Financial Services
Do you want to be part of using the business of banking as a force for good? Do you want to create positive impact for people and the planet? Bank Australia is the bank for people who want to be part of a movement creating a fairer and more just world.
We’re growing fast as more people choose to align their banking with their values. We’re a customer owned, B Corp certified bank. We empower our staff and 185,000+ customers to be part of the clean money movement.
We currently have a 12 month fixed term, full time contract for a CRM Functional Specialist to join our Transformation Delivery Team. This role will be based in our Collingwood head office and will report to the Senior Project Manager
The CRM Functional Specialist will focus on the implementation of Dynamics 365 and will work alongside an agile product-based delivery team who are tasked with delivering ongoing optimisation within the platform. As a key resource within the CRM team, this role will be responsible for engaging with business users and stakeholders to gather requirements, designing and building solutions within Dynamics 365.
**Why join us**
- We have big plans to become Australia’s most trusted bank and a leading purpose-driven business.
- As a certified B Corp, we’re part of a global business community who meet the highest social and environmental standards, putting purpose over profit.
- Every role and person in our bank is essential to bringing our values, purpose and aspiration to life.
- We offer flexible working options, competitive salary and 13% super.
- Our staff have access to a range of meaningful benefits to support their physical and mental wellbeing including 24/7 free counselling, free flu vaccinations and discounted gym memberships.
- We also support staff with study assistance, paid parental leave (regardless of gender), volunteer, bereavement, gender affirmation and family violence leave; and the opportunity for bonus annual leave.
- We support our staff to grow their careers through learning and development and an organisational culture where we reward and recognise innovation and values, not long hours.
- We are committed to building an inclusive culture and a diverse workforce that reflects the Australian community.
- We care for a conservation reserve - where we work with key partner organisations to protect threatened species and involve staff in conservation.
**What you will be doing**
- Conduct workshops with business SMEs to gather requirements and understand business processes and objectives
- Configure and customise the Dynamics 365 system using out-of-the-box capabilities, such as Business Rules, Power Automate, Business Process Flows, Model Driven Apps
- Work with technical resources to manage deployments to ensure solutions and schema remain consistent across all environments
- Conduct thorough testing of the configured solution to ensure it meets quality standards and aligns with requirements
- Provide on-going support to business users to address any issues and assist with further enhancements
- Design, build and maintain documentation of new features and solutions.
**What you will bring**
- Demonstrable experience working as a functional resource on enterprise level Dynamics 365 projects
- Experience working across the project lifecycle - ideation through to delivery
- Able to work closely with technical staff such as developers, Solution Architects, platform engineers and Integration and Automation Team Members
- Working closely with the business in the design, building, testing and implementation across their various projects such as re-building and re-designing their front end and back end solutions
- Able to work efficiently and effectively across Waterfall and/or Agile methodologies
- Demonstrable experience with functional documentation
- Ability to document and share knowledge of what you do
- Proficient stakeholder management skills
- A vibrant personality who values a collaborative way to working
- Must be a self-starting and highly motivated results driven individua
- Ability to represent the organisation and lead discussions external suppliers
- Experience in Financial Services, lending and banking highly desirable
- Tertiary qualifications in business, finance or IT and/or relevant industry accreditations is preferred but not essential
- Understanding of Integration Platforms, Microservices and APIs
- Exposure and understanding or Project and/or Product development lifecycle (PMP, Agile, Prince etc)
- Foundational understanding of data integration is desirable
- Understanding of desktop, process and data automation solutions and techniques
- Commitment to Bank Australia’s purpose, aspiration, values and brand as well as the B Corp ethos.
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