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Business Applications Specialist

Not specifiedFull-timeCRM ImplementationFinancial Services

Own the full lifecycle of digital customer interaction systems, including omnichannel platforms, conversational AI agents, and digital data collection tools. Lead requirements, configuration, implementation, support, vendor coordination, and continuous optimization.

Responsibilities

  • Own digital customer communication systems from requirements through ongoing operation and improvement
  • Identify optimization opportunities, evaluate alternatives, and lead implementation
  • Configure, customize, troubleshoot, and integrate systems based on business needs
  • Monitor system performance, usage, and effectiveness; generate insights and drive continuous improvement
  • Support business users and improve customer experience and value delivery
  • Document processes, system changes, and organizational knowledge
  • Manage relationships with external vendors
  • Define conversational flows and scripts for voicebots and chatbots

Requirements

  • Bachelor’s degree in a technology-related field
  • At least 3 years of experience implementing, operating, and managing business or digital systems
  • Experience with CRM, customer communication platforms, or similar business applications
  • Hands-on experience with system configuration, implementation, troubleshooting, and interface management
  • Experience working with internal stakeholders, external vendors, and cross-functional teams
  • Strong technological aptitude and ability to learn new systems and processes quickly
  • Service-oriented, process-focused, organized, and capable of working independently

Nice to have

  • Industrial Engineering and Management or Information Systems education
  • Experience with platforms such as Wonderfull, Cellosign, Glassix, InforU, or similar systems
  • Experience in customer service operations or regulated financial institutions
  • Familiarity with voicebots, chatbots, prompt engineering, and conversational flow design

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