The SAP CRM & AO Techno-Functional Analyst serves as the primary liaison between business stakeholders and technical teams. This role is dedicated to identifying business needs, optimizing processes, and ensuring SAP CRM and Account Origination configurations support strategic objectives. The focus is on the functional lifecycle—from requirement gathering to user acceptance—ensuring high-quality solutions with both configuration and custom code development.
Core Skills:
- Functional Depth: Expert knowledge of SAP CRM modules (Sales, Service, Marketing) and the One Order Framework.
- Experience with CRM One Order Framework and financial domain processes.
- Communication: Exceptional skills to bridge the gap between technical developers and non-technical business users.
- Functional Configuration: Lead implementation and customization for CRM modules including Marketing, Sales, Service, Case Management, and Call Center.
- System Integration: Support the integration of SAP CRM with other platforms, such as Salesforce.
- Documentation & Training: Generate comprehensive technical and functional documentation, including design specifications and user manuals.
- Testing & Support: Collaborate with users to resolve issues, perform unit/integration testing (SIT/UAT), and provide ongoing application support.
Top Skills: Preferred Skills: - Lending Expertise: Knowledge of Home Equity Lines of Credit (HELOC), mortgages, and retail lending internal processes. - AO Knowledge: Deep understanding of account opening workflows, credit eligibility assessment, and disbursement processes. - Familiarity with S/4HANA migration, SAP HANA data models, or SAP BTP. - Experience in the banking or financial services sector.
Project Description: Project Description: - 1 contractor to work on sustainment projects for the loans and deposits product teams among other initiatives, and
- 1 contractor to work on the upcoming Mortgage Broker Origination system and the FATCA Phase III project