Project Leadership: Manage end-to-end implementation of ERP and CRM systems, from requirements gathering, design, and configuration to testing, deployment, and post-launch support.
Stakeholder Collaboration: Work closely with internal stakeholders, including business leaders, IT, operations, and finance teams, to understand business processes and translate them into system requirements.
Technical Oversight: Ensure seamless integration between ERP/CRM systems and other platforms (e.g., payment gateways, fraud detection systems, digital banking tools) within the FinTech ecosystem.
Vendor Management: Liaise with external vendors and service providers to negotiate contracts, manage resources, and monitor performance to ensure on-time delivery of projects.
Compliance & Risk Management: Ensure that ERP/CRM systems adhere to financial industry regulations such as GDPR, PCI-DSS, AML, and PSD2. Monitor data privacy and security requirements and implement necessary safeguards.
Agile Project Management: Lead agile project teams, ensuring proper sprint planning, backlog management, and adherence to timelines.
Budget & Resource Management: Develop and manage project budgets, timelines, and resources to ensure efficient execution and delivery.
Continuous Improvement: Proactively identify opportunities to improve ERP/CRM systems and business processes to drive automation, scalability, and customer satisfaction.
Key Skills & Competencies:
Project Management: Strong project management skills with experience in ERP and CRM implementations, ideally in a FinTech or fast-paced financial services environment.
Technical Knowledge: In-depth understanding of ERP (e.g., Oracle, SAP, Microsoft Dynamics 365) and CRM (e.g., Salesforce, HubSpot) platforms, including configuration, customization, and integration capabilities.
Business Process Expertise: Strong understanding of financial and operational business processes, including accounting, payments, compliance, customer management, and sales workflows.
Agile Methodology: Proficient in agile project management methodologies, with the ability to lead scrum teams and manage project backlogs.
Analytical & Problem-Solving: Excellent analytical skills with the ability to troubleshoot system issues, optimize workflows, and implement effective solutions.
Leadership & Communication: Strong leadership skills with the ability to communicate complex technical concepts to non-technical stakeholders.
Qualifications:
Bachelor’s degree in Computer Science, Information Technology, Engineering, or related field (Master’s preferred).
5+ years of experience in ERP/CRM implementation and management, with at least 2+ years in the FinTech industry.
PMP, Prince2, or other relevant project management certifications are highly desirable.
Experience with FinTech-specific platforms such as digital banking, payment gateways, or blockchain is a plus.
Familiarity with financial regulations (e.g., PSD2, GDPR, AML) and ensuring system compliance.
Strong command of SQL, API integration, and experience with cloud-based ERP/CRM platforms is preferred.
Preferred Qualifications:
Experience in the FinTech industry or financial services business function.
Prior experience with ERP/CRM integrations involving payment systems, financial data security, and customer management platforms.
Familiarity with DevOps practices and cloud platforms like AWS, Azure, or Google Cloud.
Experience working in a highly regulated environment, ensuring data security, privacy compliance, and system integrity.
Desired candidate profile
Requirements Gathering: Collaborate with stakeholders to gather and analyze business requirements, translating them into technical specifications.
Solution Design: Design and propose solutions that align with business needs and technical capabilities, ensuring seamless integration between systems.
Project Management: Oversee the implementation of projects, coordinating between technical teams and functional departments to ensure timely delivery.
Testing and Validation: Develop and execute test plans to validate that solutions meet functional requirements and are free of defects.
User Training and Support: Provide training to end-users and support them during the transition to new systems or processes.
Documentation: Create and maintain comprehensive documentation for system configurations, processes, and user manuals.
Continuous Improvement: Identify areas for process improvement and recommend solutions that enhance operational efficiency.
Essential Skills:
Technical Proficiency: Strong understanding of software development, databases, and system integration.
Functional Knowledge: In-depth knowledge of business processes and functional requirements in the relevant industry.
Analytical Thinking: Ability to analyze complex problems and propose effective solutions.
Communication Skills: Excellent verbal and written communication skills for interacting with both technical and non-technical stakeholders.
Project Management: Experience in managing projects, including planning, execution, and resource management.