CRM Architect I

Join Us in Becoming the Best Banking Group in the World!!

We appoint energized and motivated people for their potential and continuously look for talented, driven individuals to help us innovate and evolve. That is why we focus on finding the right people for the right jobs. We love what we do because we focus on making a positive difference for our clients and employees. Our company DNA is built around talented and committed teams dedicated to building a brand that we are proud of and earns the trust of our clients.

Who We Are

We are a bank, but we’re much more than that. We believe that banking is about enabling people to control their financial lives through banking that is simplified, accessible, affordable, and delivered through a personal experience. By helping our clients manage their financial lives better, we enable them to live better.

Why choose Us

At Capitec, we offer our best by living up to our CEO values in every situation – we always put the Client first, act with Energy and take Ownership. And to support people in being their best, our Employee Value Proposition offers every value to all team members through cohesive teams, growth opportunities as well as employee benefits and savings. We make it a priority to ensure that each member of the Capitec team feels welcome, valued, focused, and has the opportunity to grow.

About the role

As a Client Engagement Agent, you will play a vital role in shaping and optimizing client engagement throughout the entire lifecycle. Leveraging your expertise in data, systems, and client engagement practices, you will support, track, and develop impactful programmes, campaigns, and prompts. You'll also conceptualize, design, and implement foundational CRM solutions tailored to specific communication strategies and business requirements. This role offers an opportunity to drive meaningful connections and deliver measurable improvements in client relationship management.

Experience

Minimum:

• 3+ yrs. technical CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
• Operating in an environment practicing Agile methodology.

Qualifications (Minimum)

A relevant tertiary qualification in Information Technology or Similar

Qualifications (Ideal or Preferred)

A relevant qualification

Ideal:

• 3+ years’ experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
• 3+ years program or business engineering experience project experience.

Knowledge

• Salesforce Marketing Cloud (or similar CRM system)
• Salesforce CRM (or similar CRM system)
• Process engineering
• Analytics and modelling
• System integration, APIs
• Customer relationship management principles, tools, and methods
• Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
• Stakeholder engagement and management principles and practices
• Agile methodology
• CX or CE Journey mapping
• Technical CRM program building
• AI modelling
• Digital channel development and integration

Skills

• Analytical Skills
• Communications Skills
• Interpersonal & Relationship management Skills
• Planning, organising and coordination skills
• Problem solving skills

Conditions of Employment

• Clear criminal and credit record