CRM Consultant (Banking XP)

About Us
At SILVARE, we’re a dynamic team achieving remarkable results. We’ve built a reputation for delivering fast, impactful results that keep our clients coming back, many of whom are some of the biggest names in tech.

What Μakes Us Different
We’re easy to talk to, we get straight to the point and we’re all about making things happen. We’re proud of the strong relationships we build, both with our team and our clients. We believe in keeping our people happy, whether it’s through improving benefits, having open conversations about their projects or just being there when they need us. It’s a supportive environment and culture that helps both us and our people thrive. If you’re ready to work on exciting projects, grow alongside industry leaders and make a real impact, we’d love to have you join us at SILVARE.

Role Overview

We are looking for a CRM Consultant with strong banking experience to design and implement CRM solutions that enhance customer engagement, streamline processes, and support digital transformation initiatives within financial institutions.

What You’ll Be Doing

● Analyze business needs and translate them into CRM functional and technical requirements
● Configure and customize CRM solutions to support banking processes (sales, service, onboarding, retention)
● Collaborate with business, IT, and vendors to ensure seamless integration with core banking systems
● Support data migration, user training, testing, and go-live activities
● Optimize workflows, reporting, and customer journeys to improve efficiency and experience
● Provide post-implementation support and continuous improvement recommendations

What You’ll Bring

● Proven experience as a CRM Consultant in the banking or financial services sector
● Strong understanding of retail/corporate banking processes and customer lifecycle management
● Hands-on experience with CRM configuration, integrations, and user adoption initiatives
● Ability to bridge business and technical teams through clear analysis and documentation
● Experience with data handling, reporting, and process automation
● Excellent communication and stakeholder management skills

Nice to Haves

● Experience in digital transformation or customer experience programs
● Familiarity with CRM integrations into core banking or loan origination systems
● Knowledge of regulatory and compliance considerations in financial services
● Experience working in Agile delivery environments

How We Support Your Growth

🍽️ Lunch Is On Us: Monthly allowance for your favorite meals.
🏥 Health First: Private health & life insurance for peace of mind.
💻 Set Up For Success: The right tools to stay connected and perform your best.
📚 Curiosity Never Retires: Access to Udemy for unlimited learning.
🚀 Career Rocket Fuel: Coaching and mentorship programs tailored to your goals.
🎯 Work With The Best: Collaborate with industry-leading clients.
🌈 Celebrate Diversity: Be part of a team that values every perspective.
💸Performance Pays Off: Annual discretionary bonus based on yearly contributions.
🌱 Social Responsibility: Give back through volunteering and sustainability.

Excited to Make an Impact? Apply today and be part of what we’re building together 🙂

At SILVARE, we are committed to diversity, equity, and inclusion in all aspects of our workplace. We welcome applicants from all backgrounds and do not discriminate based on race, gender, religion, sexual orientation, age, disability, or any other characteristic protected by law.