SAP CRM 7.0 Functional Consultant with SAP Banking Knowledge

Role Overview

SAP CRM Functional Consultants with banking expertise play a crucial role in bridging customer relationship management processes with specialized banking solutions.

This hybrid profile is highly valued in financial institutions seeking to streamline customer engagement, sales, service, and marketing processes while ensuring seamless integration with core banking functionalities.

Key Responsibilities:
• Requirements Gathering Analysis: Conduct workshops with business stakeholders to capture CRM and banking requirements, translating them into functional specifications for SAP CRM and banking modules.
• Configuration Customization: Configure SAP CRM modules (Sales, Service, Marketing) and banking-specific components to align with business processes, including the setup of transaction types, status profiles, partner determination, and integration points with banking systems.
• Integration Management: Oversee the integration of SAP CRM 7.0 with SAP Banking solutions, ensuring data flows smoothly between CRM and banking systems.
• Testing Validation: Develop and execute test plans for CRM functionalities and banking integrations, ensuring solutions meet user and compliance requirements.
• User Training Support: Train end-users and create documentation to support adoption of integrated CRM-banking solutions, and provide post-go-live support for troubleshooting and enhancements.
• Collaboration: Work closely with technical teams for custom enhancements, middleware settings, and data replication between CRM and banking modules.

Functional Areas in Banking:
• Customer Onboarding: Use SAP CRM to originate loan accounts and manage customer onboarding, integrating with SAP Banking for contract and account management.
• Account Contract Management: Configure CRM to handle deposit accounts, loans, and related contracts, leveraging SAP Banking modules for lifecycle management.

Required Skills:
• SAP CRM 7.0: Deep knowledge of CRM modules, configuration, and process mapping.
• SAP Banking Solutions: Familiarity with SAP Bank Analyzer, Deposits Management, Loans Management.
• Technical Understanding: Basic ABAP knowledge for functional-technical collaboration.
• Banking Domain Knowledge: Understanding of banking products, regulatory requirements, and financial processes.
• Communication Training: Strong skills in user training, documentation, and stakeholder management.

Work Environment:
• Collaboration with business users, technical developers, and project managers.
• Mix of on-site and remote work, with potential travel for project phases.
• Fast-paced during project milestones, steady during discovery and support phases. Read more