Principal Consultant Banking and Insurance

Job Description:

Company Description

We Dream. We Do. We Deliver.

About Merkle

Merkle, a dentsu company, powers the experience economy. For more than 35 years, the company has put at the heart of its approach to digital business transformation. As the only integrated experience consultancy in the world with a heritage in data science and business performance, Merkle delivers holistic, end-to-end experiences that drive growth, engagement, and loyalty.

Job description:

We are looking for a Principal Consultant Banking and Insurance, French & English speaker, in Geneva, withprovenexperience in Financial Services Industry and inleading the delivery of complexglobal CRM solutions whileworkingcloselywith the client team on site.

Key Responsibilities:

• Responsible for leading the strategic vision, design, and high-levelimplementation of CRM solutions and integrated platforms, specifically in the FSI bankingsector, ensuringalignmentwithdomain-specific business goals, maximizinguser engagement, and providing expert guidance to optimize practices across the organization;

• Providing high-levelstrategicadvice to clients ontechnology and CRM initiatives and business transformation/goals. Conductscomprehensive analyses of client business processes, systems, and operations to identify areas for improvement and recommendationsaround change and adoption;

• Implementingtailored solutions to addressspecific client needs and challenges. Leading large-scaletechnologyprojects and guidingteams to ensuresuccessfulimplementationwhile building and maintainingstrongrelationshipswith key stakeholders to ensure client satisfaction and projectsuccess;

• Providing reports and insights based on customer data to inform on strategicdecisions.

You will:

• Serve as the primary point of contact for major consulting engagements in the CRM domain.

• Develop digital transformation strategies, concepts, and specifications for innovative platform solutions.

• Advise and guide clients to identifyopportunities for their digital roadmap through value generation.

• Createand managebusiness backlog, helping drive prioritizationthrough value generation.

• Performengineering requirements and functionalspecifications.

• Document and managingfunctional/non-functionalrequirementsthrough brainstorming sessions, interviews, workshops.

• Gatherbusiness requirements and translatethemintoworkable digital solution specifications.

• Define and enhanceindustry-specific business processes.

• Support and consultcustomers in different phases of their digital projects, ensuring the best possible customerexperience.

• Advise clients on business, communication, or process aspects withintheir vertical.

• Build the business bridge betweeninternal stakeholders and client stakeholders.

• Stayupdated on digital trends and understandtheir impact on clients’ businesses.

• Act as a subjectmatter expert and support client pitches and business developmentactivities.

• Act as an advisor or mentor for more junior colleagues on theirprojectwork and careerdevelopment.

Skills:

CRM Platforms, Strategy and Roadmap

• Recognizedindustry expert in CRM platforms, drivingcutting-edge CRM innovations;

• Definesenterprise-wide CRM strategy, influencingcorporate digital transformation, innovation and solutions on a global scale, ensuring future-proof CRM infrastructures;

• Shapes the global CRM strategy, driving technological and business innovation;

Industry Specialization

• Recognized FSI / Banking industry expert;

• Knowledge of the Mutual Funds Industryis a plus;

• Knowledge of FINMA regulations;

• Knowledge of FIX and SWIFT (setr message type) protocolsis a plus;

• Previousexperience of a CoreBanking platform (Avaloq, Finnova, Temenos..) is a plus, as well as previousexperiencewithKubernetes.

Business Analysis& Product Ownership

• Drives large-scale business process transformation, aligning CRM with global business models;

• Understands business needs and requirements to translate them into technical solutions;

• Values documentation and transparency for sharing knowledgewithin the team;

• Acts as productownerto define and maintainthe Product Roadmap;

• Collaborates to elaboratingtest plans, and coordinates and supports the client’steamduringtesting.

Databases

• Proficiency in databaseknowledge, primarily for understanding data structures in CRM projects;

• Working knowledge of SQL.

Project & Change Management

• Oversees global CRM transformation programs, ensuring executive buy-in and long-term success;

• Supports the coordination of Product Releases and go/no go ceremonies;

• Is proficient in Agile & Scrum methodologies, ceremonies, sprint management and goals setting.

Requirements:

• Excellent communication skills to interact with technical teams, business stakeholders and C-level executives in both French and English.

• Manages complex expectations effectively and professionally.

• Team player with organizational skills and dedicated to transparency.

• Ability to work in a fast-paced and sometimes stressful environment.

Additional information

Global Reach with Local Expertise: Join a network that spans 145 countries, with over 70,000 talented employees. Collaborate with bright minds worldwide and gain insights from diverse industries and markets.

Innovation at Our Core: For over 120 years, we have been pushing boundaries to connect brands with their audiences through cutting-edge technology, creativity, and transformative solutions.

Commitment to Impact: We focus on driving meaningful outcomes for our clients and their communities, whether through increasing revenue, influencing behavior change, or fostering positive organizational culture.

Collaborative Network: Work alongside six global brands all united in delivering highly integrated and scaled transformation solutions.

Some of the benefits we offer:

• 25 days of holidays
• 2 volunteer days for charitable activities
• Mental Health: Benefit from 3 extra wellness days on top of your vacation days and a Mental Health First Aider and Employee Assisstance program to support your well-being
• 40-hour week & overtime compensation
• Flexible working hours model (flextime)
• Independent home office management
• State-of-the-art, creative office space with ergonomically equipped workstations
• Pet friendly offices
• Full access to Dentsu Academy, on-site learning sessions, online language courses
• Learning Allowance: Receive 40 additional hours per year for personal and professional development, on top of statutory educational leave
• Corporate benefits platform
• Referral bonus program
• Team events: company parties, monthly breakfasts, aperos

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Ready to join the team? Shape your unique career and reach your full potential. Apply now and join us in transforming the future together.

At dentsu, Diversity, Equity, and Inclusion (DEI) is central to our vision: "To be at the forefront of people-centered transformations that shape society."

We cherish the unique talents and perspectives of all individuals, welcoming applicants regardless of gender, gender identity, nationality, religion, ethnicity, cultural background, sexual orientation, age, physical or mental ability. By embracing diverse perspectives, we create meaningful change and sustainable growth for our people, clients, and society. Our hiring decisions are guided by qualifications and role-specific requirements, ensuring a workplace free from discrimination and harassment

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