Associate Consultant / Consultant Financial Services (Salesforce / B

Your Growth Unleashed

Where your journey begins and your potential shines

At Synpulse, we don’t just consult – we transform. As a leading global management and technology consultancy with Swiss roots, we empower financial institutions to navigate change and seize new opportunities. Since 1996, we've been shaping the future of financial services by delivering cutting-edge expertise in strategy, operations, and technology to banks and insurers worldwide.

What sets us apart is our people. At Synpulse, we cultivate a collaborative, high-impact culture where initiative and creativity are valued. With 21 offices across Europe, the Americas, and Asia-Pacific, we bring together diverse perspectives and talents. We believe innovation thrives where everyone feels they belong and can contribute.

Our core values –  Embrace, Drive, Achieve  – shape how we work and evolve. We don’t just offer jobs – we offer the chance to develop, make an impact, and be part of a team that’s redefining the future of financial services.

About the job :

As a CRM Consultant at Synpulse, you will support financial institutions in designing and implementing future-oriented customer relationship management and marketing technology solutions. With a focus on Salesforce and / or BSI CRM, you will help clients transform how they interact with their customers by shaping strategies, defining target processes, and delivering powerful state of the art CRM solutions. Acting as a trusted advisor, you will guide clients through all project phases – from vision to implementation – and play a key role in cross-functional delivery teams.

• Advising our customers (banks & insurance companies) on the conception of CRM and MarTech solutions
• Analysing customer journeys and business requirements to design tailored CRM strategies and data-driven solutions
• Participation in varied projects for the introduction of CRM solutions (requirements engineering, system configuration on a no- / low-code base, testing, change management)
• Assist in planning and managing project deliverables, timelines, and stakeholder communications
• Supporting the acquisition of new customers and projects for our company
• Collaboration with customers and ecosystem partners

About you :

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Why us :

Your documents to start the process :

Ready to go further? Let’s unleash your growth — together

For more information, please visit us at

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