Synpulse seeks a Senior Specialist for CRM & Marketing Automation in Zürich. The role focuses on delivering customer-centric transformation and modern engagement solutions for financial services clients.
This position plays a key part in shaping and executing customer-centric transformation projects for major financial institutions. The specialist helps develop the firm’s Customer Relationship & Data Management offerings while supporting clients in designing and deploying modern CRM and marketing automation strategies.
Responsibilities
- Help define and position CRM and marketing automation capabilities within the firm.
- Design and implement customer engagement solutions tailored for insurance clients.
- Convert business requirements into practical solution designs and implementation plans.
- Participate in large-scale digital transformation and modernization efforts.
- Work closely with cross-functional teams spanning business, technology, and data domains.
- Support project delivery in capacities such as business engineer, lead analyst, or project manager.
- Engage with senior stakeholders to advise on CRM-related initiatives.
- Share knowledge and help build capabilities within the internal team.
Requirements
- Several years of professional experience in CRM, marketing automation, or customer management transformation.
- Background in roles like Business Engineer, Business Analyst, or IT Project Manager.
- Deep understanding of the insurance sector, including products, sales, marketing, and service.
- Proven ability to design solutions and translate business needs into technical approaches.
- Solid grasp of CRM implementations, including high-level knowledge of integrations and cloud environments.
- Excellent communication and presentation skills with direct client-facing experience.
- Fluent German (C2) and English (B2–C1) proficiency.
Nice to have
- Experience managing relationships with C-level executives.
- Specific insurance domain knowledge in claims processing.
- Prior experience leading projects.
- Hands-on experience with CRM or marketing automation platforms.
- Basic to intermediate French (B1+).
What the company offers
- Rapid professional growth through exposure to financial business models and cutting-edge technologies.
- Opportunities to deepen expertise in new technologies and financial company business models.
- Market-aligned competitive salary and attractive benefits.
- Modern office spaces in central Zürich with easy access to public transport.
- Engaging social events and learning initiatives driven by employee interests.
- Flexible working models and a modern work environment.
About the company
Synpulse is a global management and technology consultancy with Swiss roots, operating 21 offices across Europe, the Americas, and Asia-Pacific. The firm empowers financial institutions to navigate change and seize new opportunities. It cultivates a collaborative, high-impact culture where initiative and creativity are valued, guided by the core values of Embrace, Drive, and Achieve.
- Collaborative, high-impact culture valuing initiative and creativity.
- Core values: Embrace, Drive, Achieve.
- Global presence with 21 offices across three continents.
- Focus on empowering financial institutions to navigate change.
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