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  • Posted: Jul 5, 2022
    Deadline: Jul 19, 2022
  • Established in 2008, Equity Group Foundation (EGF) is a not-for-profit implementing foundation based in Nairobi, Kenya that champions the social and economic transformation of the people of Africa. Born out of Equity Bank commitment to servicing the poor as part of its core business model and through its long-standing corporate social responsibility initiati...
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    Business Manager, CRM Systems

    Job Purpose Statement

    Champion CRM usage across the Group through training, constant performance monitoring and reporting of usage statistics. Coordinate relevant changes to the system to increase efficiency and automate workflows with the aim of enhancing Customer Experience.

    Work collaboratively across the Group to recognize customer and user needs; and making data-driven recommendations with the aim of improving business processes,enhancing profitability and ensuring that systems improvement outcomes are in harmony with the Bank’s strategic goals.

    Key Accountabilities(Duties and Responsibilities)

    • Collaborate with project stakeholders to ensure projects are delivered within defined budget, scope and timeline on Customer Experience and other assigned Bank projects Translate overarching customer management strategies into CRM system workflows as it relates to sales pipeline management, customer account management, ongoing campaign and customer analytics to drive revenue earning opportunities and maximize customer lifetime value Champion improvements to CRM system to increase adoption and usage
    • Create CRM roadmap across the bank and make recommendations on new features / enhancements and workflows to achieve optimal system functionality for Sales, Marketing and Service Management
    • Collaborate with internal departments and stakeholders to implement the CRM system roadmap to support the Bank’s overall strategy through continuous training and upskilling of users
    • Data Governance; Monitor active workflows in systems (CRM, BI, core banking and card systems) to ensure that they are working as per Business expectations 
    • Assist various departments to improve on their system usage through continuous training and raising changes based on their functional needs 
    • Support local and regional CRM projects Assist in the preparation of business reports and analysis
    • Develop data sets to assist Business teams in creating unique and specialized marketing campaigns to increase product uptake Work with IT application and core banking teams to ensure that customer data imported on CRM is accurate and system integrations are optimal
    • Monitor customer management workflows in the system to ensure maximum and most effective customer engagement for all segments
    • Perform data analyses and post activity evaluations to deliver customer insights and make recommendations


    • University Degree in Business related discipline Professional:
    • Data analytics qualifications desirable
    • Proficiency in office automation and banking technologies
    • Experience with MS Projects preferred Desired work experience:5 year’s banking experience to include a minimum of 2 years in Business Analysis role. 
    • Experience in Customer Experience systems especially CRM systems is mandatory

    Technical Competencies

    • Good analytical skills to establish thematic challenges that can be addressed on the CRM System 
    • Excellent written and verbal communication skills coupled with good listening and critical reasoning skills. 
    • Technical skills to effectively perform and guide new system’s testing/implementation activities and tasks in a manner that consistently achieves high quality standards or benchmarks
    • Knowledge and understanding of relevant products and services 
    • Knowledge and effective application of all relevant banking policies, processes, procedures and guidelines to consistently achieve required compliance standards or benchmarks.
    • Effective training skills 
    • Good understanding of banking technology, processes and process improvement techniques 
    • Ability to create a sense of shared direction among disparate and diverse individual views with good persuasion skills to influence/convince others towards desired behavior and change acceptance  Strong planning and organizing skills to effectively manage and deliver on multiple deliverables; organize and schedule events; activities and resources and set up/monitor timescales and plans Ability to plan and organize self and work in order to achieve objectives and targets and able to overcome obstacles and move forward

    Behavioural Competencies

    • Interpersonal skills to create and maintain relevant business networks; and to effectively communicate with and manage stakeholders who impact performance.
    • Self-empowerment to enable development of open communication, teamwork and trust that are needed to support performance and customer-service oriented culture. 
    • Proactive, confident, energetic and able to work under pressure with a positive attitude; excellent interpersonal skills and good decision-making skills. 
    • Ability to plan and organize self and work in order to achieve objectives and targets and able to overcome obstacles and move forward.

    Method of Application

    Interested and qualified? Go to Equity Group Foundation on to apply

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