Industry: Financial Services strong preferred
Get to Know Us:
CG Infinity, Inc. is a software consulting firm that was founded in 1998. We offer solutions that are tailored to the needs of each individual client that we work with instead of offering standard, run-of-the-mill solutions to everyone. We work closely with our clients throughout the entire process and offer solutions for a myriad of challenges. CG Infinity has offices in Plano, TX, Houston, TX, Little Rock, AR, and Albuquerque, NM.
Our Culture:
Our people-first approach to technology offers best-in-class service and success rates. Here are some of the main services that we offer at CG Infinity: Salesforce Implementations, Customer Experience & CRM, Application Development & Integration, Production Support & QA, and Data Analytics & AI.
Role Summary:
The Enterprise CRM and Data Architect will lead the design, implementation, and management of customer relationship management (CRM) solutions and data architecture strategies. This pivotal role ensures that enterprise systems are aligned with business objectives, regulatory requirements, and technology best practices to deliver customer-centric and data-driven decision-making capabilities.
Key Responsibilities:
- CRM Strategy & Implementation:
- Develop and implement an enterprise-wide CRM strategy tailored to the needs of banking operations, ensuring seamless integration with existing systems.
- Analyze business requirements and translate them into CRM workflows and configurations.
- Collaborate with business teams to improve customer lifecycle management and relationship strategies.
- Optimize CRM platforms to enhance client acquisition, retention, and engagement efforts.
- Data Architecture Design:
- Define, design, and implement enterprise data models and data architecture strategies to meet industry requirements.
- Create scalable solutions for data governance, management, and storage, ensuring data security and compliance with regulatory standards (e.g., GDPR, PCI DSS, etc.).
- Establish frameworks for data integration across internal systems, third-party platforms, and CRM solutions.
- Monitor and optimize data quality, accessibility, and analytics capabilities.
- Leadership & Collaboration:
- Partner with IT, business stakeholders, and vendors to ensure alignment between technology solutions and business objectives.
- Lead cross-functional teams in the development of CRM and data architecture projects.
- Provide mentorship and technical guidance to junior architects and system administrators.
- Technology Evaluation & Innovation:
- Stay updated on emerging technologies relevant to CRM and data management in the financial services industry.
- Evaluate and recommend tools, software, and platforms to enhance enterprise functionality.
- Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
- 8+ years of experience in CRM systems design, data architecture, or enterprise IT roles (preferably in banking or financial services).
- Expertise in CRM platforms (e.g., Salesforce, Microsoft Dynamics 365) and cloud-based data solutions (e.g., Azure, AWS).
- Strong knowledge of database systems, data warehousing, and BI tools.
- Familiarity with financial services industry regulations and compliance requirements.
- Exceptional problem-solving skills and ability to manage complex projects.
- Excellent communication skills with a proven ability to collaborate with diverse teams.
- Certifications in CRM or data architecture (e.g., Salesforce Architect, Azure Data Engineer).
- Experience with AI and machine learning applications for customer analytics and data insights.
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What We Do
Our people-first approach to technology offers best-in-class service and success rates. With the world of business and technology growing more complex and confusing every minute, CG Infinity keeps it simple for our clients. Your leaders work with our leaders throughout an engagement. The leaders of our small, blended teams work hand in hand with your team to ensure your objective success.
We partner with companies in a vast array of industries, including the Energy & Utilities and Financial Services industries, to help them thrive in the modern marketplace by leveraging technology to drive their enterprise. From our perfect record in Salesforce implementations, our trusted experience integrating Salesforce with back-end applications, to our creative custom software solutions, CG Infinity is your trusted ally for business technology transitions. With our skilled employees and veteran leadership team, CG Infinity doesn’t complicate life for our clients, we simplify.
