(Senior) Consultant Financial Services (Focus CRM /BSI)

Posted 6 Days Ago
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Zürich, CHE
Hybrid
Senior level
Information Technology • Consulting
The Role
Advise banks and insurers on CRM strategy, target processes, and implementation using Salesforce or BSI CRM. Support project delivery, sub-project management, client acquisition, and collaboration with customers and ecosystem partners across Switzerland and potentially abroad.
Summary Generated by Built In
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 grow. We don’t just offer jobs – we offer the opportunity to grow, make a difference, and be part of a team that’s redefining the future of financial services.
About the job:

As a Senior CRM Consultant at Synpulse, you will support leading financial institutions in designing and implementing future-oriented customer relationship management solutions. With a focus on Salesforce or BSI CRM, you will help clients transform how they interact with their customers by shaping strategies, defining target processes, and delivering powerful 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 solutions
  • Participation in varied projects for the introduction of CRM solutions
  • Supporting the acquisition of new customers and projects for our company
  • Management of sub-projects at locations throughout Switzerland and, if interested, also abroad
  • Collaboration with customers and ecosystem partners

Job requirements
    • Very good Master's degree from a renowned university or university of applied sciences
    • Practical experience in the financial industry and with CRM implementations is mandatory
    • Very good language skills (min. B2 level) in German and English 
    • Structured and goal-oriented way of working

Benefits
Why us:
  • You’ll fast-track your development by diving into financial business models, cutting-edge technologies, and real-world client challenges – all while shaping your own path. #YourGrowthUnleashed 
  • You are growing your skills and experiences in understanding business models of financial companies, new technologies and solutions 
  • Competitive salary and attractive benefits aligned with the market  
  • A hands-on mentality and a strong team spirit 
  • Fun events, learning opportunities, and initiatives shaped by our people

Your documents to start the process:
  • CV
  • Qualifications (bachelor/ master diploma, etc.) with certificate of grades
  • Motivation letter: Why Synpulse? Why you? Why this function?
  • Recommendation letters (optional)

Ready to go further? Let’s unleash your growth — together
For more information, please visit us at www.synpulse.com

Skills Required

  • Very good Master's degree from a renowned university or university of applied sciences
  • Practical experience in the financial industry
  • Practical experience with CRM implementations
  • German language proficiency at minimum B2 level
  • English language proficiency at minimum B2 level
  • Structured and goal-oriented working style
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The Company
1,197 Employees
Year Founded: 1996

What We Do

Synpulse is a global management consulting and technology partner focused on financial services. It helps financial institutions address major challenges through tailored solutions spanning strategy, implementation, innovation, and business transformation. Drawing on deep industry expertise and market-tested methodologies, the company bridges innovation and business, delivering effective solutions across clients’ value chains while emphasizing efficiency, collaboration, long-term partnerships, and measurable impact.

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