✦ Luna Orbit — ERP & CRM Systems

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

at Global managementconsulting

Onsite Posted March 24, 2026
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Position Details

Type Full-Time
Experience senior
Exp. Years Not specified
Education Not specified
Category ERP & CRM Systems

About this role

This role involves supporting financial institutions in designing, implementing, and advising on CRM solutions, primarily focusing on Salesforce and BSI CRM platforms.

Key Responsibilities

  • advise clients on CRM strategies
  • support CRM implementation
  • guide project phases
  • design CRM solutions
  • collaborate with cross-functional teams

Technical Overview

Technical scope includes CRM platforms like Salesforce and BSI CRM, with a focus on customer relationship management, project support, and strategic advising.

Ideal Candidate

The ideal candidate is a senior CRM consultant with experience supporting financial institutions in designing and implementing Salesforce or BSI CRM solutions, with strong client advisory skills and project support experience.

Must-Have Skills

Supporting clients in designing and implementing CRM solutionsExperience with Salesforce or BSI CRMGuiding clients through project phasesAdvising on CRM strategySupporting CRM project delivery

Tools & Platforms

SalesforceBSI CRM

Required Skills

Supporting clients in CRM design and implementationexperience with Salesforce or BSI CRMguiding project phasesadvising on CRM strategy

Hard Skills

SalesforceCRMCustomer Relationship ManagementCRM solutionsSalesforce CRMBSI CRM

Soft Skills

client advisorystrategic thinkingproject supportcross-functional collaboration

Industry & Role

Industry Financial Services
Job Function CRM solution design and client advisory in financial services
Role Subtype CRM Consultant
Tech Domains Salesforce, Customer Relationship Management

Keywords for Your Resume

CRM consultantSalesforceBSI CRMcustomer relationship managementCRM solutionsclient advisoryproject phasesCRM strategyfinancial institutionsCRM implementationCRM project supportconsultantCRM transformationbankinginsuranceproject support

Deal Breakers

Lack of experience with Salesforce or BSI CRM, No client advisory experience, Unwilling to work onsite in Zürich

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