Job Description

:

Job Purpose

To serve as a Functional Lead (Sales) for Product Owner (Business Requirements) pillar in Project Rubik core team. Project Rubik is CIMB Bank's initiative to replace 1View, its incumbent Customer Relationship Management (CRM) application. 1View is used by 5,800 users across the Bank's primary channels (branch, contact centre, retail telemarketing, mobile sales, digital). It is a multi-function platform which incorporates leads orchestration, customer 360, next best offer recommendations, product applications, service requests, tracking and reporting via integrations with over 40 systems bankwide.

Project Rubik will improve upon 1View's existing capabilities, and bring new functionalities, particularly in the area of Digital Sales and Service. To emphasise the project's scale and complexity, there are over 4,000 functional and technical requirements under Project Rubik. Its successful deployment will greatly augment CIMB's ability to adapt to rapidly evolving customer expectations, and deliver next-gen CX to its customers.

Key Responsibilities *

• Understand and analyse business needs, while balancing against to-be system capabilities. Improve on existing gaps within present-day 1View CRM by optimising build specifications of to-be Rubik CRM. To maximise out-of-the-box functionalities and minimise customisations.

• To coordinate in-depth reviews and discussions with existing business users of CRM, and to acquire detailed understanding of business rules, process / work flows in the context of service and support tasks facilitated by CRM system.

• The Sales Functional Lead is expected to work closely with respective Channel Leads for bank channels which conduct sales activities i.e. Branches, Contact Centre, Retail Telemarketing Centre, Mobile Sales Force and related support and operations teams.

• To take ownership of sales-related requirements, and to ensure they are accurately translated by the appointed vendor into the final deliverables, covering design, development, testing, defect resolution, integration, migration, deployment stages.

• To coordinate business-side to develop test strategy and related test scenarios and scripts. To work with IT-side test managers to ensure alignment of testing approach and desired outcomes.

• Contribute to project strategy discussions to chart the overall direction for project delivery.

• Undertake key preparatory roles prior to formal kickoff - establish Business Requirement Document and validate Functional Design Document, formalise Scope of Work, Change Request assessment & management.

• The business requirements team is expected to work very closely with Business and IT leads, including stakeholders from service & support channels, product & segment owners, platform and system owners, and senior management in Consumer, Commercial and Transaction Banking.

Job Specification *

Qualifications

(Basic Degree/Diploma etc)

Basic Degree

Professional Qualification and/or Regulatory, Licensing requirements

N/A

Relevant Work Experience

Experience in the following roles would be considered a significant advantage:

Business Requirements / Analyst role

Project Management role

Team supervisory role

Related experience in delivering large-scale IT projects with CRM-related experience being a further advantage

Required Competencies and Skills *

Competencies/Skills

(Essential to succeed in this job)

• Ability to document business requirements and test scenarios / strategies for large-scale system or platform transformation
• Project management & organisational skillsets and ability to oversee multiple workstreams simultaneously while effectively prioritising deliverables
• Ability to influence and drive initiatives across key stakeholders
• Understanding of banking products, services and functions
• Understanding of IT systems and delivery mechanisms

About Us: With operations that span 15 different markets across the region, the opportunity to expand your experience, test your capabilities, and exhibit your resilience is ample. #teamCIMB is always keen to welcome the ones who are ready to make that very special difference - for themselves and the bank.