01Overview
At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Service line - Position Title: Insurance Business Transformation Sales / CRM Transformation Manager
At EY, were all in to shape your future with confidence.
Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.
Join EY and help to build a better working world.
About Global Delivery Services
Global Delivery Services refers to EY's worldwide network of service delivery centers. The GDS team plays an important role in EYs strategy by ensuring effective support to EYs growth agenda.
Our journey started in 2002 with approximately 200 people. Today we stand at 80,000+ professionals in ten locations around the world. We operate in Argentina, China, Hungary, India, Philippines, Poland, Sri Lanka, Mexico, Spain and the United Kingdom.
Client service is focused on providing Consulting, Assurance, Tax, Strategy & Transactions, and Knowledge support to our clients around the world. The teams enable account teams worldwide to provide seamless, high-quality, value-added support, helping deliver exceptional client service.
Enablement Services provides cost-effective, high-skilled, and innovative services to support EYs global and local enablement teams. Markets, BMC, AWS, Finance and Accounting, Risk Management, Procurement, People Shared Services, IT Service Delivery and IT Global Infrastructure services, are among the services offered by Enablement Services.
Our innovation specialists serve the GDS Client Service and Enablement Services teams, along with Service Lines, Core Business Services and Sectors. The team brings the desired environment, technologies and skilled teams together for facilitation, rapid prototyping and innovative thinking. The competencies offered include analytics, digital, user experience, mobile technology, infrastructure, Microsoft technologies and open innovation.
The Opportunity
Sales / CRM Transformation for Global Insurance and Financial Services Clients.
Primary Skills and Expertise
B2B / B2C sales operation transformation
Sales planning, lead & funnel mgmt., field & territory mgmt.
Customer Relationship Management (CRM)
Sales operating models design, business case & transformation roadmap development
Sales enablement, CRM and Customer experience strategy
Digital/AI application in Sales operation
Your Key Responsibilities
10 - 12 years of experience in design and implement CRM strategies tailored to the insurance sector, focusing on customer engagement, retention, and satisfaction.
Hands on experience in assessing current state sales and CRM capabilities, derive future state recommendations and roadmap with business case for transformation.
Hands on experience capturing business requirements for CRM capability implementation.
Work closely with cross-functional teams, including sales, marketing, and IT, to align CRM initiatives with business objectives.
Strong understanding of CRM platforms (e.g., Salesforce, Microsoft Dynamics) and their application in the insurance industry
Document user stories, and acceptance criteria while collaborating with onshore counterpart(s).
Support test planning, test case design, test execution along with business stakeholders
Strong analytical skills: ability to interpret data and make data-driven decisions.
Excellent communication, writing, and editing skills.
Act as a trusted advisor in understanding and analysing client's business problem / vision, conduct current state assessment with business stakeholders via workshop, questionnaire, interview etc, analyse the collected datapoints / artifacts and provide meaningful insights / recommendations for future state design of marketing function.
Preferred with business consulting background with sound knowledge of key Insurance business process, customer touchpoint & journey design, design thinking along with stakeholder management.
Should be able to contribute to practice development, thought leadership an .
