Senior Credit Union Technology Consultant

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Description

• The company is seeking a highly experienced Senior Credit Union Technology Consultant with over 15 years of expertise in Credit Union operations, particularly in front-end workflows and business processes. • This role will involve working closely with clients to assess their current CRM platform usage, identify gaps in best practices, and recommend strategic steps for their digital transformation. • Conduct thorough assessments of their current CRM platform usage and related business processes. • Engage with client leadership to understand their business objectives and tailor solutions that align with their digital transformation goals. • Analyze existing technology systems to identify areas for improvement and develop strategic roadmaps for clients’ digital transformation. • Recommend best practices for optimizing front-end workflows and business processes, ensuring alignment with client objectives and regulatory requirements. • Conduct training sessions for client staff to ensure effective use of CRM platforms and other technology systems. • Act as a thought leader within the consulting team, sharing insights and contributing to the development of best practices.

Requirements

• 15+ years of experience in Credit Union operations with a focus on front-end workflows, business processes, and technology integration. • Proven track record in consulting, with experience in assessing and optimizing CRM platforms and other operational technologies. • In-depth knowledge of CRM platforms, core Credit Union systems, and related software (e.g., lending platforms, digital banking solutions, marketing automation). • Strong understanding of digital transformation strategies and how they apply to Credit Unions. • Excellent analytical and problem-solving abilities, with a knack for identifying operational inefficiencies and recommending improvements. • Strong communication and interpersonal skills, with the ability to build rapport with clients and influence stakeholders at all levels. • Bachelor’s degree in Business Administration, Finance, Information Technology, or a related field. Advanced degrees or relevant certifications are a plus.