About the role

CAPCO POLAND

Capco Poland is a global technology and management consultancy specializing in driving digital transformation across the financial services industry. We are passionate about helping our clients succeed in an ever-changing industry.

We are also:

Experts in banking and payments, capital markets and wealth and asset management
Committed to growing our business and hiring the best talent to help us get there
Focused on maintaining our nimble, agile and entrepreneurial culture

Role Overview

We are seeking an experienced CRM Dynamics Business Analyst to support the rollout, enhancement, and adoption of Microsoft Dynamics (MSD) within the Private Banking and Wealth Management business.

This role is critical to ensuring CRM is effectively embedded into Relationship Manager (RM) workflows, driving measurable outcomes such as:

Improved client engagement
Increased wallet share
Enhanced sales pipeline visibility
Improved operational efficiency

Key Responsibilities/Requirements

Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams)
Apply strong wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing)
Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories
Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth
Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions)
Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)
Leverage MSD best practices to deliver scalable and standardised solutions
Collaborate with Technology, Data, and AI teams to integrate CRM into the wider platform ecosystem
Appway (Vendor Product) knowledge, and helping the team to conduct the requirement analysis work
Facilitate workshops and stakeholder engagement across global Private Banking markets
Produce clear documentation including BRDs, process flows, and user journeys aligned to wealth processes
Define and execute UAT, ensuring solutions meet business, regulatory, and control requirements
Drive global CRM adoption through training, change management, and stakeholder engagement
Support rollout of advanced capabilities such as AI-driven insights, call report automation, and smart opportunity management
Monitor CRM usage, pipeline quality, and RM productivity metrics
Continuously enhance CRM capabilities based on feedback and measurable business outcomes

ONLINE RECRUITMENT PROCESS STEPS

Screening call with the Recruiter
Competencies interview with Capco Hiring Manager
Client’s interview
Feedback/Offer

#LI-Hybrid

Skills & Tags

go ai data product design marketing sales

Aplyr's read

Capco is a global management and technology consultancy focused on the financial services sector, attracting professionals with expertise in banking, insurance, and digital transformation.
Synthesized from recent postings & public sources

What's promising

•Capco specializes in financial services, offering tailored solutions for banking and insurance clients.
•The company emphasizes digital transformation, providing opportunities to work with cutting-edge technology.
•Capco's global presence allows for diverse project experiences across different markets.

What to watch

•High-pressure environment due to demanding client expectations in the financial sector.
•Work-life balance can be challenging with frequent travel for client engagements.
•Limited public information about career advancement and internal mobility opportunities.

Why Capco

•Capco's focus on financial services differentiates it from more generalized consultancies.
•The company offers a blend of management and technology consulting, appealing to hybrid skill sets.
•Capco's culture emphasizes innovation in financial technology, attracting tech-savvy professionals.

Aplyr’s read is generated by AI from public sources. Was it useful?