Manager - CRM Advisory (Salesforce / BSI) Financial Services

Your Growth Unleashed
Where your journey begins and your potential shines

At Synpulse, we don’t just consult – we transform. As a leading global management and technology consultancy with Swiss roots, we empower financial institutions to navigate change and seize new opportunities. Since 1996, we've been shaping the future of financial services by delivering cutting-edge expertise in strategy, operations, and technology to banks and insurers worldwide.

What sets us apart is our people. At Synpulse, we cultivate a collaborative, high-impact culture where initiative and creativity are valued. With 21 offices across Europe, the Americas, and Asia-Pacific, we bring together diverse perspectives and talents. We believe innovation thrives where everyone feels they belong and can contribute.

Our core values – Embrace, Drive, Achieve – shape how we work and evolve. We don’t just offer jobs – we offer the chance to develop, make an impact, and be part of a team that’s redefining the future of financial services.

About the job: 

As a Manager in our CRM Advisory team, you will take a key role in shaping the digital transformation of leading banks and insurers by driving CRM strategy and implementation. You combine industry knowledge with technical CRM expertise (ideally Salesforce or BSI) to create tangible value for our clients.

• Advise clients on CRM strategy, operating models, and platform implementation (focus on Salesforce or BSI)
• Lead and deliver CRM transformation projects from conception to go-live
• Act as project or sub-project lead with responsibility for team management, timelines, and client engagement
• Identify client needs and support business development initiatives and proposals
• Collaborate with technology partners and ecosystem players to deliver holistic solutions
• Contribute to internal knowledge building and mentoring of junior colleagues

About you:

• Master’s degree from a recognized university or university of applied sciences
• Strong project experience in CRM transformation projects within the financial services industry, preferably in insurance.
• Deep expertise in Salesforce and/or BSI CRM solutions (certifications are a plus)
• Solid understanding of insurance processes and customer engagement models (CRM / CLM knowledge in banking is a plus)
• Excellent communication skills in German and English (minimum B2 level)
• Structured, proactive, and entrepreneurial mindset with leadership potential

Why us:

• You’ll fast-track your development by diving into financial business models, cutting-edge technologies, and real-world client challenges – all while shaping your own path. #YourGrowthUnleashed 
• You are growing your skills and experiences in understanding business models of financial companies, new technologies and solutions 
• Competitive salary and attractive benefits aligned with the market  
• Bright, modern office spaces in central locations with excellent public transport access 
• A hands-on mentality and a strong team spirit 
• Fun events, learning opportunities, and initiatives shaped by our people
• Modern working environment and flexible working models

Your documents to start the process:

• CV
• Qualifications (bachelor/ master diploma, etc.) with certificate of grades
• Motivation letter: Why Synpulse? Why you? Why this function?
• Recommendation letters (optional)

Ready to go further? Let’s unleash your growth — together
For more information, please visit us at www.synpulse.com