Job Description

We are looking for a Senior Technical Analyst / Business Analyst with strong expertise in Client Lifecycle Management (CLM) and Customer Relationship Management (CRM) systems.

Key Responsibilities

Legacy System Management

Support and maintain existing systems, including Lotus Notes, while preparing for future migrations or upgrades.

Stakeholder Collaboration

Partner with business users, IT teams, and external vendors to ensure alignment on requirements and deliverables.

Data Integration

Ensure efficient integration of CLM and CRM systems with other enterprise applications.

Regulatory Compliance

Adapt systems and workflows to meet evolving regulatory requirements within the financial services sector.

Process Optimization

Identify inefficiencies in current processes and propose improvements to enhance user experience and operational performance.

Change Management

Support the transition from legacy systems to modern platforms with minimal disruption.

Expected Tasks

System Analysis and Support

Analyze and document existing CLM and CRM workflows to identify improvement opportunities. Provide technical support for Lotus Notes applications, ensuring stability and performance. Troubleshoot and resolve issues related to CLM and CRM systems.

System Enhancements and Development

Develop and customize CLM and CRM systems to meet business needs. Support the migration of legacy systems, including Lotus Notes, to modern platforms. Ensure all enhancements comply with the organization's IT architecture and standards.

Testing and Quality Assurance

Define and document test plans and scenarios in collaboration with business and IT teams. Support User Acceptance Testing (UAT) to ensure system changes meet expectations.

Collaboration and Coordination

Act as a liaison between business and IT teams to ensure clear communication and alignment. Facilitate workshops and meetings to gather requirements, provide updates, and resolve issues.

Process Optimization

Identify opportunities to streamline and automate CLM and CRM processes. Propose and implement solutions to improve system efficiency and user satisfaction.


The ideal candidate will play a key role in supporting and enhancing CLM and CRM applications, ensuring their seamless integration with business processes, and contributing to ongoing transformation initiatives. Solid knowledge of

Lotus Notes

is a major asset, as the role involves working with legacy systems while supporting the transition to modern platforms. This position requires a combination of technical proficiency, business insight, and the ability to collaborate effectively with cross-functional teams to deliver high-quality solutions.

Lotus Notes

CRM / CLM expertise

Experience with modern CRM platforms such as Salesforce or Microsoft Dynamics Knowledge of data migration tools and techniques * Familiarity with scripting languages for automation (e.g., Python, VBA)