CRM Architect I

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**Date**:10 Jul 2025

**Location**: Stellenbosch, Western Cape, ZA

**Company**:Capitec Bank Ltd

**Purpose Statement**:

- To be responsible for the day-to-day execution of direct marketing campaigns across our Digital Direct Marketing channels. You will contribute to driving effective customer communication strategies across Capitec by working together with the Client Engagement team to deliver highly relevant and personalised communications to our clients.
- To conceptualise, articulate, design and build, Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.

**Key Performance Areas**:
1. Client Journey setup and design

2. Interaction execution on IMS

3. Improve interaction governance

**Key Tasks and Accountabilities**:
**1. Client Journey setup and design**
- Evaluate the business value requirements by consulting closely with internal stakeholders i.e., Product Head, Product Owners, Marketing Managers, and business leaders.
- Evaluate the CRM ecosystem, non-functional and journey requirements for programmes, campaigns and prompts by consulting closely with internal support stakeholders i.e., Client Engagement Deliver and Technology Services.
- Translate business requirements into engagement journey maps (EJM) using Client Engagement (CE) best practises.
- Conceptualise and articulate EJM solution designs for Programmes, Campaigns and Prompts in relation to specific business value propositions and journey standards to the following platforms:

- Salesforce Marketing Cloud:

- Salesforce Journey Builder
- Salesforce Advertising Studio
- Salesforce Mobile Studio
- Coordinate the delivery roadmap and work breakdown structure to help the team with the most efficient delivery pipeline.
- Work closely with Client Engagement Delivery to develop technology solutions needed to support key customer business processes for Marketing and their business stakeholders.
- Ensure that the EJM design for programmes, campaigns and prompts is designed correctly and meets Salesforce best practices.
- Ensures the technical design specifications for programmes, campaigns and prompts journeys are followed accurately.
- Responsible for facilitating adherence to Capitec’s enterprise architecture, architecture standards and architecture/design patterns.

**2. Interaction execution using IMS**
- Able to build, execute, monitor & optimise campaigns and programmes on Salesforce Marketing Cloud, including, but not limited to:

- Building journey flows
- Build and link data extensions
- Has knowledge of how to use the CRM Platform (ideally Salesforce Marketing Cloud) optimally for the swift and accurate execution of personalised journeys.
- Simplify and create clarity of how the campaigns and programmes journeys interlink and use expertise to ensure a single conversation with all clients.
- Use technical know-how and understanding to maintain & improve all EJM’s in a way that creates clarity for business stakeholders.
- Maintain and improve engagement automation through an omni-channel environment.
- Collaborate with colleagues and customers to create prototypes and proofs of concept as a means of eliciting and defining requirements,
- Support user story writing for Engagement Journey Map (EJM).
- Ensure documentation though formal EJM approval and become the custodian of EJMs of their area.
- Support the configuration, quality assurance, testing, and deployment of programmes, campaigns, and prompts on Salesforce

**3. Improve engagement governance**
- Identify ways to maintain and improve engagement processes and approval protocols
- Accountable to:

- Report on performance and budget for all programs, campaigns, and prompts
- Make sure the engagement rules are implemented for each programme, campaign, and prompt
- Identify journey and implementation risks and advise on the implementation of corrective actions where risks are detected.
- Share client journey health metrics with stakeholders along the functional and non-functional value chain.

**Experience**:
**Minimum**:

- 1-2 yrs. technical CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
- Operating in an environment practicing Agile methodology.

**Ideal**:

- 1 years’ experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
- 1 years program or business engineering experience project experience.

**Qualifications (Minimum)**:

- A relevant tertiary qualification in Information Technology or Similar

**Qualifications (Ideal or Preferred)**:

- A relevant qualification

**Knowledge**:
**Minimum**:

- Salesforce Marketing Cloud (or similar CRM system)
- Salesforce CRM (or similar CRM system)
- Process engineering
- Analytics and modelling
- System integration, APIs
- Customer re