Freelancer profile translated to English.
Back to original languageAbout Oussama
🎯 CRM & Data Expertise to Maximize Your Business Potential
With over 8 years of experience in the banking, insurance, fintech, industrial, and public sectors, I specialize in leveraging data to transform your challenges into strategic opportunities. My expertise covers:
- CRM Mastery and Configuration: Management and configuration of CRM tools (Pipedrive, Hubspot), Optimization and tool mastery, Data quality, Reporting, KPIs.
- CRM Migration: Management of complex CRM data migration projects, Facilitation of requirements gathering workshops, Alignment of expectations across teams, Roadmap definition, Change management and Training.
- Data Governance: Definition of guiding policies and deployment of data committees.
- Business Intelligence: Creation of high-performing KPI dashboards and BI solutions audit.
🎓 Certifications: Microsoft Power BI, Data Science & R Initiation.
🌍 Languages: French, English
My mission? To accelerate your digital transformation and boost your performance with tailor-made, data-driven solutions. Let's team up to achieve your ambitions!
French
Native or bilingual
English
Native or bilingual
Can work on-site
Paris (up to 10km)
Experience
- NexansFreelance Consultant - CRM Manager & Sales ExcellenceENERGY AND UTILITIESSeptember 2025 - Today (9 months)Paris, FranceCRM Audit & Business Needs Scoping
- Led the analysis of CRM needs for Business Units internationally
- (25 scoping workshops conducted with business, IT, and management stakeholders).
- Diagnosed CRM functional coverage against existing Sales and Business processes.
- Formalized, structured, and prioritized business requirements.
- Co-developed and validated the CRM roadmap with top management, IT teams, and business teams.
CRM Roadmap Management- Defined and prioritized functional evolutions aligned with business objectives.
- Coordinated analysis, testing, validation, and production deployment phases.
- Served as the primary point of contact for troubleshooting, functional support, and request arbitration.
- Ensured overall CRM consistency and alignment with commercial strategy.
CRM Community, Adoption & Enablement- Created, edited, and distributed CRM content (guides, best practices, communications).
- Organized and facilitated monthly and quarterly CRM community sessions.
- Designed and delivered training for key users.
- Managed CRM onboarding for new employees.
Management & Coordination- Directly managed 1 FTE (business).
- Provided functional leadership to a team of 4 FTEs in charge of CRM development.
- Acted as a central coordinator between business and IT: requirement definition, functional validation, production deployment, and adoption.
- MalatiréFreelance Consultant - Sales Operations & CRMBANKING AND INSURANCEApril 2025 - August 2025 (4 months)Paris, France- Sales Process Audit:
- Identify bottlenecks, improve lead tracking and prospect qualification to enhance conversion.
- Gather business use cases: Collect stakeholder feedback on current processes.
- Identify friction points in processes and tools used.
- Functional Scoping of Tools and Data Management:- Ensure data quality, integrity, and accessibility through better CRM usage, providing a 360° view of customer interactions.
- Application mapping and data flows: List all tools used by relevant teams / Map data flows of management tools.
- Improvement of Pipedrive CRM, Strategic Consulting, and Internal Transformation Project Implementation:- Tool centralization and rationalization (elimination of duplicate tools).
- Automation and integrations: Scope and supervise integrations between tools (API, No-code).
- N2JSoft, logiciels administratifs et RHFreelance Consultant | Sales Operations & CRMSOFTWARE PUBLISHINGOctober 2024 - July 2025 (9 months)Montagnat, France- Sales Process Audit:
- Identify bottlenecks, improve lead tracking and prospect qualification to enhance conversion.
- Reduce administrative errors and delays by improving communication between sales, customer service, and finance departments.
- Gather business use cases: Collect stakeholder feedback on current processes.
- Identify friction points in processes and tools used.
- Functional Scoping of Tools and Data Management:- Ensure data quality, integrity, and accessibility through better CRM usage, providing a 360° view of customer interactions.
- Application mapping and data flows: List all tools used by relevant teams / Map data flows of management tools.
- Optimize CRM adoption by teams, ensure optimal management of sales opportunities, and better collaboration between departments.
- CRM POC, Strategic Consulting, and Internal Transformation Project Implementation:- CRM POC: Hubspot CRM configuration, POC creation and tracking, CRM data migration support, team onboarding and training.
- Master data management (customers and products).
- Team training and support: Change Management / Training.
- Business Intelligence (POWER BI):- Business needs gathering: Reporting, KPIs, metrics, data, sources.
- Reporting and Business Intelligence: Implementation of BI dashboards on PowerBI for monitoring and steering of team activities and performance.
Recommendations
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Education
- Master of Science in ManagementKEDGE Business School2017Master of Science (MSc), Brand & Business Management
- Bachelor of Business & Bachelor of ArtsInstitut des Hautes Etudes Commerciales de Carthage2014Bachelor of Business Administration - BBA, Management
Certifications
- Power BI Data Analyst AssociateMicrosoft Certified