Implementation Consultant

SolutionsMetrix

Product Owner - CRM Consultant for Financial Services

Overview: This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs. You will work directly with financial services clients to understand their business needs and translate them into functional requirements.

Key Responsibilities

• Financial Services Expertise: Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation
• Needs Analysis: Analyze client business processes to identify requirements and opportunities for CRM optimization.
• Training & Support: Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption.
• Process Improvement: Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement.
• Solution Design and Architecture: Develop robust CRM system architectures and detailed designs based on client requirements.
• Agile Methodology: Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope
• Strategic and Tactical Execution: Bridge strategic planning with hands‑on implementation. Build release plans, develop solutions, and ensure quality assurance through testing plans. Proactively identify and resolve potential issues.
• Knowledge Sharing: Contribute to the development of business applications and thought leadership content. Mentor junior consultants and support the growth of the CRM practice.
• Problem Resolution: Address complex project challenges and manage conflict in dynamic client situations.

Qualifications

• Degree in Software Engineering, IT, or a related field.
• Strong understanding of business process concepts and project lifecycles.
• Valid CRM Certification.
• Proven ability to lead strategic discussions and manage client relationships.
• Ability to combine strategic thinking with practical execution.
• Extensive knowledge and experience of implementation CRM solutions in Financial Services industry. i.e Banks and Credit Unions

Benefits

• Competitive salary.
• Paid time off.
• Medical and dental insurance.
• Flexible working hours.
• Hybrid work model.
• Tuition reimbursement.
• Diverse and inclusive work environment.

Who are we?

Since 2001, Solutions Metrix has been implementing CRM in companies of all sizes and industries, whether they are in Montreal, Quebec, or elsewhere in Canada or in North America. Our team of specialists master a very large number of CRMS without being linked to any. We always recommend the best CRM to our customers according to their needs and objectives. Our method defines a simple implementation process for companies that allows them to quickly and easily use their software and optimize it to the maximum. The secret to our success is simple: we tailor our solutions to our customers' business models, markets and industries.

Solutions Metrix is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Solutions Metrix makes hiring decisions based solely on qualifications, merit, and business needs at the time.