Solutions Metrix · 3 months ago
Strategic Advisor - Financial Services
United States
Full-time
Remote
Senior Level, Lead/Staff
15+ years expSolutions Metrix is a company specializing in CRM implementations for various industries. They are seeking an experienced professional to act as a strategic advisor and business development driver for their Financial Institutions practice, focusing on strengthening client relationships and driving business growth.
ConsultingCRM
Responsibilities
Serve as an executive arm of the organization, engaging with senior leaders of banks and credit unions
Build credibility and act as a trusted advisor, clearly articulating the value proposition of our solutions
Represent the organization at industry events, conferences, and client-facing sessions
Partner with clients to align technology and transformation initiatives with their strategic goals
Identify their 'CRM blind spot' where they didn’t know they could use CRM/process automation for specific tactics
Facilitate on-site strategy sessions to co-create 1–3 year roadmaps addressing lending, retail banking, marketing, and operational efficiency
Conduct Quarterly business reviews with them
Ensure programs deliver measurable business outcomes, increasing client retention and lifetime value
Share best practices to achieve their strategic goals with the Credit Union and regional banks, i.e. Initiatives that had success and how to articulate at your financial institution
Drive net-new business opportunities, with a strong focus on retail & commercial banking transformation
Collaborate on product development, go-to-market positioning, and thought leadership in financial services
Help build TCO 2-5 years
Leverage industry knowledge to identify and capture growth opportunities with both new and existing clients
Support internal teams by providing financial services expertise and guidance
Help evolve client management from administrative tasks toward true advisory and growth-partner roles
Provide oversight, insight, and mentorship on structuring client engagements, proposals, and strategic plans
Drive some leadership workshops during our Inception process
Represent the company in speaking engagements and client events
Provide executive presence and thought leadership in marketing and brand-building efforts
Qualification
Required
15+ years of experience in financial services (banking/credit unions), with proven success in business growth and client strategy
Strong executive presence with ability to build trust and credibility with middle management and C-suite leaders
Deep understanding of banking operations, lending, and commercial banking
Demonstrated ability to craft strategic roadmaps and translate client goals into actionable business outcomes
Entrepreneurial mindset: thrives in dynamic, high-growth environments, willing to roll up sleeves and execute
Excellent communication and relationship-building skills
Company
Solutions Metrix
We adapt our solutions to your business and your industry. Not the other way around. We are CRM specialists.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sébastien Forget
President Owner
Recent News
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