Solutions Metrix · 8 hours ago
Functional CRM Consultant
United States
Full-time
Remote
Senior LevelSolutions Metrix is a company specializing in implementing CRM solutions across various industries. They are seeking a Functional CRM Consultant to design and implement custom CRM solutions for financial services clients, focusing on understanding their business needs and translating them into functional requirements.
ConsultingCRM
Responsibilities
Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation
Analyze client business processes to identify requirements and opportunities for CRM optimization
Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption
Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement
Develop robust CRM system architectures and detailed designs based on client requirements
Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope
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
Contribute to the development of business applications and thought leadership content. Mentor junior consultants and support the growth of the CRM practice
Address complex project challenges and manage conflict in dynamic client situations
Qualification
Required
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.
Company
Solutions Metrix
We adapt our solutions to your business and your industry. Not the other way around. We are CRM specialists.
Founded in 2001
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sébastien Forget
President Owner
Recent News
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