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Open nowPosted 33 days ago

Senior CRM Consultant

talentuch26 open roles

Where
Canada, Remote
Work mode
Remote
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Your applicationOpen nowSenior CRM Consultanttalentuch · Canada, Remote

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The clock on this job

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Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 33 days ago

The posting

Role Summary:

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.

Requirements:

  • Degree in Software Engineering, IT, or a related field.
  • 5+ years of CRM consulting and implementation experience.
  • Understanding of the technical aspects (e.g., APIs, data models, objects, field mapping, integrations), while not necessarily being hands-on with development.
  • Strong consulting and communication skills, including requirements gathering, workshop facilitation, presentations, and relationship building with external clients.
  • Experience working directly with external customers in a consulting environment.
  • 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 in implementing CRM solutions in the Financial Services industry. i.e. Banks and Credit Unions is a plus.

Company offers:

  • Annual performance and salary review.
  • Vacation and sick leave.
  • Healthcare benefits.
  • Flexible schedules.
  • Professional development through training opportunities.
  • Social activities.
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