Senior CRM Consultant

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.