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SolutionsMetrix CRM Consultant Position

Job in Montreal, Montréal, Province de Québec, G4F, Canada
Listing for: Solutions Metrix
Full Time position
Listed on 2026-11-04
Job specializations:
  • IT/Tech
    CRM Systems & Management, IT Consultant
Job Description & How to Apply Below
Location: Montreal

Step into the Solutions Metrix team as a CRM Consultant, focusing on implementing customized solutions for the financial services industry. Drive enhanced customer interactions through your expertise.

This position involves direct collaboration with financial clients to define requirements and develop tailored CRM systems.

Your role is pivotal in training users, conducting process analyses, and facilitating CRM adoption post-implementation. Engage with agile project management practices to ensure timely and effective delivery of solutions.

Key Responsibilities:

• Develop and design CRM solutions based on client needs

• Analyze operational processes to identify CRM opportunities

• Conduct workshops and create training resources

• Automate repetitive tasks to enhance customer interactions

• Maintain thorough project documentation and participate in agile ceremonies

Requirements:

• Degree in a relevant technical field required

• Strong understanding of business processes

• Valid CRM Certification is essential

• Experience in financial services CRM implementations

• Excellent client relationship management skills

Be part of a team providing strategic CRM implementation and training at Solutions Metrix.
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