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.