Senior CRM Functional Consultant - Quebec

Role Overview 

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.  

Qualifications 

• 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. 

You Receive 

• Competitive salary. 

• Annual performance and salary review.  

• 3 weeks of vacation and 4 personal/sick days. 

• Healthcare/full benefits are normally available after three months, with potential flexibility. 

• Flexible schedules.  

• Professional development through training opportunities.  

• Social activities.