Senior CRM Consultant

Job description

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.