Senior CRM Functional Consultant - Quebec
CAseniorFunctional ConsultantBusiness Analysis & Process
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Quick Summary
Overview
Role Overview This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs.
Technical Tools
Functional ConsultantBusiness Analysis & Process
Responsibilities
~1 min read- →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
~1 min read- 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.
- 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.
Location & Eligibility
Where is the job
CA
On-site within the country
About this job
- Posted
- 84 days ago
Listing Details
- Posted
- August 17, 2026
- First seen
- September 28, 2026
- Last seen
- November 8, 2026
Posting Health
- Days active
- 41
- Repost count
- 0
- Trust Level
- 22%
- Scored at
- November 9, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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