Senior CRM Consultant

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.

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.

• 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.

• Annual performance and salary review.
• Vacation and sick leave.
• Healthcare benefits.
• Flexible schedules.
• Professional development through training opportunities.
• Social activities.