Become a key player at SolutionsMetrix as a CRM Consultant specializing in the financial services sector. Design custom CRM solutions and optimize business processes for banks and credit unions. This role focuses on implementation, requiring expertise in CRM automation and significant experience with financial services clients.

Responsibilities include needs analysis, training, process improvement, and maintaining project documentation using agile methodologies. Your insights will be crucial in creating effective solution designs and enhancing customer engagement through creative strategies. Key Responsibilities:

- Provide expert CRM advice for Banks and Credit Unions
- Analyze client processes to determine CRM requirements




- Develop training materials and deliver user workshops
- Automate tasks and create workflows for efficiency
- Build robust CRM architectures tailored to client needs Requirements:
- Degree in Software Engineering, IT, or related field
- Strong grasp of business process concepts
- Valid CRM Certification required
- Experience with financial services CRM implementations
- Proven strategic thinking and client management skills Enhance your career in CRM consulting by making impactful contributions to financial services clients.

📌 CRM Consultant for Financial Services (Montreal)
🏢 Solutions Metrix
📍 Montreal