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 perks are normally available after three months, with potential flexibility.

- Flexible schedules.

- Professional development through training opportunities.

- Social activities.

📌 Senior CRM Functional Consultant - Quebec (Canada)
🏢 Talentuch
📍 Canada