Senior CRM Consultant

Canada
Remote
Posted Jul 28, 2026
1 position

Opens an external site

Employment type: Full-time
Experience level: Senior · 5+ years
Minimum education: Professional degree
Posting language: English
Working hours: 40 hours per week
Location requirements: Country, CA

Job summary

You will design and implement custom CRM solutions by developing system architectures and process maps for financial services clients. Additionally, you will lead requirements gathering, automate business workflows, and provide post-go-live support to ensure successful adoption.

Job details

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.

What you’ll do

Requirements

Candidates must hold a degree in Software Engineering, IT, or a related field and possess at least 5 years of CRM consulting experience. A valid CRM certification and strong expertise in financial services business processes are required.