Senior CRM Consultant
Accountabilities: As a Senior CRM Consultant, you will lead CRM consulting engagements by connecting business objectives with technology solutions. You will support clients throughout the CRM lifecycle, ensuring successful implementations, user adoption, and continuous improvement while contributing to the growth of the consulting practice.
Advise financial services organizations on CRM strategies, automation opportunities, and operational improvements.
Analyze client processes, identify business requirements, and recommend CRM optimization opportunities.
Design CRM system architectures, process maps, and detailed solution designs aligned with client needs.
Translate business requirements into functional specifications and implementation plans.
Develop training materials, facilitate workshops, and provide post-launch support to ensure successful adoption.
Design workflows and automation solutions to improve efficiency and enhance customer experiences.
Participate in agile ceremonies, maintain project documentation, and support timely delivery of CRM initiatives.
Create release plans, define testing strategies, support quality assurance activities, and proactively resolve project challenges.
Build strong relationships with external stakeholders through effective communication and strategic guidance.
Contribute to CRM best practices, knowledge sharing, thought leadership, and mentorship of junior consultants.
Requirements:
The ideal candidate brings strong CRM consulting experience, excellent communication skills, and the ability to combine strategic thinking with practical execution. You should be comfortable working directly with clients, leading discussions, and delivering CRM solutions that address complex business needs.
Degree in Software Engineering, Information Technology, or a related field.
5+ years of experience in CRM consulting, implementation, and solution delivery.
Strong understanding of CRM technical concepts, including APIs, data models, objects, field mapping, and integrations.
Experience gathering requirements, facilitating workshops, delivering presentations, and managing client relationships.
Proven experience working directly with external customers in a consulting environment.
Strong understanding of business processes, project lifecycles, and agile methodologies.
Valid CRM certification.
Ability to lead strategic conversations while maintaining focus on execution and delivery.
Experience implementing CRM solutions within financial services environments, such as banking or credit union organizations, is highly desirable.
Strong problem-solving skills and the ability to manage complex client situations effectively.
Benefits:
Annual performance and salary reviews.
Vacation and sick leave benefits.
Healthcare coverage.
Flexible working schedules.
Professional development opportunities through training programs.
Social activities and team engagement initiatives.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?
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