Lead client engagements in designing and implementing CRM solutions for financial institutions, managing stakeholder relationships, and mentoring junior consultants.

The Boomi Integration Architect will lead integration solution design, establish best practices, oversee implementations, mentor developers, and ensure compliance with industry standards.

The Implementation Consultant designs and implements custom CRM solutions, provides expert advice to financial services clients, conducts needs analysis, develops training materials, improves processes, and promotes knowledge sharing while managing client relationships.

The Technical Consultant will architect and implement Creatio CRM solutions, lead integrations, and coach junior consultants, focusing on complex client needs.

The Creatio Technical Consultant leads CRM projects, fosters teamwork, communicates complex concepts, and ensures successful project delivery with a focus on client needs.

The Senior Project Manager will oversee project execution in technology, manage resources, track milestones, ensure quality, and report on project status while coaching the delivery team.

The Executive Assistant supports the President with administrative tasks including calendar management, communication filtering, and travel coordination, ensuring productivity and efficiency.

Design and implement custom CRM solutions for financial services clients, focusing on needs analysis, process improvement, and training support while executing within agile frameworks.

Provide first-line support for Dynamics 365 CRM: troubleshoot issues, configure no-code solutions, triage tickets, manage SLAs, coordinate with Delivery/Sales/Finance, improve support processes, and onboard/train staff and customers.