Creatio Technical Consultant
CRM & Digital Transformation Remote |(Global Remote Opportunity)
Similar titles: CRM Technical Architect · Creatio Developer · CRM Solutions Architect
About the Role
Solutions Metrix is a North American CRM consulting firm delivering digital transformation programs for banks and credit unions across Canada and the United States. We are Creatio's Premier Partner for Banks and Credit Unions - Creatio CRM is at the core of everything we build.
We're looking for a Technical Consultant who knows the platform deeply and can own the technical layer of complex implementations end-to-end. This is a senior, client-facing role. You will architect solutions, lead integrations, and work directly with client IT teams.
Note on schedule: The role is completely remote. Our clients are based in North America, so some EST timezone overlap is expected - we are flexible on how you structure your day around this.
What You'll Do
- Architect and implement Creatio CRM solutions tailored to complex client business requirements
- Lead system integrations between Creatio and client enterprise systems - ensuring clean data flows, optimal workflows, and strong user experience
- Work directly with client IT departments to ensure on-time, in-scope, in-budget delivery
- Translate complex technical concepts into clear language for non-technical stakeholders - bridging the gap between IT and business
- Coach and mentor junior consultants on Creatio best practices and implementation standards
- Contribute to SM's internal knowledge base and participate in the broader Creatio community through blogs, webinars, or forums
What We're Looking For
Must-haves
- Creatio CRM Developer Advanced Certification (mandatory)
- 4+ years leading CRM implementation projects, including system integrations
- Deep hands-on Creatio platform knowledge - architecture, configuration, low-code development, and integration patterns
- Strong client-facing communication skills - written and verbal in English
- Experience mentoring or leading junior technical team members
- Ability to overlap with EST working hours
Strong advantages
- Financial services domain experience (banking, credit unions, insurance)
- Experience with iPaaS integration tools
- Active participation in the Creatio community
- Full project lifecycle experience - from discovery and design through go-live and support
Why Solutions Metrix
- Creatio-first environment
- Premier Partner status - work at the highest level of the Creatio ecosystem, on complex North American financial services implementations
- Senior exposure - boutique firm, expert team - you work directly with senior clients and decision-makers.
- Continuous learning - we actively support certifications, community involvement, and professional development
- Fully remote, flexible - work from anywhere - aligned with EST timezone
Benefits
- Competitive compensation
- Flexible working hours
- Fully remote
- Paid time off
- Medical and dental insurance
- Tuition reimbursement
- Company equipment
- Diverse and inclusive team culture
About Us
Founded in 2001 and headquartered in Montreal, Solutions Metrix is a CRM consulting firm focused on North American financial services. We specialize in Creatio CRM implementations, Boomi integrations, and digital transformation programs for banks and credit unions across Canada and the US.
Solutions Metrix is an equal opportunity employer. Hiring decisions are based solely on qualifications, merit, and business needs.
Skills Required
- Creatio CRM Developer Advanced Certification
- 4+ years leading CRM implementation projects, including system integrations
- Deep hands-on Creatio platform knowledge
- Strong client-facing communication skills
- Experience mentoring or leading junior technical team members
What We Do
Solutions Metrix is an internationally recognized company offering business consulting and CRM implementation services on platforms such as Creatio, Salesforce, Microsoft Dynamics 365 & SugarCRM to replace outdated segregated systems. Since 2001, expert CRM consultants at Solutions Metrix have been implementing CRMs as work tools, not databases, allowing clients to optimize their control. This software delivers a powerful combination of strategic objectives for marketing, sales, and higher management, to leverage tactical goals, and effective customer-facing processes. The CRM implementation consultants at Solutions Metrix are your partners who will ensure a seamless transition by establishing a thorough, customized roadmap. From the inception of your goals, to training and post-implementation support, we’ve got you covered. When you’re ready to make informed decisions supported by easy-to-read and reliable data, book a free consultation:
