Senior Consultant - Digital Transformation (Financial Services)
Solutions Metrix | Montreal, QC | Hybrid
Similar titles: Senior Business Consultant · Senior CRM Consultant · Principal Consultant · Senior Functional Consultant · CRM Product Owner
About the Role
Solutions Metrix works with banks and credit unions in North America to design and implement CRM solutions that transform how financial institutions operate.
We're hiring a Senior Consultant to lead client engagements end-to-end. You'll own discovery sessions, architect CRM solutions, manage stakeholder relationships, and drive implementations from strategy through go-live. This is a high-ownership role in a boutique environment where you work directly with C-suite and VP-level banking executives.
You don't need CRM platform experience to succeed here. What matters is that you can walk into a room full of senior bankers, understand their business problems, and translate those into solutions - then see them through to delivery.
What You'll Do
- Lead functional discovery workshops with banking and credit union clients to map business processes, identify pain points, and define requirements
- Design CRM solution architectures, process maps, and detailed functional specifications based on client needs
- Own client relationships throughout the project lifecycle - you are the primary point of contact, not a resource behind a project manager
- Bridge strategic planning and hands-on execution: build release plans, develop solutions, and manage quality assurance through testing
- Provide expert guidance to financial services clients on how CRM automation can optimize their operations
- Develop training materials and deliver workshops to client teams, ensuring smooth adoption post-go-live
- Mentor junior consultants and contribute to the growth of our consulting practice
- Resolve complex project challenges and navigate conflict in dynamic client situations
What We're Looking For
Must-haves
- 7+ years of professional experience in consulting, business analysis, product management, business transformation, or client-side digital/CRM operations
- Bilingual French and English
- Based in Montreal (hybrid work model)
- Proven ability to lead workshops, manage senior stakeholders, and present to executive audiences
- Strong structured thinking - you can take a complex business problem and break it into actionable components
- Experience working with enterprise clients, ideally in financial services, insurance, or similarly regulated industries
- The ability to explain complex concepts in plain language
Strong advantages
- Experience in banking, credit unions, or financial services specifically
- Background in CRM, ERP, or enterprise platform implementations (any platform)
- Management consulting experience at a firm like Deloitte, Accenture, CGI, Alithya, Levio, or similar
- Product management or product ownership experience in B2B SaaS
- Familiarity with agile delivery methodology
- Experience with business process automation or workflow design
Why Solutions Metrix
- Real ownership and senior exposure: You present to executives, you own relationships, you see your work in production.
- Financial services depth. We work with enterprise banks and credit unions with billions of assets under their control. You build genuine domain expertise across North American clients.
- Growth without bureaucracy. We invest in certifications, community involvement, and continuous learning.
- Work-life balance that's real. Hybrid, flexible hours, and a team that respects boundaries.
Benefits
- Competitive compensation
- Paid time off
- Medical and dental insurance
- Flexible working hours
- Hybrid work model
- Tuition reimbursement
- Diverse and inclusive work environment
About Us
Founded in 2001, Solutions Metrix has been implementing CRM solutions for companies across North America for over two decades. We are Creatio's Premier Partner for banks and credit unions - a distinction earned through deep financial services expertise and consistently successful implementations. Our team of specialists works directly with clients to design solutions tailored to their business models, markets, and regulatory environments.
Solutions Metrix is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
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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:
