Senior Project Manager — CRM & Digital Transformation (Financial Services)
Remote | India Similar titles: Delivery Manager · Programme Manager · IT Project Manager
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 implement and integrate Creatio CRM and Boomi-based solutions for financial institutions managing billions in assets.
We are hiring a Senior Project Manager to own end-to-end delivery across our client portfolio. This is not a coordination role. You will be the primary point of accountability for project outcomes - budget, scope, timeline, stakeholder relationships, and team performance.
Note on schedule: This role operates on a 9 AM–5 PM EST schedule. It is fully remote with flexible hours. We compensate significantly above the Indian market rate. Please consider the schedule honestly before applying.
What You'll Do
- Own full project delivery - budget, schedule, scope, quality, and stakeholder communication from kickoff through go-live
- Lead client-facing governance: status reporting, escalation management, executive stakeholder alignment, and difficult conversations when projects go off track
- Build and maintain project plans covering objectives, technologies, timelines, resources, and risk strategies
- Run risk assessments and develop proactive mitigation strategies before issues become escalations
- Manage the transition from signed contract to delivery team — fast, clean, and according to established process
- Oversee bi-weekly invoicing reports to ensure accurate client billing
- Coach and mentor delivery team members on PM best practices and current processes
- Negotiate with stakeholders and vendors to secure the resources needed for successful delivery
- Establish governance and reporting structures across the project portfolio
- Participate in agile ceremonies and maintain project documentation in Confluence and JIRA
What We're Looking For
Must-haves
- 8+ years of project management experience in IT or technology consulting
- Proven track record in managing CRM implementation projects end-to-end
- Direct experience with financial services clients — banks, credit unions, or insurance
- Strong client-facing presence — you have led executive stakeholder conversations, managed escalations, and delivered difficult news professionally
- Hands-on with Atlassian Confluence and JIRA
- Professional-level English - written and verbal
- Genuine openness to working EST hours (9 AM–5 PM)
Strong advantages
- PMP, PMI-ACP, CSM, or equivalent certification
- Experience with major CRM comparable platforms (Salesforce, Dynamics, Pega)
- Background working on North American client accounts from India
Why Solutions Metrix
- Compensation well above market — Highly competitive pay structured to reflect the seniority and EST commitment
- Direct client ownership — you are not a delivery coordinator behind a senior partner. You own the relationship.
- North American financial services clients — institutions managing billions in assets
- Boutique environment — small, senior team with no bureaucratic layers between you and decision-makers
- Fully remote, flexible — you manage your day
About Us
Founded in 2001 and headquartered in Montreal, Solutions Metrix is a CRM consulting firm specializing in digital transformation for North American banks and credit unions. We deliver Creatio CRM implementations, Boomi integrations, and end-to-end transformation programs as a trusted implementation partner.
Solutions Metrix is an equal opportunity employer. Hiring decisions are based solely on qualifications, merit, and business needs.
Top Skills
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:
