About the Role
Solutions Metrix is a North American CRM consulting firm helping banks and credit unions modernize their operations through CRM implementation, process automation, and digital transformation.
We're growing our delivery team and looking for a Functional Consultant who is equally comfortable running a client workshop and designing a CRM solution. This is a senior, client-facing role.
Note on schedule: This role operates on a 9 AM – 5 PM EST schedule to align with our North American clients. This role is fully remote. We compensate significantly above the Indian market rate and offer full flexibility. We understand it's a real commitment. Please consider this honestly before applying.
What You'll Do
- Lead discovery workshops and requirements gathering sessions directly with bank and credit union stakeholders
- Translate business needs into functional specifications, process maps, and solution designs
- Design CRM workflows and automation - member onboarding, loan origination, contact center routing, relationship management
- Own client communication throughout delivery - alignment, transparency, and trust are your responsibility
- Coordinate with internal architects and developers to ensure on-time, in-scope delivery
- Build and deliver end-user training and support clients through go-live adoption
- Mentor junior consultants and contribute to SM's internal knowledge base
What We're Looking For
Must-haves
- 4+ years as a Functional Consultant or Business Analyst on a major CRM platform (Creatio, Salesforce, Dynamics, Pega, or equivalent)
- Proven client-facing experience - you've led workshops and managed stakeholder relationships independently
- Strong BFSI domain knowledge (banking, credit unions, insurance, lending)
- Professional-level English - client calls, requirements docs, difficult conversations
- Genuine openness to working EST hours
Nice to haves
- Prior experience with North American client accounts
- Full lifecycle delivery experience
Why Solutions Metrix
- Senior exposure from day one
- North American clients — banks and credit unions managing billions in assets
- Above-market compensation — structured to reflect what we as
- Real ownership — you're a delivery partner, not a staff resource
- Fully remote
About Us
Founded in 2001, Solutions Metrix is a Montreal-based CRM consulting firm focused on North American financial services. We specialize in Creatio CRM, Boomi integrations, and digital transformation 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.
