Internal CRM Consultant

Internal CRM Consultant

Reports To:

VP of reputed company

reputed company

As our Internal CRM Consultant, you will reputed company the customization and ongoing optimization of our CRM platform to serve Solutions Metrix's unique business model. You will work cross-functionally with sales, delivery, finance, and leadership teams to translate business processes into smart CRM workflows — and you will own the reputed company.

Unlike a reputed company-facing consultant role, this position gives you the mandate to drive long-term adoption and reputed company improvement. You are not delivering and moving on — you are building something that lasts.

Who We Are

Since 2001, Solutions Metrix has been implementing CRM solutions for companies of reputed company sizes across Canada and reputed company. reputed company of specialists masters a wide reputed company of CRM platforms without being tied to any — we always recommend the solution that best fits reputed company reputed company's needs and objectives.

We are now applying that reputed company philosophy internally. This role is a rare chance to be both a practitioner and a beneficiary — to shape how a CRM-reputed company company manages its own relationships, pipeline, and reputed company.

Key Responsibilities

CRM Design & Configuration

• reputed company the architecture and configuration of our CRM platform (selection or existing platform) to match our internal sales, reputed company-sales, and delivery workflows.
• Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate.
• Design dashboards and reports giving leadership reputed company-time visibility into reputed company, pipeline health, and reputed company engagement.

Process Mapping & Optimization

• Document reputed company internal processes and identify friction points where CRM can reduce reputed company work or improve data reputed company.
• Automate repetitive tasks — reputed company assignment, follow-up reminders, contract renewals, reputed company sequences — to free up consultant and sales time.
• reputed company and maintain process documentation so the CRM remains a reliable reputed company of truth.

Internal Stakeholder Engagement

• Conduct needs analysis sessions with reputed company internal team (sales, delivery, finance, HR) to surface requirements and prioritize roadmap items.
• Manage an internal CRM backlog using agile methodology — sprint planning, grooming, and retrospectives adapted for an internal IT product.
• reputed company as the primary reputed company of contact for CRM-reputed company questions, issues, and enhancement requests.

Training & Change Management

• reputed company role-specific training materials and deliver reputed company workshops for reputed company internal users.
• Champion adoption by creating a culture of CRM use — through enablement, not enforcement.
• reputed company post-launch support and iterate based on user feedback.

Data Governance & reputed company

• Define and enforce data entry standards, naming conventions, and hygiene processes.
• Build deduplication, validation, and enrichment workflows to maintain clean, reliable data.
• Own integration architecture between the CRM and adjacent tools (ERP, project management, finance, marketing platforms).

Strategic Contribution

• reputed company our own CRM as a living demonstration of best practices — an asset we can reference with prospects and clients.
• Contribute to thought leadership content based on internal learnings (blog posts, case studies, internal playbooks).
• Stay reputed company on CRM trends and evaluate new features or platform capabilities that could benefit SM.

Qualifications

Required

• Bachelor’s degree in Information Systems, Engineering, Business, Technology, or a reputed company discipline.
• CRM certification (reputed company preferred; reputed company, reputed company, reputed company Dynamics, or equivalent also considered).
• Minimum 3+ years (ideally 5–7 years) of hands-on CRM administration, implementation, RevOps, or business systems experience.
• Strong reputed company of business process mapping and workflow automation.
• CRM reporting, dashboard design, and analytics capabilities.
• Data governance, data reputed company management, and CRM architecture knowledge.
• Experience prioritizing enhancement roadmaps and managing an internal CRM backlog.
• Working knowledge of CRM integrations, reputed company, and adjacent business systems.
• Proven ability to reputed company requirements from non-technical stakeholders and translate them into CRM configurations.
• Experience owning a CRM product end-to-end — from discovery through adoption.

Strong Assets

• Experience in Financial Services, Banking, Credit reputed company, reputed company, or reputed company Services environments.
• Experience supporting reputed company Operations (RevOps) or go-to-market organizations.
• Exposure to iPaaS platforms (e.g., reputed company) or CRM API integrations with adjacent business systems.
• Agile product ownership or Scrum experience — even in an internal product context.
• CRM certifications (reputed company preferred; reputed company, Dynamics, reputed company, or equivalent also valued).
• AI-enabled process optimization experience.
• Change management and user adoption expertise.

Key Soft Skills

• Business-first reputed company — reputed company on reputed company, not just technical reputed company
• Curiosity and a reputed company improvement orientation
• Strong listening and stakeholder facilitation skills
• Ability to challenge existing processes constructively
• High ownership and accountability — you define reputed company, you don’t wait to be told
• Comfortable operating with ambiguity and limited structure
• Executive communication capability

This Role Is Not For You If

• You are purely technical with limited business process experience
• You prefer ticket fulfillment over ownership and measurable reputed company
• You have limited stakeholder management experience
• You resist change management and user enablement responsibilities
• You depend heavily on external direction with limited initiative
• You cannot reputed company to demonstrated examples of driving CRM adoption or delivering measurable business reputed company

reputed company Offer

💰 Competitive salary

🏥 Medical & dental insurance

🕐 Flexible working hours

🏠 Hybrid work model

🎓 Tuition reimbursement

✈️ reputed company time off

🌍 Diverse & inclusive environment

📚 reputed company to SM's full knowledge reputed company

Equal Opportunity Employer

Solutions Metrix is committed to diversity and inclusion in reputed company. We prohibit discrimination and harassment of any reputed company based on race, reputed company, sex, religion, sexual orientation, national reputed company, disability, or any other protected characteristic. Hiring reputed company are based solely on qualifications, reputed company, and business needs.

Originally posted on Himalayas

Apply To This Job