
11 - 50 employees
Founded 2001
💼 Consulting
📣 Marketing
🏥 Healthcare
Consulting • Marketing • Healthcare
Solutions Metrix is a company that specializes in customer relationship management (CRM) solutions. They provide CRM consulting, implementation, optimization, and support services, aiming to enhance customer experience and increase customer lifetime value. They work with a range of CRM platforms including Salesforce, Microsoft Dynamics 365, Creatio, and SugarCRM, and cater to industries such as banking, insurance, higher education, manufacturing, and more. Solutions Metrix offers holistic CRM strategies aligned with organizational goals, focused on user adoption and comprehensive change management.
🔥 1 minute ago
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11 - 50 employees
Founded 2001
💼 Consulting
📣 Marketing
🏥 Healthcare
Consulting • Marketing • Healthcare
Solutions Metrix is a company that specializes in customer relationship management (CRM) solutions. They provide CRM consulting, implementation, optimization, and support services, aiming to enhance customer experience and increase customer lifetime value. They work with a range of CRM platforms including Salesforce, Microsoft Dynamics 365, Creatio, and SugarCRM, and cater to industries such as banking, insurance, higher education, manufacturing, and more. Solutions Metrix offers holistic CRM strategies aligned with organizational goals, focused on user adoption and comprehensive change management.
• Coordinate movement of opportunities through defined sales stages. • Ensure adherence to documented stage entry/exit criteria. • Schedule and facilitate internal deal reviews. • Maintain action logs and follow-up tracking. • Maintain CRM hygiene and data quality standards. • Ensure opportunities, contacts, and activities are updated. • Audit pipeline integrity and forecast inputs. • Generate recurring pipeline and performance reporting. • Coordinate proposals, SOWs, contracts, and supporting materials. • Track deliverables and deadlines. • Manage approvals and internal routing. • Coordinate Sales, Marketing, Solutions Engineering, Delivery, and Leadership interactions. • Facilitate meeting scheduling and stakeholder engagement. • Maintain sales playbooks and process documentation. • Drive adoption of automation and AI-enabled workflows. • Track deal momentum and identify stalled opportunities. • Surface risks and blockers early.
• 3–7+ years in Sales Operations, Revenue Operations, Sales Support, Project Coordination, CRM Administration, or Consulting Operations • Strong CRM proficiency (especially services/consultative environments) • Comfortable managing multiple stakeholders • High ownership mentality with low ego.
• Health insurance • PTO • Flexible working hours
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