CRM Consultant

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🕒 May 29

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Solutions Metrix

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2001

🏢 Enterprise

☁️ SaaS

🤝 B2B

Enterprise • SaaS • B2B

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.

📋 Description

• Lead the architecture and configuration of our CRM platform to match our internal sales, pre-sales, and delivery workflows. • Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate. • Design dashboards and reports giving leadership real-time visibility into revenue, pipeline health, and client engagement. • Document current internal processes and identify friction points where CRM can reduce manual work or improve data quality. • Automate repetitive tasks to free up consultant and sales time. • Conduct needs analysis sessions with each internal team to surface requirements and prioritize roadmap items. • Act as the primary point of contact for CRM-related questions, issues, and enhancement requests. • Develop role-specific training materials and deliver onboarding workshops for all internal users. • Define and enforce data entry standards, naming conventions, and hygiene processes.

🎯 Requirements

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

🏖️ Benefits

• Medical & dental insurance • Flexible working hours • Hybrid work model • Tuition reimbursement • Paid time off • Diverse & inclusive environment • Access to SM's full knowledge base