
11 - 50 employees
Founded 2001
đź’Ľ 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
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
đźź Senior
đź’° Business Development (BDR)
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11 - 50 employees
Founded 2001
đź’Ľ 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.
• Build and run an account-based growth strategy in financial services • Research priority banks and credit unions, including leadership, technology environments, priorities, and active initiatives • Monitor engagement triggers such as executive changes, mergers, technology conversions, modernization, and customer or member experience programs • Identify executives and influencers across technology, operations, digital, member experience, data, and marketing • Use company, employee, advisor, client, and partner connections for introductions • Conduct personalized outreach by phone, email, LinkedIn, events, and referrals • Collaborate with Creatio, Boomi, and other technology partners on shared target accounts, introductions, and joint pursuits • Hold discovery conversations to understand challenges and current state • Identify needs in CRM, integration, data, workflow automation, member experience, and modernization • Hand off qualified opportunities to sales and consulting teams • Track account development, pipeline, partner-assisted activity, and account intelligence in the CRM
• 3 to 5+ years in business development, account development, enterprise sales, fintech, financial services, consulting, enterprise software, or a related field • Skill at researching organizations and finding the right decision-makers and influencers • Strong written and verbal communication, credible with senior business and technology leaders • Comfort starting relationships by phone, email, LinkedIn, events, and referrals • Experience with CRM and sales or business development tools • Experience with banks, credit unions, fintechs, or financial services technology providers • Familiarity with core banking, CRM, integration, data, digital banking, or workflow automation platforms • Account-based marketing, named-account sales, or strategic account development experience • Relationships with executive-level buyers
• No benefits or compensation extras specified
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