IT Consultant providing tailored IT solutions and support for clients in managed services. Involves project management, infrastructure maintenance, and team collaboration in a hybrid environment.
About the role
- Senior Consultant leading client engagements for digital transformation in financial services. Focus on architecting CRM solutions and managing stakeholder relationships in a hybrid environment.
Responsibilities
- Lead functional discovery workshops with banking and credit union clients to map business processes, identify pain points, and define requirements
- Design CRM solution architectures, process maps, and detailed functional specifications based on client needs
- Own client relationships throughout the project lifecycle - you are the primary point of contact, not a resource behind a project manager
- Bridge strategic planning and hands-on execution: build release plans, develop solutions, and manage quality assurance through testing
- Provide expert guidance to financial services clients on how CRM automation can optimize their operations
- Develop training materials and deliver workshops to client teams, ensuring smooth adoption post-go-live
- Mentor junior consultants and contribute to the growth of our consulting practice
- Resolve complex project challenges and navigate conflict in dynamic client situations
Requirements
- 7+ years of professional experience in consulting, business analysis, product management, business transformation, or client-side digital/CRM operations
- Bilingual French and English
- Based in Montreal (hybrid work model)
- Proven ability to lead workshops, manage senior stakeholders, and present to executive audiences
- Strong structured thinking - you can take a complex business problem and break it into actionable components
- Experience working with enterprise clients, ideally in financial services, insurance, or similarly regulated industries
- The ability to explain complex concepts in plain language
- Strong advantages
- Experience in banking, credit unions, or financial services specifically
- Background in CRM, ERP, or enterprise platform implementations (any platform)
- Management consulting experience at a firm like Deloitte, Accenture, CGI, Alithya, Levio, or similar
- Product management or product ownership experience in B2B SaaS
- Familiarity with agile delivery methodology
- Experience with business process automation or workflow design
Benefits
- Competitive compensation
- Paid time off
- Medical and dental insurance
- Flexible working hours
- Hybrid work model
- Tuition reimbursement
- Diverse and inclusive work environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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