Posted 3 months ago
Senior CRM Consultant
@ Talentuch
Remote in Canada
Overview
Talentuch is hiring a Senior CRM Consultant to design and implement custom CRM solutions for financial services clients, mainly banks and credit unions. The role covers needs analysis, solution architecture, training, agile delivery and mentoring junior consultants. The posting states a full-time schedule and the benefits Talentuch offers, but no pay or work location.
Responsibilities:
- Design CRM architectures and process maps for clients
- Analyze client business processes and gather requirements
- Develop training materials and deliver workshops
- Automate workflows and manage agile project delivery
- Mentor junior consultants
Requirements summary:
- Degree in Software Engineering, IT or related field
- 5+ years of CRM consulting and implementation experience
- Valid CRM certification
- Understanding of APIs, data models and integrations
- Experience with banks and credit unions is a plus
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · breezy
- Employer posting date
- 2026-07-27
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Software development |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Client sites |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CRM Certification |
| Education | Bachelor’s degree (required) |
| Fields of study | Software Engineering, Information Technology |
| Perks mentioned | Generous paid time off, Flexible hours, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Talentuch
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
With over 8 years of expertise in international IT recruitment, Talentuch is successfully closing a wide range of IT positions, specializing mostly in SAP, and Microsoft Dynamics roles. Today, our team of 15 dedicated professionals proudly serves 40+ clients. We offer flexible subscription and project-based models to cater to your unique recruitment needs. Our results speak for themselves, with an impressive 20+ accepted offers each month and a capacity to conduct over 300 technical interviews worldwide. We've honed our expertise, and each of our team members is specializing in technical recruitment and sourcing. Our primary focus is to build a powerful team for your organization, ensuring your company's success.
- LinkedIn followers
- 10,225
- People associated on LinkedIn
- 46
- Reported office locations
- Chicago, IL 60603, US
- Business categories
- Human Resources
- Recruiting
- Professional Services
- Outsourcing
- Other recorded names
- Talentuch
- Specialties
- IT recruitment
- SAP recruitment
- Salesforce recruitment
- Microsoft Dynamics recruitment
- International recruitment
- Managed recruiters
- Managed talent sourcers
- and Recruitment Outsourcing
- Profile identifies a recruitment agency
- Yes
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
With over 8 years of expertise in international IT recruitment, Talentuch is successfully closing a wide range of IT positions, specializing mostly in SAP, and Microsoft Dynamics roles. Today, our team of 15 dedicated professionals proudly serves 40+ clients. We offer flexible subscription and project-based models to cater to your unique recruitment needs. Our results speak for themselves, with an impressive 20+…
| Field | Value |
|---|---|
| Industry | Staffing and Recruiting |
| Company size | 11-50 employees |
| Headquarters | Chicago, IL |
| Organization type | Privately Held |
| Year founded | 2016 |
| Specialties | IT recruitmentSAP recruitmentSalesforce recruitmentMicrosoft Dynamics recruitmentInternational recruitmentManaged recruitersManaged talent sourcersand Recruitment Outsourcing |
| Open jobs on Jobsy | 4 |
| View page |
Role Summary:
This role involves designing and implementing custom CRM solutions by developing system architectures, process maps, and low-level designs. You will work directly with financial services clients to understand their business needs and translate them into functional requirements.
Key Responsibilities:
Financial Services Expertise:
- Provide expert advice for Banks and Credit Unions to optimize and improve business operations using CRM automation
Needs Analysis:
- Analyze client business processes to identify requirements and opportunities for CRM optimization.
Training & Support:
- Develop training materials and deliver workshops for users and provide post-go-live support to ensure smooth adoption.
Process Improvement:
- Automate repetitive tasks and develop workflows to streamline operations and enhance customer engagement.
Solution Design and Architecture:
- Develop robust CRM system architectures and detailed designs based on client requirements.
Agile Methodology:
- Participate in agile ceremonies and maintain project documentation, ensuring the successful delivery of CRM initiatives on time and within scope.
Strategic and Tactical Execution:
- Bridge strategic planning with hands-on implementation. Build release plans, develop solutions, and ensure quality assurance through testing plans.
- Proactively identify and resolve potential issues.
Knowledge Sharing:
- Contribute to the development of business applications and thought leadership content.
- Mentor junior consultants and support the growth of the CRM practice.
Problem Resolution:
- Address complex project challenges and manage conflict in dynamic client situations.
Requirements:
- Degree in Software Engineering, IT, or a related field.
- 5+ years of CRM consulting and implementation experience.
- Understanding of the technical aspects (e.g., APIs, data models, objects, field mapping, integrations), while not necessarily being hands-on with development.
- Strong consulting and communication skills, including requirements gathering, workshop facilitation, presentations, and relationship building with external clients.
- Experience working directly with external customers in a consulting environment.
- Strong understanding of business process concepts and project lifecycles.
- Valid CRM Certification.
- Proven ability to lead strategic discussions and manage client relationships.
- Ability to combine strategic thinking with practical execution.
- Extensive knowledge and experience in implementing CRM solutions in the Financial Services industry. i.e. Banks and Credit Unions is a plus.
Company offers:
- Annual performance and salary review.
- Vacation and sick leave.
- Healthcare benefits.
- Flexible schedules.
- Professional development through training opportunities.
- Social activities.
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