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
Senior Business Consultant – Digital Transformation
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