Hybrid Senior Business Consultant – Digital Transformation

Posted 2 hours ago

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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

Senior Business Consultant – Digital Transformation

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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