Job summary
Job post source
This job is directly from Solutions Metrix
Job overview
The Program Success Manager at Solutions Metrix acts as a strategic advisor for CRM programs primarily in financial services, driving long-term client growth and CRM adoption.
Responsibilities and impact
The role involves advising senior client stakeholders, managing CRM roadmaps, ensuring client program success, collaborating with internal teams, identifying growth opportunities, monitoring account health, and participating in program governance.
Experience and skills
Requires 5+ years in CRM consulting or Customer Success Management, experience with financial services clients, strong relationship management, CRM platform expertise, and excellent communication skills; French bilingualism is a plus.
Work environment and culture
The company values a dynamic, fast-growing environment with opportunities to build and scale solutions tailored to client needs.
Company information
Solutions Metrix, founded in 2001, specializes in CRM implementation across various industries in Canada and North America, focusing on tailored CRM solutions without vendor bias.
Unique job features
The role uniquely combines strategic advisory with hands-on CRM program management in a consulting context, emphasizing tailored client solutions and long-term CRM maturity roadmaps.
Company overview
Solutions Metrix is a Canadian-based consulting firm specializing in customer relationship management (CRM) solutions, helping organizations optimize their sales, marketing, and customer service processes through the implementation and customization of CRM platforms like Salesforce, Microsoft Dynamics 365, and SugarCRM. The company generates revenue by providing consulting services, software integration, training, and ongoing support for clients across various industries, including finance, manufacturing, and retail. Founded in 2001, Solutions Metrix has established partnerships with leading CRM vendors and built a reputation for delivering tailored solutions that drive business growth and efficiency. Candidates should be aware of the company’s strong focus on client-centric strategies and its commitment to leveraging technology for measurable results. Understanding the importance of digital transformation and CRM best practices will be valuable when applying for a role at Solutions Metrix.
How to land this job
Tailor your resume to highlight your experience in CRM consulting, customer success, or strategic account management, especially within financial services like regional banks and credit unions, to align with Solutions Metrix's focus on these sectors.
Emphasize your ability to build and maintain multi-year CRM roadmaps, demonstrate consultative selling, and showcase your skills in client relationship management and cross-functional collaboration, as these are key responsibilities in the role.
Apply through multiple channels including Solutions Metrix's corporate website and LinkedIn to maximize your chances of visibility and consideration for the Program Success Manager position.
Connect with professionals in Solutions Metrix’s CRM or client success division on LinkedIn; use ice breakers like commenting on recent company projects, asking about their experience working with financial services clients, or expressing interest in how they approach CRM digital transformation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'CRM roadmaps,' 'client success,' 'strategic advisor,' 'financial services,' 'digital transformation,' and 'account management' to ensure your resume passes initial automated screenings.
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