Strategic Advisor - Financial Services

Overview

This role is designed for an experienced professional with deep expertise in banking and credit unions, who can act as both a strategic advisor and business development driver. The ideal candidate will bring credibility, industry knowledge, and a hands-on approach to help us grow our Financial Institutions (FI) practice, strengthen client relationships, and position our firm as a trusted solutions provider beyond traditional CRM delivery.

Key Responsibilities

1. Executive Engagement & Credentialization

• Serve as an executive arm of the organization, engaging with senior leaders of banks and credit unions.
• Build credibility and act as a trusted advisor, clearly articulating the value proposition of our solutions.
• Represent the organization at industry events, conferences, and client-facing sessions.

2. Program & Client Success

3. Business Development & Market Expansion

4. Strategic Advisory & Internal Enablement

5. Ad Hoc Contributions

Profile of the Ideal Candidate

Since 2001, Solutions Metrix has been implementing CRM in companies of all sizes and industries, whether they are in Montreal, Quebec, or elsewhere in Canada or in North America. Our team of specialists master a very large number of CRMS without being linked to any. We always recommend the best CRM to our customers according to their needs and objectives. Our method defines a simple implementation process for companies that allows them to quickly and easily use their software and optimize it to the maximum. The secret to our success is simple : we tailor our solutions to our customers' business models, markets and industries.