Functional Consultant
Solutionsmetrix
About this role
The Solutions Metrix Product Owner - CRM Consultant for Financial Services role involves designing and implementing custom CRM solutions tailored for banks and credit unions. The role requires understanding client needs, developing system architectures, and supporting the adoption and enhancement of CRM systems within a financial services context.
Skills
Qualifications
About Solutionsmetrix
solutionsmetrix.comSolutions Metrix is a CRM consulting firm and trusted Salesforce partner that helps organizations adopt, configure, and optimize CRM systems. With 18 years of experience and more than 500 projects, they focus on driving CRM adoption through practical implementation, integrations, training, and ongoing support. Branded as "Your CRM Solutions Leader," they align CRM capabilities with business processes to improve user adoption and measurable outcomes. Clients engage Solutions Metrix for its Salesforce expertise and hands-on approach to realizing ROI from CRM investments.
About Solutionsmetrix
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$60k – $95k
per year