Senior Project Manager - CRM & Digital Transformation (Financial Services)

About the Role

Solutions Metrix is a North American CRM consulting firm delivering digital transformation programs for banks and credit unions across Canada and the United States. We implement and integrate Creatio CRM and Boomi-based solutions for financial institutions managing billions in assets.

We are hiring a Senior Project Manager to own end-to-end delivery across our client portfolio. You will be the primary point of accountability for project outcomes - budget, scope, timeline, stakeholder relationships, and team performance.

What You'll Do

• Own full project delivery - budget, schedule, scope, quality, and stakeholder communication from kickoff through go-live
• Lead client-facing governance: status reporting, escalation management, executive stakeholder alignment, and difficult conversations when projects go off track
• Build and maintain project plans covering objectives, technologies, timelines, resources, and risk strategies
• Run risk assessments and develop proactive mitigation strategies before issues become escalations
• Manage the transition from signed contract to delivery team - fast, clean, and according to established process
• Oversee bi-weekly invoicing reports to ensure accurate client billing
• Coach and mentor delivery team members on PM best practices and current processes
• Negotiate with stakeholders and vendors to secure the resources needed for successful delivery
• Establish governance and reporting structures across the project portfolio
• Participate in agile ceremonies and maintain project documentation in Confluence and JIRA

What We're Looking For

Must-haves

• 8+ years of project management experience in IT or technology consulting
• Bilingual French and English
• Based in Montreal (hybrid work model)
• Proven track record managing CRM implementation projects end to end
• Direct experience with financial services clients - banks, credit unions, or insurance
• Strong client-facing presence - you have led executive stakeholder conversations, managed escalations, and delivered difficult news professionally
• Hands-on with Atlassian Confluence and JIRA
• Comfortable holding a room, managing conflict, and having the hard conversations when projects go sideways

Strong advantages

• PMP, PMI-ACP, CSM, or equivalent certification
• Experience with Creatio or comparable CRM platforms (Salesforce, Dynamics, Pega)
• Experience at a consulting or professional services firm (Deloitte, Accenture, CGI, Alithya, Levio, or similar)
• Experience managing cross-functional delivery teams across multiple time zones

Why Solutions Metrix

• Direct client ownership. You own the engagement and the relationship, from kickoff to go-live.
• North American financial services clients. Institutions managing billions in assets across Canada and the US.
• Boutique environment. Small, senior team with no bureaucratic layers between you and decision-makers.
• Investment in your growth. Certifications, tools, and continuous learning without the red tape of a large SI.
• Hybrid and flexible. We respect boundaries and trust people to manage their time.

Benefits

• Competitive compensation
• Paid time off
• Medical and dental insurance
• Flexible working hours
• Hybrid work model
• Tuition reimbursement
• Diverse and inclusive work environment

About Us

Founded in 2001 and headquartered in Montreal, Solutions Metrix is a CRM consulting firm specializing in digital transformation for North American banks and credit unions. We deliver Creatio CRM implementations, Boomi integrations, and end-to-end transformation programs as a trusted implementation partner.

Solutions Metrix is an equal opportunity employer. Hiring decisions are based solely on qualifications, merit, and business needs.