CRM Solutions Engineer

CRM Solutions Engineer

About the Role

As a Solution Engineer, you will play a key role in helping our clients understand the value of our CRM consulting services. You’ll work closely with Sales and Program Success teams to scope requirements, identify high-level architecture, estimate project efforts and finalize value-demonstrating proposals. Your expertise in consulting CRM solutions, understanding technical aspects of the solution, and implementation of best practices and roadmap will help craft proposals that are both compelling and feasible.

Key Responsibilities

• Collaborate with Sales & Program Success to understand client needs and define tailored CRM-based solutions.
• Lead technical discovery sessions with prospects and existing clients to gather technical requirements based on the initial discovery sessions conducted by sales.
• Assess the client’s current AS-IS state and propose a future TO-BE state that aligns with their business goals, outlining a phased approach for implementation.
• Perform no-code/CRM process modelling and re-engineering for the TO-BE processes
• Provide consulting advisory for an optimal system architecture
• Define high-level solution design that align with client business goals and technical environments and ensure alignment with the delivery team.
• Estimate implementation efforts, including project scope, timeline, and resource needs.
• Support sales cycles by providing technical expertise, scoping documents, and solution recommendations.
• Ensure feasibility by aligning proposed solutions with the capabilities of the delivery team.
• Create pre-sales assets, such as proposal templates, technical scoping guides, and demo materials.
• Participate in handovers with the delivery team, ensuring clarity and continuity between pre-sales and project execution.
• Continuously improve estimation accuracy by incorporating lessons learned from completed projects.
• Communicate the Metrix implementation processes to the prospects and existing customers

Qualifications & Experience

• 8+ years of experience in CRM implementation, solution design, or technical consulting.
• Strong knowledge of solution architecture, process design, system integrations, and data models.
• Experience in effort estimation, pre-sales consulting, or professional services scoping.
• Ability to communicate technical solutions in a business-friendly manner.
• Background in technical delivery, CRM consulting, or pre-sales engineering.
• Strong understanding of CRM capabilities and integration best practices.
• Strong communication skills to engage with both technical and business stakeholders.
• Must have – Must be eligible to travel to Canada and USA
• The job could involve travelling up to once a month in North America

Nice to Have

• Hands-on experience with CRM configuration or integrations.
• Familiarity with CRM Agile delivery methodologies.
• Experience of developing solutions in Creatio.
• Professional level French language is an asset.

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.