The CRM Solutions Engineer role involves collaborating with Sales and clients to design and implement tailored CRM solutions, assess current and future states, and provide technical expertise during the pre-sales and project phases.

Design and implement CRM solutions for financial services clients by analyzing needs, developing architectures, and providing training and support.

The Project Manager will oversee project execution, manage timelines and budgets, resolve issues, and liaise with stakeholders to ensure project success while preparing progress reports and managing the project team.