Deliver end-to-end CRM and digital transformation projects for financial services clients. Lead client-facing governance, project planning, and team performance. Manage budgets, timelines, and stakeholder relationships.
Key Highlights
Key Responsibilities
Technical Skills Required
Benefits & Perks
Nice to Have
Job Description
Senior Project Manager — CRM & Digital Transformation (Financial Services)
Remote | India
Similar titles: Delivery Manager · Programme Manager · IT Project Manager
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. This is not a coordination role. You will be the primary point of accountability for project outcomes — budget, scope, timeline, stakeholder relationships, and team performance.
Note on schedule: This role operates on a 9 AM–5 PM EST schedule. It is fully remote with flexible hours. We compensate above the market rate. Please consider the schedule honestly before applying.
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
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What We're Looking For
Must-haves
- 8+ years of project management experience in IT or technology consulting
- 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
- Professional-level English, written and verbal
- Genuine openness to working EST hours
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Strong advantages
- PMP, PMI-ACP, CSM, or equivalent certification
- Experience with major CRM platforms (Salesforce, Dynamics, Pega, or equivalent)
- Prior experience on North American client accounts from India
Why Solutions Metrix
- Compensation well above market — highly competitive pay structured to reflect the seniority and EST commitment
- Direct client ownership — you are not a delivery coordinator behind a senior partner. You own the relationship.
- North American financial services clients — institutions managing billions in assets
- Boutique environment — small, senior team with no bureaucratic layers between you and decision-makers
- Fully remote, flexible — you manage your day within the EST window
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.
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