As our Internal CRM Consultant, you will lead the customization and ongoing optimization of our CRM platform to serve Solutions Metrix's unique business model. You will work cross-functionally with sales, delivery, finance, and leadership teams to translate business processes into smart CRM workflows — and you will own the outcomes.
Unlike a client-facing consultant role, this position gives you the mandate to drive long-term adoption and continuous improvement. You are not delivering and moving on — you are building something that lasts.
Who We Are
Since 2001, Solutions Metrix has been implementing CRM solutions for companies of all sizes across Canada and North America. Our team of specialists masters a wide range of CRM platforms without being tied to any — we always recommend the solution that best fits each client's needs and objectives.
We are now applying that same philosophy internally.
This role is a rare chance to be both a practitioner and a beneficiary — to shape how a CRM-focused company manages its own relationships, pipeline, and growth.
Key Responsibilities
CRM Design & Configuration
- Lead the architecture and configuration of our CRM platform (selection or existing platform) to match our internal sales, pre-sales, and delivery workflows.
- Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate.
- Design dashboards and reports giving leadership real-time visibility into revenue, pipeline health, and client engagement.
Process Mapping & Optimization
- Document current internal processes and identify friction points where CRM can reduce manual work or improve data quality.
- Automate repetitive tasks — lead assignment, follow-up reminders, contract renewals, onboarding sequences — to free up consultant and sales time.
- Develop and maintain process documentation so the CRM remains a reliable source of truth.
Internal Stakeholder Engage
📌 Internal CRM Consultant (Chennai)
🏢 Solutions Metrix
📍 Chennai
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