About the company:
The company is a consulting and CRM integration organization based out of Montreal with a mission to drive technological innovation for its customers designed towards elevating their customers’ experience.
Role Description:
The company is seeking a highly experienced Senior Credit Union Technology Consultant with over 15 years of expertise in Credit Union operations, particularly in front-end workflows and business processes. The ideal candidate will possess a strong understanding of the technology systems used in front-line, lending, and marketing operations. This role will involve working closely with clients to assess their current CRM platform usage, identify gaps in best practices, and recommend strategic steps for their digital transformation.
Skill Requirements:
Experience:
- 15+ years of experience in Credit Union operations with a focus on front-end workflows, business processes, and technology integration.
- Proven track record in consulting, with experience in assessing and optimizing CRM platforms and other operational technologies.
Technical Skills:
- In-depth knowledge of CRM platforms, core Credit Union systems, and related software (e.g., lending platforms, digital banking solutions, marketing automation).
- Strong understanding of digital transformation strategies and how they apply to Credit Unions.
Consulting Skills:
- Excellent analytical and problem-solving abilities, with a knack for identifying operational inefficiencies and recommending improvements.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and influence stakeholders at all levels.
Education:
- Bachelor’s degree in Business Administration, Finance, Information Technology, or a related field. Advanced degrees or relevant certifications are a plus.
Key Responsibilities:
Client Consultation:
- Visit Credit Union clients to conduct thorough assessments of their current CRM platform usage and related business processes.
- Identify gaps between current operations and industry best practices, providing actionable recommendations to bridge these gaps.
- Engage with client leadership to understand their business objectives and tailor solutions that align with their digital transformation goals.
Technology Assessment and Strategy Development:
- Analyze existing technology systems, particularly those used in front-line, lending, and marketing operations, to identify areas for improvement.
- Develop strategic roadmaps for clients’ digital transformation, focusing on enhancing operational efficiency, member experience, and technology integration.
- Provide expert advice on the selection and implementation of new technologies that support clients’ business goals.
Process Improvement:
- Recommend best practices for optimizing front-end workflows and business processes, ensuring alignment with client objectives and regulatory requirements.
- Collaborate with clients to implement process improvements, leveraging technology to streamline operations and improve service delivery.
Training and Support:
- Conduct training sessions for client staff to ensure effective use of CRM platforms and other technology systems.
- Offer ongoing support and guidance as clients implement recommended changes, helping them navigate challenges and achieve desired outcomes.
Thought Leadership:
- Stay up-to-date with the latest trends and innovations in Credit Union operations and technology.
- Act as a thought leader within the consulting team, sharing insights and contributing to the development of best practices.