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
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
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.
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.
Job Details
Posted Date:
March 22, 2026
Job Type:
Business
Location:
India
Company:
Solutions Metrix
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.