CRM Strategy Consultant

On behalf of our client, Affinity is looking for a CRM Strategy Consultant to conduct a technology assessment and market scan for CRM options that meet organizations current and future needs.

Responsibilities:

• Conduct a technology assessment and market scan for CRM options that meet organizations current and future needs.

• Engage stakeholders across departments to gather input on functional requirements and user needs.

• Analyze data flows, integrations, and key business processes impacted by CRM.

• Document vendor viability (public sector references, roadmaps, support, Canadian presence), and technology stack.

• Research and perform a comparative market scan of leading CRM platforms suitable for organizations size, complexity, and sector.

• Evaluate platforms based on criteria such as scalability, customization, user experience, data security, reporting, integration capabilities, and cost.

• Provide a detailed assessment report with: Summary of findings from current state analysis

• A shortlist of recommended CRM platforms

• Pros/cons, costs (including Total Cost of Ownership), and implementation considerations for each

• A recommendation tailored to organization’s needs

Qualifications:

• 5+ years experience in CRM consulting, implementation, or technology strategy

• 5+ years working with CRM platforms (such as Salesforce, Microsoft Dynamics, etc), low-code ecosystems, API / integration patterns (such as REST, Service Bus, ETL), identity and data governance.

• Experience conducting market research and comparative technology assessments

• Excellent communication and stakeholder engagement skills

• Ability to translate business needs into technical requirements

• Experience conducting market research and comparative technology assessments

• Familiarity with data privacy and compliance considerations related to CRM

• Bonus: Experience in public or non-profit sector

Affinity Earn:

Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/

About Affinity:

Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.

For more information on Affinity, please visit www.affinity-group.ca

Job Number: 12531