Implementation & Business Consultant

About the Role:

At Maximizer CRM, we strongly believe that the success of a company depends entirely on its people. We seek self-motivated team players who appreciate a performance-driven work environment rooted in creativity, professional development, integrity, and open communication.

We’re looking for an Implementation & Business Consultant to join our Professional Services team. Reporting to the Head of Professional Services, the Implementation Consultant will be responsible for guiding new clients through the successful onboarding and adoption of Maximizer CRM.

This role is ideally suited for someone with deep experience in the Canadian wealth advisory and/or insurance markets, who can bridge the gap between business needs and CRM-enabled processes. While technical CRM experience is valuable, this role is fundamentally rooted in business consulting, process design, and client advisory.

This is a part-time contract role (~20 hours/week) with strong potential to evolve into a full-time position as our client base continues to grow.

What you’ll do:

• Lead onboarding engagements for new clients (typically wealth or insurance firms with 2–8 advisors)
• Assess client business processes and translate them into effective CRM workflows and configurations
• Provide consultative guidance on best practices for client management, sales processes, and data structure
• Partner with internal teams to design and implement CRM solutions aligned to client needs
• Deliver training sessions (virtual and/or onsite) to drive user adoption and long-term success
• Support clients through early-stage implementation and adoption, ensuring a smooth transition

What you’ll bring:

• Significant experience in the Canadian wealth advisory and/or insurance industry
• Strong understanding of advisor workflows, client lifecycle management, and regulatory considerations
• Proven ability to translate business requirements into structured processes or systems
• Excellent communication and stakeholder management skills
• A consultative mindset with the ability to guide clients through change and adoption
• Comfort working in a dynamic, growing environment with evolving priorities

Preferred Qualifications:

• Experience working with CRM platforms (e.g., Salesforce or other advisor-focused CRMs)
• Direct experience in insurance, or a combination of both insurance and wealth management
• Previous experience in implementation, consulting, or client onboarding roles
• Familiarity with data migration, CRM configuration, or workflow design

Why you should apply:

💰 Competitive Salaries with RRSP matching program

🏝 Generous paid vacay and sick days

💻 A powerful Laptop

📚 Budget for courses, books, and personal development

❤️ Peer to peer recognition and rewards

🍹 Team building events, happy hours, and off-sites

🧒🏻 Parental leave benefits

About Maximizer

Maximizer was launched in a garage on Vancouver Island in 1987, evolving through the development of early contact management systems (CMS), through sales force automation (SFA) technologies, right to today’s sophisticated customer relationship management (CRM) systems. Along the way, we have pioneered many of today’s technologies. Over this 30-year history we have attracted over 100,000 customers from around the world, and 1 million users.

Today, we are one of the few CRM providers in the world who can deploy our software in all three environments of on-premise, private or shared cloud, while providing access via a desktop/laptop, via a mobile device, or using the Maximizer app.

Ultimately, however, we are successful because for over three decades we have proven we know how to help customers do three things: secure new customers; retain them for the long term; and maximize the repeat business from them.

Equal Employment Opportunity:

If you’re interested in a career with Maximizer CRM and are committed to striving for excellence, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.