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Solutions Architect, CRM

October 24 2021
Industries Bank, Insurance, Financial services
Categories Project Management, Business Analysis, Information Technology, Database Dev. & Admin., Consultation, Business analyst, Systems architect, Design, IT Business Analyst
Montreal, QC

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


The Marketing Solutions Administrative Department is aligned with Desjardins Group's marketing to ensure technology leadership upstream and in execution of projects. The work is performed in an omnichannel context based on simplification of the client experience. At the intersection between marketing and technologies, the team is made up of experts with a focus on applications and digital solutions such as client acquisition and management tools (CRM), marketing automation, and measurement of Desjardins member/client satisfaction. Our primary objective is to offer our partners the ability to build their businesses through a combination of speed and efficiency in an ever-changing martech world. You will be part of a new, rapidly growing, dynamic team that's committed to the quick delivery of tangible solutions to member clients.

As Solutions Architect, CRM, you are an expert in your field and will advise various collaborators and our business partners on communication orientations and CRM.

Your role will consist in designing CRM solution architectures, aligning the various architecture components and supporting the other experts involved within the context of innovative, medium-to-large-scale files and projects.

You will analyze, develop and recommend functional, organic or technological solutions and strategies. Therefore, in-depth knowledge of the technology and the ability to anticipate innovations as well as optimize work processes will be key skills.

You will advise clients and the various stakeholders on incorporating and aligning solutions, requiring the ability to communicate effectively and to demonstrate a keen understanding of the needs of those concerned. Your initiatives will require extensive knowledge of your area.

If you are passionate about digital technology and the user experience, and if the terms Cloud, Agility and CRM are part of your day-to-day reality, then your sense of leadership, advice and coaching will make the difference in our rapidly changing context.

General Information on the Position

Main responsibilities

  • Advise, plan and implement technology solutions pertaining to client acquisition capacities and management of client satisfaction

  • Advise and guide clients in analyzing and defining their needs, in determining their aims, and in selecting and assessing the appropriate technological solutions

  • Conduct detailed feasibility, positioning and design studies and recommend the appropriate technological solutions

  • Develop, produce and apply conceptual and logic models as well as design, implementation and integration strategies

  • Ensure cross-sector coordination with decision-making bodies involved in the projects and provide support and follow-up

  • Coordinate the activities required for ensuring the quality, performance, reliability, availability and continuous improvement of technological systems and solutions

  • Develop and carry out the department's business plan. The department is a key player in Desjardins Group's digital shift

  • Implement innovative solution development and management practices in order to accelerate the digital shift and improve change management as well as talent attraction and retention

  • Help define development requirements and ensure that technology design and execution is in line with business objectives. Ensure the performance, accessibility, efficiency and profitability of the solutions rolled out

  • Play an active role in the implementation, development/evolution and leveraging of the technological capabilities required to support modern and sophisticated marketing functions and an outstanding unified omnichannel client experience in a cross-functional context. These capabilities specifically include client satisfaction management, client interaction management, and the development of communication and interpersonal capabilities

  • In support of members and clients, make comprehensive use of the member/client data ecosystem by growing and enhancing it in accordance with regulatory and legal constraints

Other working condition

  • Number of job available : 1


  • Bachelor's degree in a related field

  • A minimum of 8 years of relevant experience

  • Experience in cloud solutions (an asset)

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledges

  • Knowledge of the marketing technology (MarTech) field

  • Knowledge of CRM environments and solutions (Microsoft Dynamics, Oracle Siebel)

  • Knowledge of enterprise integration platforms

  • Knowledge of the banking sector (an asset)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Collaborates, Work processes

Work Location

Complexe Desjardins Montréal network