PROGRAM SUCCESS MANAGER

Strategic CRM Advisor | Financial Services Sector
As a Program Success Manager at Solutions Metrix, you act as a strategic advisor and long-term growth partner for our clients—primarily regional banks and credit unions—guiding them through the evolution of their CRM program.
You sit at the crossroads of Customer Success, Business Consulting, and Account Management. Your mission is to build multi-year CRM roadmaps that help clients realize the full potential of their CRM investment. You bring a consultative approach, demonstrating the art of the possible with CRM, and help shape their digital transformation with vision, clarity, and measurable impact.
This role combines relationship building, business acumen, and growth accountability. You will identify opportunities for continued CRM maturity and adoption, co-create value-driven plans with our clients, and support the team in bringing those opportunities to life—from idea to close.

What You’ll Do

• Act as a trusted advisor to client stakeholders (C-level, VPs, SMEs), helping define and evolve CRM roadmaps that align with their business priorities and long-term objectives.
• Own the ongoing success of client programs, ensuring value realization, CRM adoption, and continued growth.
• Collaborate with internal teams—pre-sales, delivery, support, and executive sponsors—to ensure client expectations, budgets, and timelines are aligned and well managed.
• Maintain a clear, structured 2–3-year client roadmap that outlines strategic initiatives, timelines, and business goals.
• Identify growth opportunities within existing accounts, from operational improvements to new initiatives, and drive the follow-through: proposals, business case development, and closing.
• Monitor account health and client satisfaction, intervening early to address risks or misalignments.
• Participate in program governance and oversight in partnership with Project Management and Technical Leads.
• Be the voice of the client internally helping prioritize improvements.

• Act as a trusted advisor to client stakeholders (C-level, VPs, SMEs), helping define and evolve CRM roadmaps that align with their business priorities and long-term objectives.
• Own the ongoing success of client programs, ensuring value realization, CRM adoption, and continued growth.
• Collaborate with internal teams—pre-sales, delivery, support, and executive sponsors—to ensure client expectations, budgets, and timelines are aligned and well managed.
• Maintain a clear, structured 2–3-year client roadmap that outlines strategic initiatives, timelines, and business goals.
• Identify growth opportunities within existing accounts, from operational improvements to new initiatives, and drive the follow-through: proposals, business case development, and closing.
• Monitor account health and client satisfaction, intervening early to address risks or misalignments.
• Participate in program governance and oversight in partnership with Project Management and Technical Leads.
• Be the voice of the client internally helping prioritize improvements