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About the Role
As a Junior Solutions Specialist on the Professional Services team, you will be involved in every stage of helping small businesses implement Method CRM, from initial discovery calls to go-live. You will learn client workflows, design system configurations, and implement them using no-code tools.
Responsibilities
- Lead discovery calls and gather business requirements
- Document client workflows and translate them into clear implementation plans
- Manage client communication from kick-off to go-live
- Set and manage expectations, including when scope or timelines need to shift
- Deliver paid training sessions so clients can use their setup independently
- Triage and escalate issues when needed
- Configure and customize Method CRM using no-code automation tools
- Design data models and translate business requirements into technical specs
- Scope, develop, test, and refine customized solutions
- Manage project timelines and hour allocations to stay on-time and on-budget
- Iterate on solutions based on client feedback
- Provide consistent product feedback to the broader team
Requirements
- Clear, confident verbal and written communication
- Experience in a client-facing role that involved requirements gathering, consulting, or stakeholder management
- Comfortable presenting ideas, walking clients through solutions, and holding a room
- Ability to handle unexpected questions and difficult conversations
- Strong technical aptitude and ability to pick up new software quickly
- Experience working in or configuring a CRM, ERP, or accounting platform
- A background in Business Technology Management, Information Systems, Computer Science, or a related field, or equivalent experience
- Experience in an environment where performance was measured
- Familiarity with scoping projects, tracking hours, and managing budgets
- Obtain your QuickBooks Online ProAdvisor Certification within 90 days
- Complete Method’s Bootcamp within 90 days
- Successfully complete all of the case studies on Method’s Platform within 90 days
- Shadow other Methoders from the Professional Services team as they perform paid customizations within 90 days
- Participate in mock calls with the team within 90 days
- Lead calls with customers on customization and champion their needs while another Methoder shadows within 90 days
- Demonstrate strong communication skills when mapping an implementation schedule with the client within 90 days
- Know when to triage and escalate client issues within 90 days
Skills
- No-code automation tools
- CRM configuration
- ERP configuration
- Accounting platform configuration
- SQL knowledge is an asset
- French fluency is a bonus
- Spanish fluency is a bonus
Location
- Downtown Toronto office
Work Type
- Hybrid
- Full-time permanent
Experience Level
- Junior
Education Level
- Bachelor's degree in Business Technology Management, Information Systems, Computer Science, or a related field, or equivalent experience
Salary/Compensations
- $59,000 - $64,000 annually
- Base salary of $55,000 per year
- Additional variable compensation paid out monthly post-probationary period
Benefits
- Flexible hybrid work model
- Collaborative and social team culture
- Growth-stage company experience
- Quarterly professional development budget
- Comprehensive health benefits (healthcare, vision, and dental coverage)
- Weekly lunch credit
About the Company
- Method is on a mission to transform how small businesses operate by giving them real control over their customer workflows.
- Method CRM is purpose-built for small businesses that have outgrown spreadsheets and generic tools.
- Method CRM features deep QuickBooks and Xero integrations and a powerful no-code customization engine.
- Method is a scaling growth company using AI to build intelligent agents that help users rapidly build and customize no-code apps.
Equal Opportunity
- Method is an equal opportunity employer for all — regardless of race, colour, ancestry, religion, gender identity, sexual orientation, age, marital status or able-bodiedness.
- Method is committed to providing accommodations for candidates taking part in the selection process.