Consultant, Professional Services

  • Method:CRM
  • Toronto, ON, Canada
  • Jan 19, 2018
Full time Consultant

Job Description

We're looking for an enthusiastic and passionate consultant who is skilled in programming and project management to join our team as a Professional Services Consultant.

The Professional Services Consultant we are looking for would be responsible for successfully implementing, customizing and integrating Method:CRM into our customer's businesses. This person would also provide paid training sessions and work as a dedicated consultant to our customers.

Product and company

Method creates web applications for small and medium sized businesses (SMB’s).  Our flagship product is Method:CRM, a web application made specifically for small businesses (SMB) using QuickBooks accounting software. What sets Method:CRM apart is is our ability to create customized applications for individual SMB’s.   This is all facilitated by a patented accounting synchronization engine.

We are already a successful startup with a substantial base of paying customers.  We are looking for the right individuals to help skyrocket our growth.


We are looking for a Professional Services Consultant that will utilize the Method platform to create solutions to customers needs:  

  • Gather and document business requirements to better understand a client’s business and scope of work.
  • Translate business requirements into designs, data models and technical requirements.
  • Excellent organizational and communication skills and an engaging phone presence.
  • Actively participate in the designing, prototyping, user testing, refinement and end-user training process for implementations.
  • Scope, design, develop, test and refine customized Method:CRM solutions.
  • Monitor and manage a projects hour allocations, scope, and schedule to ensure they are delivered on-time and on-budget.
  • Be a trusted advisor to the customer, understanding the customer's end-to-end business processes and areas for future growth.
  • Must have an entrepreneurial spirit, strong ethics and integrity along with the desire to exceed every expectation.
  • Provide consistent feedback to the entire team on enhancements we can make to product development.
  • Be a team player with a positive attitude and a willingness to contribute to the overall team’s success in a fast paced environment.


  • Full time position.
  • Experience in CRM and SQL.
  • Proven presentation and communication skills.
  • Ability to meet tight deadlines.
  • Must have a strong technical aptitude and ability to learn new software quickly.
  • Strong problem solving skills.  You must be passionate about your ability to always find solutions to customers' needs.
  • Must be self-motivated and goal driven.
  • You should possess the ability to multi-task and prioritize
  • Post-secondary education in the following areas is preferred: Computer Science, Computer Engineering, Software Engineering or equivalent training/experience.


  • Fun team environment.
  • Small company experience – working for a small company like Method gives you deep insight to the inner workings of how a software company operates, as you will be expected to become involved in many discussions: from new product features, to marketing campaigns, to operational policies and procedures!  It is the kind of experience you can only get from a small company. 
  • Training – You will receive initial and ongoing training on Method’s products, policies and procedures.
  • Great downtown location – Method is located right in the heart of Toronto’s young and vibrant ‘King West’ technology hub at the corner of Adelaide and Spadina Ave.
  • Competitive salary plus potential bonuses!
  • Health care and dental plan.