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Business Strategy Consultant

  • Location: Charlotte, 28202
  • Salary: 50.81
  • Job Type:Contract

Posted 5 months ago

Long-Term Contract Opportunity with a FULL suite of benefits!

As one of the largest financial institutions in the world, our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Position: Business Strategy Consultant 
Location: Charlotte, NC 28202
Term: 6 months

Day-to-Day Responsibilities:

  • Supporting Tax Credit users around day-to-day usage of the CRM platform, providing answers to end user questions, supporting the building and enhancements of custom reports and dashboards, and supporting data integrity efforts and adoption of tools 
  • Work with business leadership to understand business process requirements and translate requirements into a technology and process design in Salesforce 
  • Participate and oversee User Acceptance Testing and production validation related to tool enhancements 
  • Perform ad-hoc data analysis as needed to support project activity.  
  • Effectively communicate with business partners as it relates to progress of CRM initiatives 
  • Document processes and business requirements as well as articulate impacts to existing business processes 
  • Establish and maintain strong relationships with business and technology partners
Is this a good fit? (Requirements):
  • 5+ years of strategic planning experience
  • Knowledge and understanding of CRM projects, tools, and systems
  • Knowledge and understanding of Salesforce
  • Experience supporting end users of software tools
  • Experience developing customized reports and dashboards
  • Experience in financial services, commercial real estate, corporate & investment banking, capital markets
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Strong presentation skills
  • Experience in financial services, commercial real estate, corporate & investment banking, capital markets
  • Experience with Salesforce or other CRM tools
  • 3+ years prior experience in leading small or medium complexity projects; complex or large scale project participation
  • Experience with matrix managed teams
  • Experience documenting processes, operational workflows
  • Ability to interact and build relationships with senior leaders, peers and key support partners
  • SQL or business data warehouse experience


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.