Junior Solutions Specialist

Method CRM; Toronto; Hybrid; CAD 59,000 - 64,000; Full time

Benefits offered by this job

Flexible hybrid work model

Collaborative and social team culture

Growth-stage company experience

Training

Great downtown location

Comprehensive health benefits

Weekly lunch credit

Job summary

Method is seeking a Junior Solutions Specialist to join our Professional Services team in Toronto, delivering customized Method CRM solutions and paid training to customers. You will gather requirements, translate them into data models and technical specs, and help scope, design, develop, and test no-code customizations.

You’ll monitor project scope and timelines, act as a trusted advisor to customers, and provide feedback for product enhancements.

Qualifications

• Post-secondary education in Business Technology Management, Computer Science, Computer Engineering, Software Engineering or equivalent.
• Experience in CRM and SQL is preferred.
• Excellent organizational, presentation and communication skills with an engaging phone presence.

Responsibilities

• Gather and document business requirements to better understand a customer’s business and scope of work.
• Translate business requirements into designs, data models and technical requirements.
• Scope, design, develop, test and refine customized Method CRM solutions.
• Monitor and manage a project’s hour allocations, scope, and schedule to ensure on-time delivery.
• Be a trusted advisor to the customer, understanding end-to-end business processes and growth areas.
• Provide consistent feedback to the team on enhancements for product development.

Skills

CRM experience

SQL

Organizational skills

Communication skills

Time management

Self-motivated

Entrepreneurial spirit

Team player

Problem solving

Learning ability

Education

Business Technology Management

Computer Science

Software Engineering

Tools

QuickBooks Online

Job description

Opportunity

We’re looking for a results-oriented individual who wants to take their career in customer experience to the next level. We believe that enabling a customer for success doesn’t end at implementation. We understand that some customers require ongoing support to be fully enabled for long-term success, and that is where you come in!

We’re looking for a results-oriented individual who wants to take their career in customer experience to the next level. We believe that enabling a customer for success doesn’t end at implementation. We understand that some customers require ongoing support to be fully enabled for long-term success, and that is where you come in! The successful candidate we are looking for will be responsible for implementing, customizing and integrating Method CRM into our customers’ businesses. This person will also provide paid training sessions and work as a dedicated consultant to our customers.

About Method

Method is on a mission to transform how small businesses operate by giving them real control over their customer workflows. Our flagship product, Method CRM is purpose-built for small businesses that have outgrown spreadsheets and generic tools. With deep QuickBooks integration and a powerful no-code customization engine, Method enables users to design workflows that truly fit their unique needs. As a scaling growth company, we’re now taking that mission further, leveraging AI to develop intelligent agents that assist users in rapidly building and customizing no-code apps. This innovation is at the heart of our next chapter, and we’re looking for people who are excited to build the future of work!

The Role

As a Junior Solutions Specialist, you will be part of a driven and supportive team that’s always striving to provide the highest level of customer service, while also utilizing Method’s platform to create customized solutions for our customer’s needs.

• Gather and document business requirements to better understand a customer’s business and scope of work.
• Translate business requirements into designs, data models and technical requirements.
• Scope, design, develop, test and refine customized Method CRM solutions.
• Monitor and manage a project’s 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.
• Provide consistent feedback to the entire team on enhancements we can make to product development.

What You Bring

Before you read this next section, we want you to know that we know the “ideal candidate” doesn’t exist — everybody has a unique background and skill set. Even if you don’t check every box below, we’d love for you to apply if you’re passionate about creating custom solutions and the opportunity at Method. We are building for the future and growth potential is a priority for us!

• Post-secondary education in the following areas preferred: Business Technology Management, Computer Science, Computer Engineering, Software Engineering or equivalent training/experience.
• Experience in CRM and SQL is preferred.
• Excellent organizational, presentation and communication skills with an engaging phone presence.
• Ability to meet tight deadlines.
• Must have a strong technical aptitude and ability to learn new software quickly.
• Strong problem solving and critical thinking skills. You must be passionate about your ability to always find solutions to customers’ needs.
• Must be self-motivated, goal drive and possess the ability to multitask and prioritize
• Must have an entrepreneurial spirit, strong ethics and integrity along with the desire to exceed every expectation.
• A team player with a positive attitude and a willingness to contribute to the overall team’s success in a fast paced environment.
• Bonus points if you are fluent in French or Spanish.

What We Offer

• Flexible hybrid work model – designed to support work-life balance while maintaining strong team collaboration; employees work from our downtown Toronto office 2–3 days per week
• Collaborative and social team culture – work in a supportive environment with regular team events and company-wide celebrations that keep things fun and connected
• Growth-stage company experience – working at a scaling growth company like Method gives you deep insight into how a software company operates. You’ll be involved in a wide range of discussions and initiatives, gaining experience that’s hard to find in more siloed environments.
• Training – You will receive initial and ongoing training on Method’s products, policies and procedures as well as a quarterly professional development budget.
• 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.
• Comprehensive health benefits – inclusive of healthcare, vision, and dental coverage to support your overall well-being
• Weekly lunch credit – enjoy a meal on us every week as a small way to say thanks

What To Expect In Your First 90 Days

• Onboard and acclimate with the Professional Services team.
• Understand Method’s values and how our teams collaborate to drive results.
• Learn and become an expert of our internal communication tools, norms, and practices.
• Obtain your Quickbooks Online ProAdvisor Certification.
• Complete Method’s Bootcamp.
• Successfully complete all of the case studies on Method’s Platform.
• Shadow other Methoder’s from the Professional Services team as they perform paid customizations.
• Participate in mock calls with the team.
• Lead calls with customers on customization and champion their needs to provide the ideal platform while another Methoder shadows.
• Demonstrate strong communication skills when mapping an implementation schedule with the client.
• Know when to triage and elevate client issues.
• Participate in your first quarterly performance review.

Job type:

Full-time permanent.

Compensation:

$59,000 - $64,000 annually. The base salary for this role is $55,000 per year. Additional variable compensation is paid out monthly post the probationary period.

This is an active role for an existing vacancy that we are currently hiring for, and we thank all applicants for their interest. Only candidates selected for an interview will be contacted.

AI in Recruitment

At Method, we use artificial intelligence (AI) to help support and enhance our recruitment process. These tools may assist with tasks such as resume screening, drafting job descriptions, generating initial interview questions, transcription, and occasionally sourcing candidates.

AI is never used to make final hiring decisions. All hiring decisions are made by our team. Our use of AI is intended to support administrative and repetitive tasks, helping us streamline our workflows while maintaining a thoughtful and human-centered hiring experience.

We are committed to the responsible and ethical use of AI in our recruitment practices. Our standardized hiring processes are designed to reduce bias and promote fairness, and we regularly review and refine our practices to align with evolving industry standards and legal guidelines.

Method is an equal opportunity employer for all — regardless of race, colour, ancestry, religion, gender identity, sexual orientation, age, marital status or able-bodiedness. As part of our commitment to be an inclusive and accessible workplace, we’re happy to provide accommodations for candidates taking part in the selection process.