Opportunity

Our Professional Services team helps small businesses turn Method CRM into a system built around how they actually work. As a Junior Solutions Specialist, you'll be part of every step, from the first discovery call to go-live. You'll get to know each client's workflows, design the right setup, and configure it yourself using our no-code tools.

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 and Xero integrations and a powerful no-code customization engine, Method lets users design workflows that truly fit their unique needs.

As a scaling growth company, we're now taking that mission further, using AI to build intelligent agents that help users rapidly build and customize no-code apps. This is the heart of our next chapter, and we're looking for people who want to help small businesses work smarter.

Responsibilities

Client-Facing

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

Technical

Configure and customize Method CRM using our 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

No coding or scripting required for this role - all the configuration is done through no-code automation.

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.

Client-Facing & Communication

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

You can handle unexpected questions and difficult conversations without losing your footing

Bonus points if you're fluent in French or Spanish

Technical Skills

Strong technical aptitude and ability to pick up new software quickly is non-negotiable

Experience building or configuring automation workflows using no-code or low-code tools is a plus

Experience working in or configuring a CRM, ERP, or accounting platform

SQL knowledge is an asset

A background in Business Technology Management, Information Systems, Computer Science, or a related field, but equivalent experience works just as well

Work Style & Environment

Experience in an environment where performance was measured, whether that's ticket volume, SLA compliance, quota attainment, or KPIs, is a plus

Familiarity with scoping projects, tracking hours, and managing budgets is a plus

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.