Junior Solutions Specialist
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 tra
