Consultant, CRM

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead discovery sessions with client stakeholders to gain insights into business objectives, workflows, priorities, and success metrics.

• Convert client requirements into actionable project plans detailing scope, deliverables, milestones, roles, timelines, and budget.

• Oversee the implementation process and integrated solution delivery from project kickoff to user adoption.

• Manage key decisions, risks, dependencies, timelines, and budget considerations.

• Track Professional Services outcomes, including Time-to-Value, Customer Satisfaction (CSAT), Budgeted Delivered Hours, realization, and utilization rates.

• Coordinate efforts between internal teams, data migration, data integration resources, and client stakeholders.

• Map, transform, and validate data from various sources.

• Advise on and configure the Unanet CRM solution.

• Foster collaboration and decision-making within project teams.

• Develop expertise in Unanet's CRM capabilities and articulate product features effectively.

• Showcase the product and provide role-based end-user training, either remotely or onsite.

• Identify and resolve complex client escalations efficiently.

• Complete onboarding, training, tool setup, and client-call shadowing within the first 30 days.

• Begin managing a client project and achieve a 25% realization target within the first 60 days.

• Take full responsibility for new projects and attain a 65% realization target within the first 90 days.

⛳️ Requirements

• Over 3 years of experience in B2B software implementation.

• Strong project management capabilities, including setting expectations, facilitating decisions, and ensuring accountability among internal and external teams for deadlines and milestones.

• Outstanding organizational, documentation, and time-management abilities.

• Capability to comprehend strategic business goals and translate them into executable implementation plans.

• Willingness to travel up to 25% annually.

• Previous experience in the Architecture, Engineering, or Construction sector (considered a differentiator).

• Experience in implementing Customer Relationship Management (CRM) solutions (considered a differentiator).

• PMP or a comparable project management certification (considered a differentiator).

• Bachelor's degree (considered a differentiator).

🏝️ Benefits

• Employee equity.

• Discretionary bonus compensation.

• Eligibility to participate in Unanet's employee benefits plans and programs.