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

• Oversee the design and setup of our CRM platform to align with our internal sales, pre-sales, and delivery processes.

• Create custom objects, fields, pipelines, and automation rules that mirror our team's operations.

• Develop dashboards and reports that provide leadership with real-time insights into revenue, pipeline status, and client engagement.

• Document existing internal workflows and pinpoint areas where the CRM can minimize manual tasks or enhance data quality.

• Automate repetitive tasks to allow consultants and sales personnel to focus on their core responsibilities.

• Facilitate needs analysis discussions with each internal team to uncover requirements and prioritize items on the roadmap.

• Serve as the main point of contact for all CRM-related inquiries, issues, and requests for enhancements.

• Create role-specific training materials and conduct onboarding workshops for all internal users.

• Establish and enforce standards for data entry, naming conventions, and data hygiene processes.

• Bachelor’s degree in Information Systems, Engineering, Business, Technology, or a related field.

• CRM certification (Creatio preferred; Salesforce, HubSpot, Microsoft Dynamics, or equivalent also considered).

• At least 3+ years (preferably 5–7 years) of practical experience in CRM administration, implementation, RevOps, or business systems.

• Strong expertise in business process mapping and workflow automation.

• Proficient in CRM reporting, dashboard design, and analytics.

• Knowledge of data governance, data quality management, and CRM architecture.

• Experience in prioritizing enhancement roadmaps and managing an internal CRM backlog.

• Familiarity with CRM integrations, APIs, and related business systems.

• Demonstrated ability to gather requirements from non-technical stakeholders and convert them into CRM configurations.

• Experience managing a CRM product from inception to adoption.

• Medical & dental insurance

• Flexible working hours

• Hybrid work model

• Tuition reimbursement

• Paid time off

• Diverse & inclusive environment

• Access to SM's full knowledge base

CRM Consultant

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