CRM Consultant – Creatio

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

📋 Description

• Analyzes client business processes and establishes functional requirements.

• Aligns these objectives with the capabilities and tools offered by Creatio.

• Creates suitable documentation to convey and validate designs with client stakeholders.

• Assists clients in validating and assessing options, prioritizing potential scope based on their values and needs.

• Works collaboratively with team members to agree on and verify project scope and the efforts needed for successful implementation.

• Ensures all project documentation and artifact requirements are readily accessible and completed in a timely manner.

• Directs project execution from initiation to completion for the assigned project team.

• Effectively manages project scope, planning, and budget to maintain control, ensure outcomes, and mitigate risks.

• Documents all project requirements as necessary in department-approved formats.

• Configures core system elements using standard tools for components like data model setup, reporting, analytics, and workflow configuration.

• Leads and oversees user acceptance testing cycles and conducts training sessions for end users.

• Proactively anticipates, identifies, and resolves issues and concerns both internally and externally to ensure customer satisfaction.

⛳️ Requirements

• A bachelor's degree in computer science, information technology, quality assurance, or a related field is required.

• At least 5 years of experience in implementing CRM solutions and projects.

• A minimum of 2 years should be spent in a client-facing role where you defined the functional solution to be executed.

• Proven experience with an enterprise-class CRM solution is essential.

• Familiarity with Creatio, Dynamics 365 Sales, or Sage CRM is preferred.

• Certifications in any of these platforms are a significant advantage and differentiator.

• Experience with digital marketing solutions integrated with CRM is also a valuable plus.

• Strong understanding and demonstrable skills in managing project scope, analysis and requirements definition, as well as task definition within a project plan.

• Experience leading projects using either waterfall or agile methodologies is equally relevant and desired.

• Experience in a consulting or professional services organization is mandatory.

• Strong business acumen, a clear understanding of CRM solutions for business needs, and the ability to align functional solutions with organizational requirements.

• Experience in leading requirements definition and design sessions through interviews, surveys, user workshops, product prototype demonstrations, etc.

• Ability to effectively prioritize and execute tasks is crucial.

🏝️ Benefits

• Health and Welfare (Medical, Dental, Vision).

• Accident, Critical Illness, and Hospital Indemnity.

• Employee Assistance Program (EAP).

• Life and AD&D Insurance.

• Short- and Long-Term Disability Insurance.

• Flexible Spending Accounts.

• Transportation and Parking Accounts.

• Health Savings Accounts (with company contribution).

• Retirement Planning (401k with matching contribution).

• Legal Benefits.

• Identity Theft Protection.

• Pet Insurance.

• Wellness Program Offerings.

• Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.

• 8 Paid Holidays per year, including 1 floating holiday.