Lead CRM Consultant

Posted Sep 8

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

📋 Description

• Serve as a senior consultant, team leader, and technical specialist on CRM initiatives.

• Manage intricate CRM projects while adhering to client goals, schedules, and budget constraints.

• Define customized CRM solutions across clients' complete technology frameworks and supervise their implementation.

• Provide technical guidance for CRM deployments, migrations, and integrations.

• Conduct audits of CRM systems, particularly Braze and associated technology stacks.

• Assist in pre-sales efforts, client presentations, and technical solution discussions.

• Design and lead client workshops.

• Counsel clients on advanced CRM functionalities and capabilities.

• Cultivate relationships and align clients, colleagues, and cross-functional stakeholders.

• Oversee, mentor, coach, and assist CRM team members.

• Act as an escalation point for CRM-related issues.

• Collaborate with Strategy, CRM Developers, Data & Engineering, and various other teams.

• Convert CRM strategies into actionable roadmaps and deliverables.

• Manage the design and optimization of customer journeys.

• Maintain expertise in Braze and utilize advanced features to enhance client results.

• Ensure adherence to QA, testing, documentation, best practices, templates, and frameworks.

• Analyze campaign metrics and customer data to uncover optimization opportunities.

• Deliver actionable insights that promote continuous improvement.


⛳️ Requirements

• Over 6 years of experience in CRM consulting, implementation, and optimization.

• Demonstrated success with platforms like Braze, Salesforce, or HubSpot.

• Experience in leading CRM projects and engaging directly with clients.

• Previous experience in people management is preferred.

• Proven capability to lead through influence and relationship-building.

• Strong people management abilities, including conducting performance reviews, setting development goals, and managing workloads.

• Advanced knowledge of CRM platforms, especially Braze.

• Expertise in scoping and implementing intricate CRM solutions linked with broader marketing technology ecosystems.

• Familiarity with marketing technology stacks and system integration.

• Ability to audit CRM systems and offer actionable recommendations for optimization.

• Experience in pre-sales activities, leading client pitches, and articulating technical and strategic solutions.

• Proven experience leading engaging client workshops.

• Excellent written and verbal communication skills.

• Strong skills in building client-facing relationships.

• Capability to manage multiple projects while ensuring quality and meeting deadlines.

• A valid work visa is required; sponsorship is not available.

• Identity verification may be requested.

• Two references may be requested.

• Contractors must provide proof of incorporation and current insurance.


🏝️ Benefits

• Remote-first work environment.

• Opportunities for career advancement and professional development.

• Team meetups, events, and experiences.

• Bring Your Own Device (BYOD) policy.

• Support for contractors regarding incorporation and insurance needs.

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