Senior Consultant, CRM – AEC

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

📋 Description

• Oversee CRM implementations and associated integrated solutions to achieve the defined scope, schedule, budget, and quality standards.

• Cultivate trusted partnerships with executive sponsors and stakeholders in business development, marketing, project delivery, operations, finance, and IT.

• Conduct outcome-driven discovery sessions and workshops to comprehend client objectives, practices, requirements, roles, data, metrics, and adoption needs.

• Evaluate existing CRM and business development processes and guide clients towards feasible future-state solutions that align with AEC industry standards.

• Convert business needs into requirements, solution options, configuration choices, dependencies, risks, and delivery strategies.

• Direct the design and configuration of CRM solutions, which includes workflows, data structures, reporting, dashboards, and integrations.

• Manage data migration and integration efforts in collaboration with client stakeholders and Unanet specialists.

• Lead project planning, status updates, meeting facilitation, documentation, follow-ups, stakeholder alignment, scope management, risk assessment, prioritization, and deadlines across multiple concurrent projects.

• Showcase Unanet CRM capabilities and provide role-appropriate end-user training and enablement, either remotely or on-site.

• Assist in organizational readiness, adoption, value realization, delivery issues, and customer escalations.

• Collaborate with project managers, consultants, technical teams, customer success, sales, and product departments.

• Achieve Professional Services performance metrics, including customer satisfaction, time-to-value, delivered hours, realization, and utilization.

• Provide insights and feedback from clients to enhance Unanet's methodologies, playbooks, and delivery standards.

• Complete onboarding, acquire knowledge about Unanet CRM and delivery standards, shadow client engagements, take ownership of specific project components, facilitate client sessions, manage milestones, and independently lead assigned CRM workstreams or projects within the first 90 days.

⛳️ Requirements

• A minimum of 5 years of experience in business consulting, professional services, software implementation, organizational transformation, or a related discipline.

• Proven experience in leading CRM or enterprise software implementations, including accountability for project outcomes and client relationships.

• Strong skills in business process analysis, requirements definition, and future-state design.

• Capability to lead executive and cross-functional workshops, build consensus, and communicate recommendations effectively.

• Excellent project and stakeholder management skills, including overseeing scope, budgets, timelines, risks, and competing priorities across multiple projects.

• Outstanding organization, documentation, communication, facilitation, and follow-through abilities.

• Willingness and capacity to travel up to 25% annually.

• Familiarity with Unanet CRM or other CRM platforms utilized by AEC firms.

• Understanding of AEC business development processes, including client and contact management, pursuits, proposals, teaming, and pipeline management.

• Experience with CRM integrations, data migration, reporting, analytics, or connected ERP solutions.

• Background in change management, customer adoption, organizational readiness, or value realization.

• Bachelor's degree or equivalent relevant experience.

🏝️ Benefits

• Employee equity.

• Discretionary bonus compensation.

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