CRM Solution Engineer
Role details
Job location
Tech stack
Job description
This role requires strong architectural capability, hands-on technical expertise, and experience leading complex CRM assessment and implementation initiatives.The successful CRM Solution Engineer will translate business needs into scalable, secure, and user-centred technical solutions. CRM Solution Engineer Key Responsibilities:
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CRM Evaluation and Selection Define technical and functional evaluation criteria, assess CRM platforms, and contribute to short-listing and recommendation decisions.
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Solution Design and Architecture Develop end-to-end solution designs, configure functional prototypes, and ensure proposed solutions align with business and technical requirements.
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Technical Leadership Provide technical guidance across the initiative, present findings and recommendations to stakeholders, and contribute to delivery planning where required.
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Stakeholder Collaboration Work closely with cross-functional teams, including business representatives and project resources, to support successful outcomes.
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Vendor Engagement Engage with CRM vendors during the evaluation process, including technical discussions, demonstrations, and clarification of capabilities.
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Risk and Governance Management Identify technical risks, define mitigation strategies, and ensure alignment with security, privacy, and data governance standards.
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User-Centred and Agile Delivery Apply agile delivery approaches and user-focused design principles to optimise workflows and improve end-user experience.
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Innovation and Emerging Technologies Assess and incorporate AI-enabled capabilities to enhance efficiency, insight, and automation within CRM solutions.
Requirements
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Professional Experience Minimum of 8 years' experience in CRM solution engineering, technical architecture, or closely related roles, including experience in technical leadership.
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Technical Capabilities
- Experience with cloud-based CRM platforms and API-driven integrations
- Hands-on exposure to enterprise CRM solutions
- Strong understanding of data migration, data quality, and system integration approaches
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Delivery Methodologies Proficiency in agile delivery frameworks and user-centred design practices.
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Innovation Practical experience applying AI or automation technologies to improve business processes