CRM Consultant

• Conducts analysis of client business processes and defines functional requirements. Map these objectives to Creatio’s capabilities and toolsets. Prepare appropriate documentation to communicate and validate designs with client stakeholders.
• Help clients validate and evaluate options and prioritize potential scope based on what your client values and needs most.
• Collaborate with team members to align on and validate project scope and the effort required to successfully implement that scope.
• Ensure all project documentation and artifact requirements are accessible and completed timely.
• Lead project execution from start to finish for your assigned project team.
• Manage project scope, plan, and budget effectively to maintain control, ensure results and manage risk.
• Documents all project requirements as needed (user stories, system element utilization, development efforts above and beyond standard system functionality, etc.) in department-approved formats, allowing for active customer participation in the project’s deliverables and setting clear expectations on those deliverables.
• Configure core system elements using out of the box tools for elements such as data model setup, reporting, analytics and workflow configuration. Note, this is not a “programmatic” or developer role, but the ability to use native application tools to build out a final solution is key. You will be hands-on during the implementation process.
• Lead and manage user acceptance testing cycles and conduct end user training sessions.
• Successfully anticipate, identify and resolve issues and concerns both internally and externally to proactively ensure customer satisfaction. Professionally and proactively handle problems and/or conflict to resolution and escalate internally where appropriate.
• Ensure client needs continue to be met throughout the customer’s lifecycle to include support requests, additional projects, etc. These needs may be ad hoc or through a structured care and maintenance program.

Key to success in this position is a high level of experience implementing enterprise-class CRM platforms and an understanding of the value that CRM provides to sales, marketing, finance, operations and customer service teams. In this role, we will work with you to build upon your experience and abilities and expand your areas of influence and capabilities using Creatio. The best candidates for this position “start with the end in mind” and have the ability to understand what is important to their clients , what their core needs are, and the best functional solutions and methods to exceed their requirements, goals and achieve 100% user adoption. A successful team member can understand the need, define the solution, and execute a program to make the solution a reality., * Bachelor’s degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas.

• 5 or more years implementing CRM solutions and projects. 2+ years should be in a client facing role where you defined the functional solution to be implemented.
• Demonstratable experience with an enterprise class CRM solution such as those listed above. Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred, but other relevant experience will be considered.
• Certifications in any of these platforms is a strong plus and differentiator.
• Experience with Digital marketing solutions tied to CRM is also a strong plus.
• A strong understanding and demonstrable skill set with managing project scope, analysis & requirements definition, as well task definition within a project plan. Experience leading projects using waterfall or agile methodology are both equally relevant and desired.
• Experience in a consulting or professional services organization is required.
• Strong business expertise, keen understanding of CRM solutions for business needs, and an ability to align functional solutions to an organization’s needs.
• Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product prototype demonstrations, etc.
• Ability to effectively prioritize and execute tasks., * Client Champion - Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.
• Problem Solver - Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper - Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator -Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur - Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach - Help employees, clients and partners using knowledge, expertise, experience, and situational fluency., Acceptance Testing, Accidental Death and Dismemberment (AD&D), Agile Programming Methodologies, Analysis Skills, Budget Management, Business Analysis, Coaching, Compensation and Benefits, Computer Science, Conflict Resolution, Consulting, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Service Systems, Customer Support/Service, Data Modeling, Disability Insurance, Diversity, Documentation, ERP (Enterprise Resource Planning), Employee Assistance Plan, Establish Priorities, Exceeded Sales Goal, Financial Operations, Flexible Spending Accounts, Hospital, Identify Issues, Information Technology & Information Systems, Insurance, Leadership, Legal, Marketing, Marketing Software, Microsoft .NET, Online Marketing, Options Analysis, Problem Solving Skills, Process Analysis, Product Demonstration, Professional Services, Project Evaluation, Project Execution, Project Planning, Project/Program Management, Prototyping, Quality Assurance, Regulations, Requirements Management, Retirement Planning, Risk Management, Sage CRM, Sales, Systems Administration/Management, Team Player, Technical Training, Testing, Time Management, Waterfall Model of Software Development, Workflow Analysis

Base salary range: $110,000.

This position is also eligible for a bonus in accordance with the terms of the Company’s plan.

Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.

We provide competitive, affordable, and diverse benefit programs that support your total health - from healthy body to healthy mind. These benefits support you and your family in all aspects of life:

• 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.

The compensation and benefits information is accurate of the date of this posting and subject to plan eligibility. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. Our award-winning consultancy offers a rich portfolio of next-generation technology, industry expertise, implementation and managed services to help organizations derive value from the transformative benefits of technology.

Through the integration of ERP, HCM and/or CRM solutions, Net at Work offers unique, industry-specific solutions and operation platforms that enable companies to compete more effectively in today’s digital economy. For more information, visit www.netatwork.com.