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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # CRM Consultant - **Company:** The Job Network - **Location:** United States - **Experience:** Experienced - **Salary:** $110,000.0 - **Contract:** Permanent contract - **Skills:** .NET Framework, Agile Methodology, Information Systems, Automation of Marketing, Microsoft Dynamics, Requirements Management, Software Engineering, Software Requirements Analysis, Sage Customer Relationship Management, Information Technology - **Published:** August 8, 2026 - **Apply:** https://www.careerbuilder.com/job-details/crm-consultant-creatio-new-york-ny--e647ae3a-af5e-4e6d-8da6-c13709c2e5eb ## About the Role 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 ## Description * 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. ## Related Videos - [Systems Thinking for Performance: How to Diagnose and Fix Slow Systems without Guessing](https://www.wearedevelopers.com/videos/2103-systems-thinking-for-performance-how-to-diagnose-and-fix-slow-systems-without-guessing) - [Building Talent Acquisitions Teams](https://www.wearedevelopers.com/videos/1496-building-talent-acquisitions-teams) - [ShapeShift: Reinventing Agile for a B2B SaaS Scale-Up](https://www.wearedevelopers.com/videos/1655-shapeshift-reinventing-agile-for-a-b2b-saas-scale-up) - [This Is Not Your Father's .NET](https://www.wearedevelopers.com/videos/967-this-is-not-your-father-s-net) - [RPA crash course for .Net developers – intro into the world of RPA from the perspective of a .Net developer](https://www.wearedevelopers.com/videos/271-rpa-crash-course-for-net-developers-intro-into-the-world-of-rpa-from-the-perspective-of-a-net-developer) - [Stories from an Unsuccessful Recruiter](https://www.wearedevelopers.com/videos/1476-stories-from-an-unsuccessful-recruiter) ## Related Articles - [What Are The Top Skills Required For Azure Developers?](https://www.wearedevelopers.com/magazine/77-what-are-the-top-skills-required-for-azure-developers) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [System change: restart as developer?](https://www.wearedevelopers.com/magazine/39-system-change-restart-as-developer) - [The Most Popular IT Jobs on the Market](https://www.wearedevelopers.com/magazine/376-the-most-popular-it-jobs-on-the-market) - [The 12 Best Jobs for Software Engineers](https://www.wearedevelopers.com/magazine/401-the-12-best-jobs-for-software-engineers) - [Quick guide: How to write a Software Developer CV](https://www.wearedevelopers.com/magazine/37-quick-guide-how-to-write-a-software-developer-cv)