Consultant, CRM

Unanet

5d • $74,305 - $87,418

About The Position

As a CRM Professional Services Consultant, you will lead client implementations by understanding each client’s business goals, needs, and measures of success. You will turn those findings into a clear delivery plan, guide clients and Unanet teams through decisions and execution, and configure the solution to support the outcomes the client values. You will own scope, timelines, budget, communication, and adoption so clients realize value from their investment.

During your first 30 days, you will complete new-hire orientation, review your onboarding plan, build relationships with teammates through one-on-ones, set up your demo account, learn internal tools, attend available training sessions and webinars, and shadow client calls. In your first 60 days, you will begin owning a client project with support from your mentor and team and work toward a 25% realization target. By 90 days, you will take full ownership of new projects, lead delivery around client business goals and needs, demonstrate proficiency in Unanet features, and reach a 65% realization target.

Requirements

• At least 3 years of B2B software implementation experience.
• Strong project management skills, including setting expectations, driving decisions, and holding internal and external teams accountable to deadlines and milestones.
• Exceptional organizational, documentation, and time-management skills.
• Ability to understand strategic business goals and turn them into actionable implementation plans.
• Ability to travel up to 25% annually.

Nice To Haves

• Prior experience in the Architecture, Engineering, or Construction industry.
• Experience implementing Customer Relationship Management (CRM) solutions.
• PMP or similar project-management certification.
• Bachelor’s degree.

Responsibilities

• Lead discovery with client stakeholders to understand business goals, workflows, priorities, and measures of success.
• Translate client needs into practical project plans with clear scope, outcomes, milestones, roles, timelines, and budgets.
• Own implementation and integrated-solution delivery from kickoff through adoption; manage decisions, risks, dependencies, timelines, and budgets to keep work on track.
• Monitor Professional Services outcomes, including Time-to-Value, CSAT, Budgeted Delivered Hours, realization, and utilization, and take action when performance is off plan.
• Align internal teams, including Data Migration and Data Integration resources, and client stakeholders around priorities, responsibilities, and delivery commitments.
• Partner with client stakeholders and data specialists to map, transform, and validate data from multiple sources so it supports the client’s business processes in Unanet.
• Recommend and configure solutions to meet client objectives, applying industry best practices, product knowledge, and business acumen.
• Drive clear and timely collaboration and decision-making across internal and external project teams; confirm owners and follow through on commitments.
• Build deep expertise in Unanet’s CRM capabilities and explain how product features support client goals and workflows.
• Demonstrate the product and design and deliver role-based end-user training, remotely or onsite.
• Identify and resolve complex client escalations promptly, communicating clearly and driving issues to resolution.

Benefits

• Employee equity.
• Discretionary bonus compensation, subject to plans that may be in effect from time to time.
• Eligibility to participate in Unanet employee benefits plans and programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed