CRM Consultant (Creatio)

Net at Work

17h

About The Position

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.

Requirements

• 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.

Nice To Haves

• Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred
• 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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level