Senior Consultant, CRM (AEC)

Unanet

4d • $88,800 - $116,000

About The Position

Unanet is seeking a Senior Consultant to lead CRM implementation and advisory engagements for Architecture, Engineering, and Construction (AEC) organizations. This is a business-led consulting role focused on connecting client business goals, client-development practices, people, processes, data, and technology to practical CRM solutions that support measurable results.

As a trusted advisor to client leaders, the Senior Consultant guides discovery and solution decisions, leads delivery across project workstreams, and helps clients adopt Unanet CRM. The role combines strategic consulting with hands-on implementation leadership, management of multiple engagements, and collaboration with internal delivery teams.

The role includes leading CRM and related solution implementations; guiding discovery, process assessment, requirements, solution design, configuration, data migration, integrations, training, adoption, and value realization; and coordinating delivery with client stakeholders and Unanet teams. The consultant is also expected to meet Professional Services performance expectations, contribute client insights to improve delivery methods, and travel up to 25% annually.

The salary range is $88,800–$116,000 per year. The position is also eligible for employee equity, discretionary bonus compensation subject to applicable plans, and participation in Unanet employee benefits plans and programs.

Requirements

• At least 5 years of experience in business consulting, professional services, software implementation, organizational transformation, or a related field.
• Experience leading CRM or enterprise software implementations, including responsibility for project outcomes and client relationships.
• Strong business-process analysis, requirements definition, and future-state design skills, with the ability to connect business strategy to practical implementation.
• Demonstrated ability to lead executive and cross-functional workshops, build alignment, and communicate recommendations clearly.
• Strong project and stakeholder management skills, including managing scope, budgets, timelines, risks, and competing priorities across multiple projects.
• Excellent organization, documentation, communication, facilitation, and follow-through skills.
• Willingness and ability to travel up to 25% annually.

Nice To Haves

• Experience with Unanet CRM or other CRM platforms used by AEC firms.
• Familiarity with AEC business-development processes such as client and contact management, pursuits, proposals, teaming, and pipeline management.
• Experience with CRM integrations, data migration, reporting, analytics, or connected ERP solutions.
• Experience with change management, customer adoption, organizational readiness, or value realization.
• Bachelor’s degree or equivalent relevant experience.

Responsibilities

• Lead CRM implementations and related integrated solutions within agreed scope, schedule, budget, and quality expectations.
• Build relationships with executive sponsors and stakeholders across business development, marketing, project delivery, operations, finance, and IT.
• Facilitate outcome-focused discovery and workshops to understand client goals, current practices, requirements, roles, data, measures, and adoption needs.
• Assess current-state CRM and business-development processes and guide clients toward a practical future state reflecting AEC industry practices.
• Translate business needs into requirements, solution options, configuration decisions, dependencies, risks, and delivery plans.
• Guide CRM solution design and configuration, including workflows, data structures, reporting, dashboards, and integrations, in collaboration with technical specialists and solution architects.
• Coordinate data migration and integration work with client stakeholders and Unanet specialists.
• Lead project planning, status communications, meeting facilitation, documentation, follow-up, and stakeholder alignment; manage scope, risks, priorities, and deadlines across concurrent engagements.
• Demonstrate Unanet CRM capabilities and plan and deliver role-appropriate end-user training and enablement remotely or onsite.
• Support organizational readiness, adoption, and value realization; identify and address delivery concerns and customer escalations.
• Partner with project managers, consultants, technical teams, customer success, sales, and product to deliver a coherent customer experience.
• Meet Professional Services performance expectations, which may include customer satisfaction, time-to-value, budgeted delivered hours, realization, and utilization.
• Share client insights and delivery feedback to strengthen Unanet’s methodology, playbooks, and delivery standards.
• Complete onboarding, learn Unanet CRM and delivery standards, explore the demonstration environment, and shadow client and delivery activities during the first 30 days.
• Take ownership of portions of client engagements, prepare and facilitate client sessions, document decisions and risks, and begin managing milestones during the first 60 days.
• Independently lead assigned CRM workstreams or projects, manage scope and stakeholder alignment, deliver recommendations, support training and adoption, and provide feedback on delivery practices within the first 90 days.

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: Senior
• Education Level: No Education Listed