Unanet CRM Administrator

Anchor QEA • Camillus, NY

12d • Hybrid

About The Position

Anchor QEA is seeking an experienced, solutions-oriented, and data-driven Unanet CRM Administrator to support our continued growth. Reporting to the Director of Market Sectors, this role will serve as the primary administrator and subject-matter expert for Anchor QEA’s CRM platform, Unanet. The Unanet CRM Administrator will strengthen the systems, data, workflows, reporting, integrations, and user practices that support business development across the firm. The primary objective of this role is to transform CRM data into trusted, actionable business intelligence that increases visibility into client relationships, sales activity, pursuits, pipeline, and forecasts. Working across Market Sectors, Client Experience, Finance, Operations, and Information Technology, this individual will ensure Unanet functions as a reliable and scalable business development operating system—not simply a repository of contacts and opportunities. The successful candidate will bring significant hands-on Unanet CRM experience within the AEC consulting or professional services industry. Through strong system ownership, data governance, reporting, automation, and user adoption, this role will help Anchor QEA position earlier, pursue more strategically, and make better-informed growth decisions.

Requirements

• 8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field.
• Significant hands-on experience administering Unanet CRM by Cosential in an enterprise or multi-office environment.
• Experience in the AEC consulting or a comparable project-based professional services industry.
• Strong knowledge of AEC business development processes, including client management, opportunity tracking, pursuit stages, proposals, hit rates, forecasting, and opportunity-to-project conversion.
• Experience configuring CRM fields, forms, workflows, permissions, business rules, reports, and dashboards.
• Demonstrated success improving CRM governance, data quality, adoption, and reporting.
• Experience developing dashboards with Power BI, Excel, native CRM tools, or comparable platforms.
• Experience integrating CRM with ERP (BST experience strongly preferred), financial, project, personnel, marketing, or Microsoft 365 systems.
• Strong knowledge of data mapping, migration, validation, deduplication, and quality-control practices.
• Experience developing user documentation, role-based training, onboarding, and change-management programs.
• Strong analytical, project-management, troubleshooting, communication, and stakeholder-management skills.
• Ability to translate business needs into practical and scalable system solutions.
• Bachelor’s degree in business, information systems, data analytics, marketing, finance, or a related field, or an equivalent combination of education and relevant experience.

Nice To Haves

• Five or more years of direct Unanet CRM administration experience.
• Experience supporting a national, multidisciplinary, or rapidly growing AEC firm.
• Experience with Power BI, Power Query, Power Automate, Power Apps, SharePoint, APIs, SQL, data warehouses, or integration tools.
• Experience connecting CRM data to financial forecasts, backlog, sales, project, and resource-planning information.
• Experience supporting acquisitions, enterprise data conversions, or large-scale onboarding.
• Familiarity with marketing automation, proposal systems, qualifications databases, and project-description or résumé libraries.
• Unanet training, certification, advanced product knowledge, or active involvement in the Unanet user community.

Responsibilities

• Serve as Anchor QEA’s administrator and internal expert for Unanet CRM. Manage system configuration, fields, forms, workflows, permissions, security roles, notifications, business rules, upgrades, and user access.
• Establish and maintain CRM governance standards, including required fields, naming conventions, opportunity stages, and record ownership.
• Maintain system documentation, configuration records, process maps, data dictionaries, and administrative procedures.
• Serve as the primary liaison with Unanet customer success, support, product, and technical teams.
• Monitor system performance, usage, support requests, and product releases to identify risks and improvement opportunities.
• Develop dashboards and reports that provide accurate, timely visibility into pipeline, weighted pipeline, sales activity, opportunity stages, win rates, forecasts, and pursuit outcomes.
• Partner with market-sector and financial leaders to improve pipeline forecasting and reporting consistency.
• Identify pipeline gaps, stalled opportunities, aging records, incomplete data, concentration risks, and areas requiring seller attention.
• Support executive and operational reporting through Unanet, Power BI, Excel, and related tools.
• Design automations that reduce duplicate entry, improve consistency, and lessen administrative burden on seller-doers.
• Advance Unanet CRM integration with ERP, financial planning, Power BI, Microsoft Power Platform, SharePoint, Outlook, marketing automation, and other business systems.
• Improve connections among opportunities, awarded work, project setup, financial forecasts, resource planning, and backlog.
• Evaluate and present opportunities to automate marketing-content workflows.
• Lead recurring audits, validation routines, deduplication, data enrichment, archival, and record-management activities.
• Support CRM data migrations and the onboarding of newly acquired teams or firms.
• Partner with the Director of Market Sectors, market-sector leads, Client Experience, Finance, and seller-doers to align CRM capabilities with Anchor QEA’s growth priorities.
• Develop tools and processes that allow seller-doers to spend less time on administration and more time building relationships and winning work.
• Connect conferences, thought leadership, campaigns, and client outreach to related opportunities, pipeline, and sales.
• Improve visibility into client interactions, relationship coverage, sales calls, next actions, and opportunity progression.
• Develop role-based CRM onboarding and training for executives, market-sector leaders, client coordinators, opportunity leads, seller-doers, and support teams.
• Create practical user guides, videos, process documentation, office hours, and best-practice resources.
• Provide day-to-day user support and address recurring issues through improved configuration, automation, documentation, or training.
• Gather user feedback and use adoption and data-completion metrics to target additional support.
• Maintain a prioritized CRM roadmap aligned with Anchor QEA’s business plan, financial-planning needs, and technology strategy.
• Lead CRM improvement projects from requirements gathering and configuration through testing, deployment, training, and evaluation.

Benefits

• Medical, dental, vision, basic life and AD&D insurance
• 7 paid company and 2 floating holidays annually
• 2 weeks accrued paid vacation based on length of service. Vacation may vary by level.
• 80 hours annually Sick and Safe Time
• 401k plan with an employer match

What This Job Offers

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