CRM Consultant Job Description
CRM consultant
provides access to ancillary programs: D365 app for Outlook, SharePoint, PowerBI; PowerApps; MS Flow.
CRM Consultant Duties & Responsibilities
To write an effective CRM consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure that project quality meets standards through KPI identification and testing plan
Manage partnership with cross-functional teams to ensure consistent, positive client interaction
Manage off-shore resources
Lead Technical implementation team
Provide thought leadership during all stages of delivery
Lead and develop components of the customer solution
Resolve and provide guidance technical issues
Identify, assess impact, and provide recommendation for resolution of issues related to business processes, procedural and system changes
Working with customers to identify business requirements
Crafting solutions to address the business needs of customers
CRM Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for CRM Consultant
List any licenses or certifications required by the position: CRM, C4C, PMP, SAP, AWS, HTML5, ISU, MS, CE
Education for CRM Consultant
Typically a job would require a certain level of education.
Employers hiring for the CRM consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Education, Technical, Marketing, Engineering, Design, Technology, Information Systems, Information Technology
Skills for CRM Consultant
Desired skills for CRM consultant include:
Excel
Word
Access
Campaign systems
Lead Management
MS Outlook
PowerPoint
SSRS
Application and Agreement Management
Change Request and Claims
Desired experience for CRM consultant includes:
Control error handling in Navision (EDI messaging, etc)
Control Revenue differences
At least 3 years related business OR CRM experience
Bachelor’s degree in Information Technology, Information Systems, or related field
Strong preference for candidates who are PMP certified or possess Salesforce.com certifications
Demonstrated ability to take initiative and manage the consulting team the client team and develop strong working relationships with clients while mentoring the consultants deployed on the project
CRM Consultant Examples
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CRM Consultant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of CRM consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CRM consultant
- IBM WebSphere commerce OR Intershop knowledge will be a major plus
- Engage in senior level business (CxO) and/or technology decision maker discussions related to integration, business value, and business process is a requirement
- Design technical solutions to meet business goals and objectives
- Be responsible for leading and completing development tasks related to Dynamics CRM
- Provide subject matter expertise to customers around implementation methodologies and how to successfully deploy CRM solutions
- Provide team leadership to others on the team
- Leverages technical expertise to design and implement CRM solutions
- Liaise effectively between customers and IT staff/business partners to ensure high quality and timely resolution of customer issues
- Research customer issues that may be non-standard in order to offer solutions
- Designs conceptual architecture and technical solutions
Qualifications for CRM consultant
- Content knowledge - Experience designing and implementing Salesforce/Microsoft Dynamics solutions
- Minimum of 8-10 years SAP experience with 4+ years of CRM functional experience
- SAP CRM configuration experience in Sales and Service functionality is preferred
- Demonstrated knowledge of SAP Fiori-based applications is preferred
- Understanding of supply chain processes preferred
- A proven ability to lead technical projects
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CRM Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a CRM consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for CRM consultant
- Planning, managing, and performing application build, test, and deploy activities
- Identifying and monitoring interdependencies between various program or project workstreams
- Creating project deliverables and standards (e.g., including process standards)
- Collaborates with Development, Science and Analytics peers to define test plans and key objectives, develop marketing and campaign plans
- Produces and activates trigger-based emails
- Prepares and presents creative and campaign briefs with creative team to build communications that motivate behavior and drive engagement
- Anticipates deviations from the project desired outputs and provides remediation
- Reviews the existing business procedures, design documentation, interface documentation and makes updates
- Transfer project knowledge to main point of contacts in the agreed time frame
- Lead all areas of Personalization and loyalty campaigns while working effectively with Client team, Analytic team and the Campaign Manager to ensure on-time and flawless execution and delivery
Qualifications for CRM consultant
- Demonstrated ability to communicate technical concepts to non-technical resources
- Candidates must have the ability to obtain and maintain a corporate credit card and a driver's license
- Previous experience in or with higher education administration helpful
- Minimum BS, preferably in an IT related field with strong accounting/business background
- Understanding of the core functionality of the Microsoft Dynamics CRM products and the technical tools for application customization
- Maintain technical skills in core development areas centered around the Microsoft Dynamics products including C#.NET, SQL, FetchXML, jScript/AJAX
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CRM Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking for a CRM consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM consultant
- Ability to interact with client teams and business personnel
- Participate in workshops with Customers and Partners
- Collect and understand customer needs and write functional requirements
- Project management (20% time), monitoring and tracking project status, budget and milestones
- Functional analysis (50% time), analysing business process, documenting customer requirements and designing functional and technical solutions
- Serve as act as configuration consultant or work stream lead for a client project, responsible for day to day activities and deliverables which vary based on project phase
- Communicate and report project status to team leadership, including budget, risks and general business issues
- Report individual budget and finances
- Understand CRM technologies being used on a project to be able to propose how to design, develop, test, and implement a technical implementation project
- Building client relationships and meet with clients to determine business and functional requirements
Qualifications for CRM consultant
- Familiar with relational database concepts and use
- Proficient in MS Office applications specifically Visio a MUST
- Demonstrated capabilities in software usage and configuration concepts and functions
- Familiarity with technology and its applicability in customer care environments
- Plug-in development
- CRM form programming (scripting)
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CRM Consultant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of CRM consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM consultant
- Provide necessary inputs to Test Lead, validate test plans and results, and be responsible for the testing of individual components developed
- Lead the deployment effort after production cutover and be responsible for post-production end-user support
- Assist the Program Manager in generation of Tollgate documents, different reports and project base lining and tracking
- Process Ownership on CRM Landscape along with IT responsibilities and manage the CRM Enhancements Road Map for the Team
- Effective Support and Operational Excellent on SAAS CLM Platform for the Team
- Lead requirement gathering efforts (Business Process/Business Requirements/Legacy Systems/Application Mapping) for Salesforce/Veeva
- Manage the CRM Enhancements Road Map for client's Business Team
- Effective Support and Operational Excellence on SAAS CLM Platform
- Implement CRM platforms, mainly Salesforce- gather business requirements, process mapping, design solutions and system functionalities, being involved in implementation phase, conduct tests, run workshops and trainings
- Design and implement sales incentive programs
Qualifications for CRM consultant
- BA/BA degree or equivalent work experience combined with significant working experience in business solutions deployment
- Minimum 3 years of experience with of the Financial Services Industries (Banking, Capital Markets, Insurance)
- Minimum of 3 years of CRM systems implementation experience in of the financial services industries (Banking, Capital Markets, or Insurance)
- Minimum of 2 years of Salesforce.com
- 2+ years’ experience with Sales, Sales Operations, and Sales Technology Enablement, or related organization alignment, focused on the business process administration of sales incentives – from sales incentive planning and modeling through tracking, calculation, reporting and analysis, and dispute resolution
- 2+ years’ experience in role working with the sales force to design and implement sales incentive programs or related activities such as quota setting, segmentation, and coverage model
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CRM Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a CRM consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM consultant
- Allocate, coordinate, and review work packages of the team members working from onsite/offshore
- Provide mentorship to fellow team members
- Coordinate with multiple teams to identify and resolve roadblocks on issue resolution
- Carry the overall responsibility for project documentation, including appropriate filing of documentation and recovery mechanisms
- Be the go-to person for expertise on the delivery of key client projects across the Capital Markets landscape
- You will drive prospect/customer adoption and value from AdRoll’s ABM Ads product via SFDC
- You'll dive into customer’s CRM system to ensure the proper reporting and dashboards are built and maintained through customer journey
- You will collaborate with clients to capture requirements, conduct strategy workshops, design and develop reporting dashboards, translate business needs into technical execution, receive feedback and present results
- You will design, build, and find solutions compatible with top CRM environments, including process optimization, reporting, database architectures, and custom integrations
- You will influence and coach customers throughout their AdRoll/CRM journey and build, implement and maintain a dashboard of key success metrics
Qualifications for CRM consultant
- Change management and scope control - Experience performing impact analysis for potential changes in scope
- End to End understanding of Amdocs CRM product suite
- Self-dependent in solving technical problems
- Investigation of MS Dynamics CRM errors and root cause analysis
- Troubleshooting issues with the MS Dynamics CRM platform and CRM application issues
- Performance monitoring and testing MS Dynamics CRM applications