Consultant, CRM

The role

You will lead client implementations by understanding business goals and creating delivery plans. You will configure the solution, manage scope, timelines, and budgets, and drive client adoption.

What you will do

• Lead discovery with client stakeholders to understand business goals and workflows
• Translate client needs into a practical project plan
• Own implementation and integrated-solution delivery from kickoff through adoption
• Manage decisions, risks, dependencies, timelines, and budget
• Align internal teams and client stakeholders around priorities and delivery commitments
• Partner with client stakeholders and data specialists to map, transform, and validate data
• Recommend and configure the solution to meet client objectives
• Drive collaboration and decision-making across internal and external project teams
• Demonstrate the product and deliver role-based end-user training
• Identify and resolve complex client escalations

Required qualifications

• 3+ years of B2B software implementation experience
• Strong project management skills
• 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 have

• 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

Benefits

• Employee equity
• Discretionary bonus compensation
• Employee benefits plans and programs

About the company

Unanet is an Equal Opportunity Employer. The company values being a team, being customer-focused, being driven, owning success, and doing the right thing.