CRM Consultant, Creatio

Remote Full-time
Job Description: • 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. Requirements: • Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. • 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.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 Apply tot his job
Apply Now

Similar Opportunities

CRM Onboarding Consultant (US Hours)

Remote Full-time

Temporary CRM Data Steward | Crowell & Moring | Remote US

Remote Full-time

CRM Marketing Business Product Manager

Remote Full-time

CRM Marketing Manager

Remote Full-time

Senior Salesforce Business Analyst CRM - TR

Remote Full-time

Crypto Quantitative Analyst; Global- Remote – Non

Remote Full-time

Senior Manager, CRM & Industry Expert Services

Remote Full-time

CRM Marketing Specialist (Freelancer)

Remote Full-time

Remote Independent Contractor: CRM Data Hygiene Specialist (Real Estate Focus Preferred)

Remote Full-time

Remote Technical Support Analyst (CRM and Web Applications)

Remote Full-time

[Remote] Junior Industrial Designer (Home Category)

Remote Full-time

Account Executive; B2B SaaS Sales: APAC

Remote Full-time

Dispatch (REMOTE) Greenville NC

Remote Full-time

[Remote] Remote Real Estate Acquisition Closer

Remote Full-time

Experienced Data Entry Specialist – Remote Content Management and Organization for arenaflex

Remote Full-time

[Remote] Call Center Representative (Bilingual)

Remote Full-time

Experienced Customer Service Representative – Delivering Exceptional Pet Parent Experiences in a Dynamic Remote Environment at arenaflex

Remote Full-time

Law Clerk - Summer 2026 Energy Justice

Remote Full-time

Experienced Remote Customer Service Representative – Delivering Exceptional Support to Pet Owners and Enhancing Their Furry Companions' Lives

Remote Full-time

Entry-Level Customer Service Representative – Remote Work Opportunity for Career Growth and Development in a Dynamic and Supportive Environment

Remote Full-time
← Back to Home