Copy of CRM Consultant (Creatio)

Net at Work

$115K — $125K *
US-AnywhereRemote in United States
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in computer science, IT, quality assurance, or equivalent work experience.
  • 5+ years of experience implementing CRM solutions and projects.
  • 2+ years in a client-facing role defining functional solutions.
  • Experience with enterprise CRM solutions such as Creatio, Dynamics 365 Sales, or Sage CRM.
  • Certifications in CRM platforms are a strong plus.
  • Experience with digital marketing solutions is a bonus.
  • Strong project management skills in both waterfall and agile methodologies.

Responsibilities

  • Analyze client business processes and define functional requirements.
  • Map client objectives to Creatio's capabilities and prepare documentation.
  • Assist clients in validating options and prioritizing project scope.
  • Collaborate with team members to validate project scope and effort.
  • Lead project execution from initiation to completion.
  • Document project requirements in approved formats for active client participation.
  • Configure system elements using out-of-the-box tools and lead user acceptance testing.

Benefits

  • Comprehensive health and welfare plans (Medical, Dental, Vision).
  • Accident and Critical Illness insurance coverage.
  • Employee Assistance Program (EAP) for mental health support.
  • Short- and Long-Term Disability Insurance included.
  • 401k retirement plan with matching contributions.
  • Transportation and Parking Accounts for travel needs.
  • Paid Time Off starting at 15 days annually, plus 8 paid holidays.
Full Job Description
About this Position

Key to success in this position is a high level of experience implementing enterprise-class CRM platforms and an understanding of the value that CRM provides to sales, marketing, finance, operations and customer service teams. In this role, we will work with you to build upon your experience and abilities and expand your areas of influence and capabilities using Creatio. The best candidates for this position "start with the end in mind" and have the ability to understand what is important to their clients , what their core needs are, and the best functional solutions and methods to exceed their requirements, goals and achieve 100% user adoption. A successful team member can understand the need, define the solution, and execute a program to make the solution a reality.

Job Responsibilities

  • 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.


Job Requirements

  • Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas.
  • 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.


Core Competencies

  • Energy/Drive - Exhibits energy, strong desire to achieve, high dedication level.
  • Tenacity - Passionately strives to achieve results. Reputation for not giving up.
  • Customer Focused - Monitors client satisfaction, establishes partner relationship with clients. Visible and accessible to clients.
  • Negotiation Skills - Achieves favorable outcomes in win/win negotiations.
  • Organization / Planning - Plans, organizes, schedules, and budgets in an efficient and organized manner. Focuses on key priorities.


Compensation and Benefits

Base salary range: $115,000 to $125,000.

This position is also eligible for a bonus in accordance with the terms of the Company's plan.

Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.

We provide competitive, affordable, and diverse benefit programs that support your total health - from healthy body to healthy mind. These benefits support you and your family in all aspects of life:

  • 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.


The compensation and benefits information is accurate of the date of this posting and subject to plan eligibility. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

The Company expects to accept applications for this position until [45 days after the initial posting date] but encourages interested applicants to apply as soon as possible. We will review this information and one of our Talent Acquisition professionals will reach out if your background aligns to the positions.

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