Director / Manager, CRM Solutions Practice

fivestar is seeking a Director or Manager of CRM Solutions to lead and grow our CRM practice. This is a hands-on leadership role responsible for both client engagement and delivery execution, ensuring we deliver high-quality solutions while expanding trusted advisor relationships.

You will lead a team of 4–5 consultants while working directly with clients to understand business needs, shape solutions, and ensure successful outcomes. This role requires someone who thrives in a fast-paced, high-context-switching environment and enjoys balancing strategy with execution.

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What You’ll Do

Client Leadership & Account Management

• Serve as a trusted advisor to clients, understanding their business goals and translating them into CRM solutions

• Lead client conversations around roadmaps, enhancements, integrations, and optimization opportunities

• Identify opportunities for account growth and expanded services

• Manage client expectations and ensure a high level of satisfaction and retention

Delivery & Team Leadership

• Lead and coordinate the daily work of a 4–5 person CRM consulting team

• Ensure high-quality delivery across:

o CRM configuration and customization

o Application integrations

o Ongoing support and enhancements

• Balance workloads, remove blockers, and ensure projects stay on track

• Provide coaching, feedback, and mentorship to team members

Project & Operational Execution

• Oversee multiple client engagements simultaneously

• Drive strong project management discipline (scope, timeline, communication, risk management)

• Partner with the VP of Delivery to ensure alignment with broader delivery standards and goals

• Jump in hands-on when needed to support delivery or solve complex issues

Solutioning & Problem Solving

• Translate complex business challenges into practical CRM solutions

• Collaborate with clients and internal teams to design scalable, effective systems

• Stay current on CRM trends, tools, and best practices

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What We’re Looking For

Core Capabilities

• Excellent communication skills (client-facing, internal leadership, executive-level conversations)

• Strong problem-solving ability with comfort navigating ambiguity

• Proven project management skills across multiple concurrent initiatives

• Ability to context switch quickly and thrive in a dynamic, fast-moving environment

• Natural inclination to take ownership and drive outcomes

Experience

• 5–10 years of experience in CRM consulting, implementation, or related roles

• Experience leading or coordinating teams in a consulting or delivery environment

• Hands-on experience with CRM platforms required:

o Strong preference for Microsoft Dynamics 365 or Infor CRM

• Experience with integrations, workflows, and business process optimization

Nice to Have

• Experience in a consulting firm or client services environment

• Exposure to multiple CRM platforms or migration projects

• Deep experience in at least 1 CRM tool.

• Sales Experience using CRM tools

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How You’ll Be Successful

• Build strong, trusted relationships with clients

• Keep projects organized, moving, and on track

• Develop and support a high-performing, engaged team

• Balance strategic thinking with hands-on execution

• Bring energy, curiosity, and a willingness to jump into whatever is needed

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Why fivestar / Revision Collective

• Employee-owned (ESOP) organization focused on long-term impact

• Opportunity to shape and grow a key service offering

• Collaborative, values-driven culture

• Flexibility of remote work with meaningful, high-impact client work

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Leveling Note

This role may be hired at the Manager or Director level depending on experience:

• Manager: Strong delivery leader with emerging client/account leadership

• Director: Proven leader with experience growing accounts and shaping practice direction

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Equal Opportunity Employer 

fivestar is an Equal Opportunity Employer. We are committed to fostering an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other legally protected characteristic.