What are the responsibilities and job description for the CRM Consultant position at KnowIt Training?
We’re looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible for the assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you’re interested, please apply today.
Responsibilities
Responsibilities
- Initiate project with stakeholders via email/virtual meeting or formal Kickoff.
- Gather feedback and expectations.
- Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.).
- Explain project phases and expectations.
- Establish project’s points of contact on customer’s and CI side.
- Establishment of a project timeline based on the customer environment and availability.
- Schedule discovery meetings for the following discovery phases.
- CRM Agnostic, with the ability to objectively assess and recommend available CRMs
- Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
- Excellent communication and presentation skills
- Experience with Touchpoint CRM