CRM Consultant

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

• 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.
  
  

Qualifications

• 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
  
  

Preferred

• Experience with Touchpoint CRM