CRM Implementation Consultant

Location: New York City / Long Island, NY (Hybrid with Travel)

We are looking for a hands-on Implementation Consultant to join ShareCRM's growing North America team. In this role, you will take ownership of deploying and configuring the ShareCRM platform for enterprise customers — from initial setup and data migration through to go-live and post-launch support. You will work at the intersection of technical delivery and customer engagement, ensuring every implementation is executed smoothly, on time, and to a high standard.

This is an ideal opportunity for a CRM delivery professional who thrives in a fast-moving SaaS environment, takes pride in technical precision, and is motivated by seeing customers go live successfully.

Key Responsibilities

CRM Configuration & System Setup

• Environment Configuration: Set up and configure CRM environments including pipelines, workflows, custom fields, user permissions, and reports tailored to each customer's business requirements.
• Workflow Automation: Build and implement automation rules, triggers, and process flows that streamline customer operations within the ShareCRM platform.
• Platform Customization: Work with customers to understand their unique processes and translate them into scalable, maintainable CRM configurations.

Data Migration & Integrations

• Data Migration Execution: Plan and execute data migrations from legacy CRM systems and other data sources, ensuring data integrity, accuracy, and continuity throughout the transition.
• System Integrations: Implement standard integrations with ERP platforms, marketing automation tools, support systems, and other third-party applications.
• Integration Testing: Validate integration data flows, troubleshoot API and sync issues, and ensure all connected systems function correctly post-go-live.

Project Delivery & Go-Live

• Implementation Planning: Follow defined project plans and implementation methodologies to manage scope, timelines, and deliverables across concurrent customer engagements.
• Testing & UAT: Lead or support testing phases including system testing, user acceptance testing (UAT), and issue resolution prior to go-live.
• Go-Live Support: Serve as the primary technical contact during go-live, managing escalations, resolving blockers, and ensuring a smooth customer launch.

Customer Engagement & Training

• Client Communication: Maintain clear and proactive communication with customer stakeholders throughout the implementation lifecycle, managing expectations and providing regular progress updates.
• Admin & User Training: Deliver hands-on admin and end-user training sessions, empowering customers to independently manage and grow their CRM adoption post-implementation.
• Post-Go-Live Support: Provide structured hyper-care and post-launch support, addressing configuration adjustments and user questions during the critical adoption period.

Qualifications

• Minimum 1 years of hands-on experience in enterprise SaaS or CRM implementation, technical delivery, or system administration.
• Hands-on experience implementing or administering Salesforce, HubSpot, Microsoft Dynamics, or comparable CRM platforms.
• Proven experience with data migration, including mapping, cleansing, and importing structured data between systems.
• Solid understanding of CRM workflow automation, field configuration, and permission structures.
• Strong troubleshooting skills with the ability to diagnose and resolve technical issues independently.
• Comfortable working directly with customers in a professional, consultative manner.
• Experience working with distributed teams across multiple time zones.
• Flexible and willing to adjust working hours based on team or customer locations.
• Willing and able to travel frequently across the U.S. for customer and partner engagements.
• Demonstrates a strong entrepreneurial spirit, with the ability to take initiative and operate effectively in a fast-growing environment.
• Possesses a can-do attitude, with a proactive approach to problem-solving and delivering results.
• Technical background with coding or scripting capabilities is preferred.
• Experience using modern AI tools or AI-assisted productivity tools is a plus.
• Fluency in Chinese (Mandarin) is preferred.

What We Offer

• Competitive salary and benefits with strong career growth opportunities.
• Comprehensive Benefits package, including health, dental, and vision coverage.
• 401(k) retirement plan with company matching.
• A visible role contributing directly to ShareCRM’s expansion in the North American market.
• Strong career growth opportunities in a fast-growing global SaaS company.
• H1B visa sponsorship available for qualified candidates.

About ShareCRM

Founded in 2011, ShareCRM is a new generation CRM connecting businesses with customers, partners, and employees. With over 1,200 employees worldwide and trusted by 6500 large and medium-sized companies, ShareCRM enables better engagement with customers and drives revenue growth. ShareCRM’s lead investors include IDG Capital, Northern Light Venture Capital, and Kingdee International.

ShareCRM is a global late-stage pre-IPO technology company expanding its recently established North America business. As an expansion team, we welcome candidates who can apply their start-up mentality to help build out a new business on the foundation of a proven model.