Copy of CRM Consultant (Creatio)

Posted 3 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
115K-125K Annually
Senior level
Information Technology
The Role
Lead end-to-end CRM implementations using Creatio and other enterprise CRM platforms: gather requirements, map processes, configure native tools, manage scope/budget, run UAT, train users, and ensure adoption and ongoing client support.
Summary Generated by Built In

About Net at Work


Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. Our award-winning consultancy offers a rich portfolio of next-generation technology, industry expertise, implementation and managed services to help organizations derive value from the transformative benefits of technology. 
Through the integration of ERP, HCM and/or CRM solutions, Net at Work  offers unique, industry-specific  solutions and operation platforms that enable companies to compete more effectively in today’s digital economy. For more information, visit www.netatwork.com. 




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.  



EOE/Diversity & Inclusion Statement


Net at Work is dedicated to unleashing the power and potential of our employees and teams by creating a vibrant and inclusive workplace where each employee can be their best. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We embrace and encourage equitable treatment of our employees and strive to create a work environment free of discrimination at all organizational levels and in all forms. Net at Work recognizes the rights of all individuals to mutual respect and the acceptance of others without biases based on differences of any kind. 

 

Net at Work is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members that is free of discrimination and harassment. All employment decisions at Net at Work are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, gender, gender identity or expression, sexual orientation, national origin, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.  

Skills Required

  • Bachelor's degree in computer science, information technology, quality assurance, or equivalent
  • 5 or more years implementing CRM solutions and projects
  • 2+ years in a client-facing role defining functional CRM solutions
  • Demonstrable experience with an enterprise-class CRM solution
  • Experience with Creatio, Dynamics 365 Sales, or Sage CRM
  • Certifications in CRM platforms (Creatio, Dynamics, Sage, etc.)
  • Experience with digital marketing solutions integrated with CRM
  • Strong skills managing project scope, analysis and requirements definition; experience with project planning (waterfall or agile)
  • Experience working in a consulting or professional services organization
  • Ability to configure core system elements using native application tools, lead UAT, and deliver end-user training
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The Company
HQ: New York, New York
555 Employees
Year Founded: 1996

What We Do

Unleashing the Power of Business. #NextGenTech #DigitalOperationsPlatform #DigitalTransformation Net at Work helps small and medium sized companies unleash the power of their business through the transformative use of next generation technology. We combine technology and business expertise with exceptional care to build long-term, trusted relationships with our clients. Our team has comprehensive experience across virtually every business discipline and truly understand how software, systems and people, need to work together. We’re problem-solvers and promise-keepers. Those are the twin principles upon which Net at Work was founded, and they’re what our clients tell us they value most about their relationships with us. Our comprehensive range of services and solutions include ERP, CRM, HCM, eCommerce, Cloud Hosting, IT/ Security Managed Services, vCIO, vCTO, Business Process Reviews, Software Selection, Implementation, Integration, Support, and more. Visit our Sister Companies: Pixafy, an erpCommerce agency www.pixafy.com Cloud at Work - Cloud Hosting Services www.thecloudatwork.com Docutrend Imaging Solutions - Managed Print Services www.docutrend.com

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