Consultant CRM Job Description
Consultant CRM
provides advisory on the Veeva Systems applications, Salesforce.com Platform, technical design and CRM processes.
Consultant CRM Duties & Responsibilities
To write an effective consultant CRM job description, begin by listing detailed duties, responsibilities and expectations. We have included consultant CRM job description templates that you can modify and use.
Sample responsibilities for this position include:
The role will be responsible to incorporate the capabilities of many Cloud Computing vendors, chiefly salesforce.com, force.com (API, APEX & Visual Force)
Functional knowledge and technical expertise in the implementation of configuration/customization changes and maintenance of Salesforce.com-based solutions
Office location - Maitland, FL - (we do offer relocation assistance)
Finding new business opportunities based on expanding existing customer solutions creating new ones
Assist in the development, documentation, and communication of CRM plans, budgets, timelines
Develop long term roadmaps which describe delivering large scale solutions via a series of projects
Identify, foster, and incorporate Project Management industry best practices
Deep involvement in configuration, enhancement and testing of software applications to meet business process requirements
Lead and review your team’s work, directing efforts to define technical, operational and user requirements
Oversee timely and effective resolution of customer issues
Consultant CRM Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Consultant CRM
List any licenses or certifications required by the position: CRM, C4C, PMP, SAP, AWS, HTML5, ISU, MS, CE
Education for Consultant CRM
Typically a job would require a certain level of education.
Employers hiring for the consultant CRM job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Education, Technical, Marketing, Engineering, Design, Technology, Information Systems, Information Technology
Skills for Consultant CRM
Desired skills for consultant CRM include:
CRM systems
ITIL
Salesforce.com
SharePoint
Active Directory and application architecture
BizTalk
Office
Pivotal Windows
Area of expertise the appropriate licensure
At least Opportunity
Desired experience for consultant CRM includes:
Ability to work with clients and establish a relationship all levels of management
Strong analytical, problem solving, and quality skills
Performed business requirements gathering (to be model, as is model, ) and experienced configuring Salesforce module(s)
Performed definition and functional design of conversions and interfaces and functional experience in leading technical team through API usage
ABAP basics
Years experience in consulting, familiar with .net, wechat platform knowledge is a plus
Consultant CRM Examples
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Consultant CRM Job Description
Job Description Example
Our innovative and growing company is looking for a consultant CRM. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant CRM
- Gather and organize customer requirements
- Support the creation of functional and technical requirements documents
- Contribute to functional and technical solution design
- Complete configuration and/or customization tasks in Dynamics CRM
- Support solution testing and deployment
- Contribute to practice goals and continuous improvement initiatives
- The role requires both functional/ technical knowledge and the ability to map CRM customer business problems to reusable end-to-end business application and technology solutions
- Complete configuration tasks in Dynamics CRM
- Provide team and thought leadership on projects
- Mentor other consultants in the practice
Qualifications for consultant CRM
- Must have 2-5 years of .NET development experience
- Must have experience with Microsoft SQL Server, HTML5 and Jscript
- Proven implementation of CRM strategies and processes relevant technology experience in implementing large-scale technologies (e.g., CRM, ERP, ) and managing the organizational adoption effort
- Understanding of the effect of CRM implementation on business processes, people, and experience with business case methodologies
- Ability to establish and maintain 3rd party relationships
- Experience with IBM Campaign 8.5 or higher is preferred
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Consultant CRM Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of consultant CRM. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for consultant CRM
- Partners with cross-functional technology and design teams to ensure consistent, beneficial client interaction and solution delivery
- Assists in sales activities and planning as required
- Supports continuous improvement efforts to proactively identify potential challenges to customer success and business productivity
- Support design of conceptual architecture and technical solutions
- Research customer Microsoft Dynamic CRM challenges and create solutions
- Support continuous improvement of client experience with Microsoft Dynamic CRM system by proactively identifying potential challenges
- Tier 2/3 troubleshooting and how to's
- Creating/maintaining sandbox environments
- Data imports and exports using APEX data loader
- Must have a proven track record meeting with senior management and executives as the subject matter expert
Qualifications for consultant CRM
- Experience with HTML, SQL and Business Intelligence tools is preferred
- ASP.Net, C#, .NET, SQL Server or similar products
- 1+ years of development experience with Dynamics CRM
- Strong technical background on MS technologies/trends
- Angular.js, and Breeze.js etc
- Microsoft BI experience
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Consultant CRM Job Description
Job Description Example
Our growing company is hiring for a consultant CRM. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for consultant CRM
- Leverage data to package and deliver key customer insights and recommendations to client partners across cross-functional teams to demonstrate value delivered and key benefit to customers and clients
- Responsible for solving complex business or functional problems by utilizing strategic thinking, decision making and problem solving skills
- Effective project management and delivery of consistently high standard of work ensuring deadlines are met, operational hurdles are understood and insights are delivered to clients in an actionable format
- Collate inputs
- Manage the budgets and commercials for the delivery of the communication plan against forecast
- Bring innovative solutions to Retail clients and Manufacturers to leverage personalized customer communications through Communications and Media platforms
- Strive to enhance the customer experience to increase engagement and key performance metrics
- Act as an advocate for Personalization by educating stakeholders on best practices and Value Delivered
- Work with key stakeholders to translate complex business and customer requirements into functional and technical solutions
- Along with your team you will liaise with business leaders to document customer system requirements
Qualifications for consultant CRM
- Project Management -- balancing between perfection and progress
- CRM configuration and/or customization (C#, Jscript, Plug-ins)
- Solution management and maintenance
- A BA/BA degree or equivalent work experience combined with a minimum of 3 to 5 years relevant working experience in business solution implementations
- Strong Understanding of CRM and call center industry practices
- Strong presentation skills and experience of Demonstrating software in a new business environment
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Consultant CRM Job Description
Job Description Example
Our growing company is looking for a consultant CRM. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for consultant CRM
- Performing configuration and customization of the Salesforce platform, including templates and best practices specific to Private Equity/Alternative Investment, Asset Management, and Banking/Credit Unions
- Participate in effective change management programs within the client organization including creating and administering communication plans to promote end-user adoption
- Play a leading role in the creative development of addressable content, recommending strategies based on best practices and past performance
- Work with member engagement teams, agencies and vendors to help understand campaign objectives and needs related to leveraging personalized content
- Work with internal partners and creative agencies to gather, maintain and track creative assets, confirm usage and distribute assets to vendors
- Play a leading role in the team’s use of content management tools to manage the complexity of message and creative variations, driven by personalization and by channel differences
- Provide direct feedback to publishers when executions do not meet expectations and/or stray from previously established guidelines
- Plan, create, and manage templates that can be populated with content, calls to action, imagery and other variables for all channels
- Be the day to day point of contact for the addressable content strategy and measurement plans to demonstrate the value of addressable content
- Build strong working relationships with fellow team members
Qualifications for consultant CRM
- 5-7 years' experience of services and or CRM, Customer experience software or similar
- Experience working on a globally diverse and located team
- Experience in creating Statements of work and estimates
- Experience working with various stakeholders typically, Business, IT departments
- Custom page integration (embedding custom ASP.NET pages into CRM and using JavaScript to integrate with CRM forms)
- CRM customization
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Consultant CRM Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of consultant CRM. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consultant CRM
- You will educate internal and external customers on how to connect advertising and CRM systems to drive incremental revenue and overall value
- Lead requirement collecting efforts (Business Process/Business Requirements/Legacy Systems/Application
- Mapping) for Salesforce/Veeva
- Convert business requirements to clear and comprehensive functional specifications
- Improve the application (Workflow/Configuration related optimization)
- Handle testing of individual components developed
- Responsible for post-production end-user support
- Assist the Program Manager in generation of Tollgate documents and reports
- Process ownership on our CRM Landscape along with IT responsibilities
- Manage the CRM Enhancements Road Map for our business team
Qualifications for consultant CRM
- NET areas
- AJAX.NET
- WCF (Windows Communication Foundation) development
- Azure AppFabric
- Implementation of enabling technology solutions
- Experience working on a large-scale Business / Operational Transformation project desirable