CRM Consultant

🌍 Remote, USA πŸš€ Full-time πŸ• Posted Recently

Job Description

We're looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible forthe 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: β€’ Initiate project with stakeholders via email/virtual meeting or formal Kickoff. β€’ Gather feedback and expectations. β€’ Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.). β€’ Explain project phases and expectations. β€’ Establish project's points of contact on customer's and CI side. β€’ Establishment of a project timeline based on the customerenvironment and availability. β€’ Schedule discovery meetings for the following discovery phases. Qualifications: β€’ CRM Agnostic, with the ability to objectively assess and recommend available CRMs β€’ Experience working with stakeholders and end users to gather requirements and understand current state CRM usage. β€’ Excellent communication and presentation skills Preferred: β€’ Experience with Touchpoint CRM Apply tot his job

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