CRM Consultant, Creatio

Job Description: • 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. Requirements: • Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. • 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.

Benefits: • 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 Apply tot his job

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