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 for the 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. Responsibilities: • Initiate project with stakeholders via email/virtual meeting or formal Kickoff. • Gather feedback and expectations.
• Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.). • Explain project phases and expectations. • Establish project’s points of contact on customer’s and bolthires side. • Establishment of a project timeline based on the customer environment and availability. • Schedule discovery meetings for the following discovery phases. Qualifications: • CRM Agnostic, with the ability to objectively assess and recommend available CRMs • Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
• Excellent communication and presentation skills Preferred: • Experience with Touchpoint CRM Apply tot his job
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