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

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