Net at Work · 3 months ago
CRM Consultant (Creatio)
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $125K/yr
5+ years expNet at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. The CRM Consultant (Creatio) will implement enterprise-class CRM platforms, working closely with clients to understand their needs and ensure successful project execution.
ConsultingCRMSoftware
Responsibilities
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
Qualification
Required
Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas
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
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
Preferred
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
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.
Company
Net at Work
Net at Work is a Business Management Solution provider for the Chemical Industry.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2023-09-19Private Equity
Leadership Team
Edward Solomon
Co-CEO
Gayle Heskiel
Chief Operating Officer
Recent News
Morningstar.com
2026-01-13
Company data provided by crunchbase