Wipfli · 3 days ago
Senior CRM Consultant
United States
Full-time
Remote
Mid, Senior Level
$88K/yr - $118K/yr
5+ years expWipfli is a company that values its people and offers a career-defining opportunity. The Senior CRM Consultant will develop and deliver solutions for clients focusing on operational excellence and digital transformation, managing client projects and leading delivery resources.
AccountingConsultingInformation Technology
Responsibilities
Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support
Architect and develop solutions based on client requirements and deep knowledge of CRM applications
Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations
Configure, test, and deploy CRM solutions and associated applications
Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery
Communicate with clients on functional deliverables, work plan status, and issues
Identify risks, manage scope changes, and implement change-management processes
Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities
Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery
Qualification
Required
Bachelor's Degree or equivalent combination of education and experience
5+ years of experience in a professional services firm or private industry focused on technical solutions
4+ years of experience with CRM implementations
2+ years of project management experience in a professional services or similar environment
Expert-level understanding of CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing
Experience defining business requirements, managing business processes, and client relationship management
Preferred
Experience implementing CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries
Experience with Agile project management methodologies and tools (e.g., JIRA, DevOps)
Benefits
8 health plan options (both HMO & PPO plans)
Dental and vision coverage
Opportunity to enroll in HSA with potential Firm contribution
Employee Assistance Program
Firm-sponsored basic life and short and long-term disability coverage
401(k) savings plan & profit share as well as Firm matching contribution
Well-being incentive
Education & certification assistance
Flexible time off
Family care leave
Parental leave
Family formation benefits
Cell phone reimbursement
Travel rewards
Voluntary benefit offerings include critical illness & accident insurance
Hospital indemnity insurance
Legal
Long-term care
Pet insurance
ID theft protection
Supplemental life/AD&D
Company
Wipfli
Wipfli LLP is one of the top 20 accounting and consulting firms.
1001-5000 employees
H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (5)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-08-01Private Equity
Leadership Team
Ryan Risley
Partner and Chief Technology Officer - Business Solutions Group
Jeff Greeneway
Retired
Recent News
2025-11-28
EIN Presswire
2025-11-14
Company data provided by crunchbase