KnowIt Training · 6 days ago
CRM Consultant
Dallas, TX
Contract
Hybrid
Mid LevelKnowIt Training is seeking a CRM Consultant for a project with a client in the North Dallas area. The role involves assessing the client's current CRM and recommending a new solution that aligns with their business needs and objectives, with responsibilities including stakeholder communication and project timeline establishment.
E-learning
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 CI side
Establishment of a project timeline based on the customer environment and availability
Schedule discovery meetings for the following discovery phases
Qualification
Required
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
Company
KnowIt Training
KnowIt Training is a certified women-owned provider of industry specific training for the fields of Recruiting and Human Resources.
Founded in 2016
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase