InterSources Inc · 2 months ago
Enterprise Project Manager – Executive (Business Analyst – CRM Consultant)
InterSources Inc. is a Small, Woman, and Minority-Owned Business Enterprise with over 18 years of experience in providing IT Consulting Services. They are seeking an Enterprise Project Manager to assess business needs and implement CRM solutions that align with agency goals and operational structures.
Artificial Intelligence (AI)Cyber SecurityInformation TechnologySoftware
Responsibilities
Assess business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for process optimization
Design, configure, and implement CRM solutions aligned with agency goals and operational structures
Develop and document Standard Operating Procedures (SOPs), training materials, and adoption strategies
Collaborate with sales, marketing, and service teams to ensure CRM tools support their operational objectives
Monitor CRM system performance, adoption, and ROI; provide insights and recommendations for improvement
Prepare and present reports for leadership and stakeholders on CRM utilization and outcomes
Stay current with CRM trends, emerging technologies, and best practices to drive system innovation
Support vendor selection and evaluation for CRM tools and integrations
Qualification
Required
5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization
7+ years of experience in Sales Processes – workflow design, pipeline management, and process optimization
3+ years as a Business Analyst – requirement gathering, process documentation, stakeholder collaboration
Preferred
CRM certifications: Microsoft Dynamics 365 Functional Consultant, Salesforce Certified Consultant, or equivalent
Experience developing training materials and SOPs for CRM end-user adoption
Familiarity with Salesforce CRM in addition to Dynamics 365
Bachelor's degree in Business, Information Systems, or a related field
Company
InterSources Inc
Innovative IT Solutions Built for Your Business. InterSources Inc is your partner in Growth and CyberSecurity.
H1B Sponsorship
InterSources Inc 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 (4)
2024 (5)
2023 (16)
2022 (1)
2021 (7)
2020 (7)
Funding
Current Stage
Late StageLeadership Team
Recent News
2023-11-07
Company data provided by crunchbase