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Sr. CRM Consultant (Up to 60% Travel)

Confidential Dallas, TX

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Senior Technical CRM Consultant with prior consulting experience to join our growing Customer Experience Practice in our Dallas office. You will participate in business process due diligence, gathering requirements, designing solutions, creation and documentation of end user requirements of new and/or existing customer application implementation projects and implementing configurations. You will create, document and test system interface specifications and client business processes. In this role, you will be creating and maintaining system-related documentation, such as business requirements, user guides, process flows, configuration worksheets, project binders, status reports, etc. with all pertinent project information.
Responsibilities:

  • Meet with clients to determine technical requirements
  • Assist in re-engineering business and system processes around Sales & Marketing, Customer Service, Customer Self-Service, and Partner Channel Management
  • Perform configuration and customization of the Salesforce.com platform, including templates specific to Private Equity, Wealth Management, Investment Banking, and Banking/Credit Unions
  • Participate in and/or lead efforts to develop and execute testing, training and documentation
  • Facilitate effective change management programs within the client organization including creating and administering communication plans to promote end-user adoption
  • Act as a user advocate to ensure overall system usability and adoption
  • Produce tangible deliverables (requirements specifications, design deliverables, status reports, project plans)

Qualifications:

  • 3+ years of hands-on experience working on the Salesforce.com platform or will be considered for depth on other CRM software packages (Microsoft CRM, SAP CRM, Saleslogix, Oracle On-Demand, or similar)
  • Excellent organizational, verbal, presentation/facilitation and written communication skills
  • Ability to work well with people including project stakeholders and project team members
  • Proactive desire to continue to broaden and deepen business and consulting skills
  • Ability to work both independently and within a team environment
  • Candidates must be eligible to work in the Unites States without limitation
  • A commitment to inclusion and diversity, and openness to new ideas and perspectives
  • Ability to travel up 70% nationally

Confidential

Address

Dallas, TX
USA

Industry

Business

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