About Praesto Consulting
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Full-time
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Job description
CRM Principal Consultant
Location: US (Remote) – San Diego Preferable
Type: Full-time
About Us
Praesto Consulting is a specialized consulting firm delivering high-impact data and insights solutions through our three practice areas: Customer Relationship Management, Business Intelligence & Analytics, and Enterprise Performance Management. We operate with a lean, high-performance model where exceptional in country talent drives superior client outcomes. Our consultants are leaders who combine technical expertise with business insight to deliver high-quality solutions for our clients.
We are the Global Creatio Partner of the Year; with an ever-growing portfolio of clients, we are looking for experts to help lead this growing business.
Role Overview
As a Principal Consultant specializing in CRM Solutions, you will serve as a project and technical leading client-facing consultant, supporting complex customer relationship management implementations and digital transformation initiatives. You will be responsible for solution design and implementation, client engagement, commercials and contributing to business development efforts. This role requires someone who can work effectively with client stakeholders while maintaining strong hands-on technical involvement in CRM implementations to guide to a successful implementation.
What You'll Do
- Lead, Design and implement CRM solutions on Creatio for enterprise clients, with exposure to BI/Analytics and EPM practice areas
- Support senior leadership as a trusted advisor to mid-level and senior stakeholders on CRM strategy and customer experience optimization
- Contribute to business development through technical expertise in CRM best practices and solution design
- Manage CRM workstreams and engagements while maintaining quality and delivery standards
- Collaborate with the rest of the team to drive excellence in CRM delivery and professional skills
- Contribute to the evolution of our CRM service offerings, methodologies, and technical capabilities
- Representation the company at industry events, conferences, and client presentations focused on CRM and customer experience topics
Skills Overview
- Extensive CRM solution delivery experience, from requirements through to deployment, ideally Creatio but will consider also Salesforce, ServiceNow, Oracle, Hubspot, Microsoft and other CRM software suppliers – appropriate cross training will be supplied if required.
- Prior experience in a CRM-focused consulting / professional services environment
- Experience with CRM data migration, integration, and basic analytics initiatives
- Demonstrated ability in client relationship management and interest in business development within CRM domain
- Awareness of AI/ML trends and their applications in CRM Sales, Service and Marketing.
Technical Skills
- Strong expertise in custom development on a major CRM platform (Creatio, Salesforce, ServiceNow, Oracle, Hubspot, Microsoft)
- Experience in CRM integrations using APIs, middleware, and .NET applications
- Proficiency with C# and .NET frameworks for CRM integrations and custom solutions
- Solid technical skills including SQL, Python, cloud platforms, and database architectures
- Familiarity with complementary BI/Analytics tools (Tableau, Power BI, Einstein Analytics) and EPM solutions
Qualifications
- Bachelor's degree in STEM field or business; Master's degree preferred
- Experience in leading and delivering complex CRM projects
- 5 years+ of consulting or industry experience in CRM solutions and customer experience optimization
Personal Attributes
As an experienced CRM professional with strong leadership and technical skills in CRM and C# / .NET development, strategic thinking, and proven ability to drive meaningful customer experience outcomes while helping build an exceptional CRM consulting practice, we want to hear from you!
Applicants must have the legal right to work in the United States. We are unable to sponsor work visas for this position.
Praesto is an equal opportunities employer and is committed to building an inclusive and diverse workforce
Frequently asked questions
Q: What skills or qualities help someone succeed as a CRM Consultant?
A: To succeed as a CRM Consultant, key technical skills include proficiency in CRM software platforms, data analysis and interpretation, and experience with integration and customization. Soft skills such as excellent communication, project management, and problem-solving abilities are also crucial, as they enable consultants to effectively collaborate with clients, identify business needs, and implement tailored solutions. By combining these technical and soft skills, CRM Consultants can deliver high-value services, build strong client relationships, and drive business growth, ultimately supporting their career advancement and professional success.
Q: What is the career path for a CRM Consultant?
A: A CRM Consultant's typical career progression involves starting as a Junior Consultant, implementing and configuring CRM systems for clients, and gradually advancing to Senior Consultant roles, where they lead projects, develop strategic solutions, and mentor junior team members. Key opportunities for skill development include learning industry-specific software, developing project management and leadership skills, and staying up-to-date with emerging technologies and best practices in CRM implementation and optimization. Long-term career prospects for CRM Consultants may include transitioning into leadership roles, such as Practice Lead or Director of Consulting, or exploring adjacent fields like sales enablement, marketing automation, or data analytics.