CRM Specialist

4 days ago


Dallas, Texas, United States Knowit Training Full time
CRM Consultant Job Description

We are seeking a skilled CRM Consultant to join our team at Knowit Training. This is a contract position that requires the assessment of our client's current CRM and recommendation of a new CRM that aligns with their business needs and objectives.

Key Responsibilities:
  • Initiate project with stakeholders via virtual meeting or formal Kickoff.
  • Gather feedback and expectations from stakeholders.
  • Establish a communication plan, methods, frequency, and format for project updates.
  • Explain project phases and expectations to stakeholders.
  • Establish project points of contact on customer's and Knowit Training's side.
  • Establish a project timeline based on the customer environment and availability.
  • Schedule discovery meetings for the following discovery phases.
Qualifications:
  • 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.


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