Enterprise Project Manager

7 days ago

Columbia, South Carolina, United States CornerStone Technology Talent Services Full time $80,000 - $120,000 per year

Overview:

The CRM Consultant will play a crucial role in helping the organization enhance customer relationships and optimize business processes through the effective use of CRM (Customer Relationship Management) software. This individual will assess business needs, design tailored CRM solutions, and ensure systems are implemented and adopted successfully to drive organizational goals.

Key Responsibilities:

  • Evaluate business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for improvement.
  • Design, configure, and implement CRM systems that align with the organization's goals and operational structure.
  • Develop and document Standard Operating Procedures (SOPs) and training materials to ensure staff adoption and consistent CRM usage.
  • Create and execute CRM strategies that improve customer relationships, data management, and business productivity.
  • Collaborate closely with sales, marketing, and customer service teams to ensure CRM tools support their activities and objectives.
  • Monitor and analyze CRM system performance, providing recommendations and adjustments to optimize effectiveness.
  • Prepare reports and insights for leadership and key stakeholders on CRM performance, user adoption, and ROI.
  • Stay up to date on CRM technology trends and emerging tools to recommend improvements and innovations.
  • Assist with CRM vendor selection, evaluation, and implementation processes when introducing new platforms or upgrades.

Required Skills

  • 5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization
  • 7+ years of experience with Sales Processes – workflows, pipeline management, and process optimization
  • 3+ years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams
  • Proven experience implementing and managing CRM platforms, ideally across multiple industries.
  • Strong understanding of sales, marketing, and customer service best practices.
  • Excellent communication and stakeholder management skills.
  • Strong analytical and problem-solving abilities.
  • Ability to translate business requirements into functional CRM solutions.

Preferred Skills

  • Bachelor's degree in Business, Information Systems, Marketing, or a related field.
  • CRM certifications (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant)
  • Experience developing training materials and SOPs for CRM adoption
  • Experience with Salesforce CRM

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