Crm Technical Consultant

Job Summary:

CRM Consultant

Key Responsibilities:

• Analyze business requirements and translate them into CRM system solutions.
  
• Design, configure, and customize CRM applications (e.g.,

  Salesforce, Microsoft Dynamics 365, HubSpot, Zoho CRM, or SAP CRM

  ).
• Collaborate with business and IT stakeholders to develop CRM workflows, automation, and integrations.
  
• Conduct

  gap analysis

  , recommend system enhancements, and support CRM roadmap development.
• Manage

  CRM implementation projects

  end-to-end from discovery and design through testing and deployment.
• Create

  reports, dashboards, and KPIs

  for sales, marketing, and customer service performance tracking.
• Ensure CRM data accuracy, integrity, and compliance with company and regulatory standards (e.g., GDPR).
  
• Train end-users and provide post-implementation support and documentation.
  
• Collaborate with cross-functional teams including

  marketing, sales, customer support, and IT

  .
• Stay up to date with CRM platform updates, new features, and best practices.
  

Required Qualifications:

• Bachelors degree in Information Technology, Computer Science, Business Administration, or related field.
  
• 37 years of experience implementing or managing CRM systems.
  
• Hands-on experience with at least one leading CRM platform:
  

• Salesforce CRM

  (Sales Cloud / Service Cloud / Marketing Cloud)

• Microsoft Dynamics 365 CRM

• HubSpot CRM

• Zoho CRM

• SAP CRM

• Strong understanding of

  sales, marketing, and customer service processes

  .
• Experience in

  workflow automation

  ,

  data migration

  , and

  system integration

  using APIs or middleware.
• Proficiency in

  CRM reporting and analytics tools

  .
• Excellent problem-solving, communication, and stakeholder management skills.
  

Preferred Qualifications (Nice to Have):

• CRM platform certifications (e.g.,

  Salesforce Certified Consultant

  ,

  Dynamics 365 Functional Consultant Associate

  ,

  HubSpot Solutions Partner

  ).
• Knowledge of

  SQL, Power BI, Tableau

  , or other data visualization tools.
• Experience with

  CRM plug-ins

  ,

  custom scripting

  , or

  low-code tools (Power Apps, Flow, etc.)

  .
• Exposure to

  marketing automation

  ,

  customer experience (CX)

  , or

  loyalty systems

  .
• Experience with

  Agile / Scrum delivery

  .