[Remote] CRM Consultant (Creatio)
Note: The job is a remote job and is open to candidates in USA. Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. The CRM Consultant (Creatio) will implement enterprise-class CRM platforms, focusing on understanding client needs and delivering functional solutions to enhance user adoption and satisfaction. Responsibilities • Conducts analysis of client business processes and defines functional requirements. Map these objectives to Creatio’s capabilities and toolsets. Prepare appropriate documentation to communicate and validate designs with client stakeholders • Help clients validate and evaluate options and prioritize potential scope based on what your client values and needs most • Collaborate with team members to align on and validate project scope and the effort required to successfully implement that scope • Ensure all project documentation and artifact requirements are accessible and completed timely • Lead project execution from start to finish for your assigned project team • Manage project scope, plan, and budget effectively to maintain control, ensure results and manage risk • Documents all project requirements as needed (user stories, system element utilization, development efforts above and beyond standard system functionality, etc.) in department-approved formats, allowing for active customer participation in the project’s deliverables and setting clear expectations on those deliverables • Configure core system elements using out of the box tools for elements such as data model setup, reporting, analytics and workflow configuration. Note, this is not a "programmatic" or developer role, but the ability to use native application tools to build out a final solution is key. You will be hands-on during the implementation process • Lead and manage user acceptance testing cycles and conduct end user training sessions • Successfully anticipate, identify and resolve issues and concerns both internally and externally to proactively ensure customer satisfaction. Professionally and proactively handle problems and/or conflict to resolution and escalate internally where appropriate • Ensure client needs continue to be met throughout the customer’s lifecycle to include support requests, additional projects, etc. These needs may be ad hoc or through a structured care and maintenance program Skills • Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas • 5 or more years implementing CRM solutions and projects. 2+ years should be in a client facing role where you defined the functional solution to be implemented • Demonstratable experience with an enterprise class CRM solution such as those listed above • A strong understanding and demonstrable skill set with managing project scope, analysis & requirements definition, as well task definition within a project plan • Experience leading projects using waterfall or agile methodology are both equally relevant and desired • Experience in a consulting or professional services organization is required • Strong business expertise, keen understanding of CRM solutions for business needs, and an ability to align functional solutions to an organization's needs • Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product prototype demonstrations, etc • Ability to effectively prioritize and execute tasks • Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred, but other relevant experience will be considered • Certifications in any of these platforms is a strong plus and differentiator • Experience with Digital marketing solutions tied to CRM is also a strong plus Benefits • Health and Welfare (Medical, Dental, Vision) • Accident, Critical Illness, and Hospital Indemnity • Employee Assistance Program (EAP) • Life and AD&D Insurance • Short- and Long-Term Disability Insurance • Flexible Spending Accounts • Transportation and Parking Accounts • Health Savings Accounts (with company contribution) • Retirement Planning (401k with matching contribution) • Legal Benefits • Identity Theft Protection • Pet Insurance • Wellness Program Offerings • Paid Time Off, accrued per pay period based on years of service starting at 15 days annually. • 8 Paid Holidays per year, including 1 floating holiday. Company Overview • Net at Work is a Business Management Solution provider for the Chemical Industry. It was founded in 1996, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship • Net at Work has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job