[Hiring] Consultant, CRM @Unanet

Role Description

As a CRM Professional Services Consultant, you will lead client implementations by first understanding the business goals, needs, and measures of success behind each project. You will turn that understanding into a clear delivery plan, guide clients and Unanet teams through decisions and execution, and configure the solution to support the outcomes the client values. You will own scope, timelines, budget, communication, and adoption so clients realize value from their investment.

• Lead discovery with client stakeholders to understand business goals, workflows, priorities, and success measures
• Translate client needs into a practical project plan with clear scope, outcomes, milestones, roles, timelines, and budget
• Own implementation and integrated-solution delivery from kickoff through adoption; manage decisions, risks, dependencies, timelines, and budget to keep work on track
• Monitor Professional Services outcomes, including Time-to-Value, CSAT, Budgeted Delivered Hours, realization, and utilization, and take action when performance is off plan
• Align internal teams, including Data Migration and Data Integration resources and client stakeholders around priorities, responsibilities, and delivery commitments
• Partner with client stakeholders and data specialists to map, transform, and validate data from multiple sources so it supports the client's business processes in Unanet
• Recommend and configure the solution to meet client objectives, applying industry best practices, product knowledge, and business acumen
• Drive clear, timely collaboration and decision-making across internal and external project teams; confirm owners and follow through on commitments
• Build deep expertise in Unanet's CRM capabilities and explain how product features support the client's goals and workflows
• Demonstrate the product and design and deliver role-based end-user training that prepares client stakeholders to use the solution, remotely or onsite
• Identify and resolve complex client escalations promptly, communicating clearly and driving issues to resolution

Qualifications

• 3+ years of B2B software implementation experience
• Strong project management skills, including the ability to set expectations, drive decisions, and hold internal and external teams accountable to deadlines and milestones
• Exceptional organizational, documentation, and time-management skills
• Ability to understand strategic business goals and turn them into actionable implementation plans
• Ability to travel up to 25% annually

Requirements

• Prior experience in the Architecture, Engineering, or Construction industry
• Experience implementing Customer Relationship Management (CRM) solutions
• PMP or similar project-management certification
• Bachelor's degree

Benefits

• The salary range for this opportunity is $74,305 - $87,418 per year
• You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time
• You will further be eligible to participate in Unanet's employee benefits plans and programs

Company Description

Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.