CRM consultant

Lakhos; Montreal; On-site; CAD 100,000 - 125,000; Full time

Job summary

An innovative digital firm is seeking a dynamic CRM Business Analyst to join their team. In this role, you will be the key liaison between clients and the company, ensuring the successful implementation of CRM projects while leveraging your expertise in digital technology. You will engage with customers, conduct strategic workshops, and develop training materials to facilitate software adoption. This position offers a unique opportunity to work in a fast-paced environment, where your problem-solving skills and project management abilities will shine. If you are passionate about technology and enjoy working with clients, this role could be the perfect fit for you.

Qualifications

• 1+ year of experience in sales or marketing operations.
• Experience with HubSpot CRM and other cloud-based tools is a plus.

Responsibilities

• Serve as the main point of contact for customers and ensure project success.
• Develop training materials and educate customers for software adoption.
• Research and resolve issues with RevOps consultants.

Skills

CRM Business Analysis

Project Management

Communication Skills

Problem-Solving

Time Management

Customer Engagement

Attention to Detail

Sales Operations

Digital Technology Understanding

Education

Bachelor's Degree in Business or related field

Tools

HubSpot CRM

Salesforce

Dynamics CRM

Zoho CRM

Zapier

Job description

Under the supervision of the solution architect, the CRM business analyst will be responsible for participating in identifying needs, defining the best implementation strategy, developing the solution design, configuring the solution according to best practices and overseeing integrations or custom development.

You will advise your customers in their understanding of the added value of digital technology and CRM infrastructure in the context of various CRM projects, within a dynamic digital firm.

Responsibilities:

• Work directly with customers, serve as the main point of contact and ensure the success of the project.
• Contribute to the implementation of projects for several clients, by engaging clients in regular strategic workshops to ensure that project steps are respected.
• Maintain well-documented requirements collected from customers and participate in regular updates.
• Ensure various models that support the understanding of needs (mapping business processes, mapping ecosystems and data exchanges, etc.).
• Research and resolve issues with RevOps consultants and develop solutions based on the HubSpot CRM solution and other connected third-party tools to meet customer needs.
• Develop training materials/guides for customers and educate customers to ensure software adoption.
• Be comfortable with project management.
• Fast learning, self-motivation, ingenuity, and the ability to solve problems from a global perspective.
• Excellent written and oral communication skills.
• Strong project and account management skills.
• Impeccable sense of organization and attention to detail.
• Ability to respond calmly to the unexpected, to prioritize, to be discerning, and to pivot when necessary under pressure in a constantly changing environment.
• Excellent time management skills and a proven ability to meet deadlines.
• Strong work ethic and positive attitude.
• Ability to work independently, but also to collaborate with other team members.
• Experience in an agency or in a front-line role dealing with customers is a big plus.

Requirements:

• Minimum 1 year of experience in sales or marketing operations.
• Experience with HubSpot CRM is a plus.
• Experience with other third-party cloud-based tools like Salesforce, Dynamics CRM, Zoho CRM, Zapier, etc.
• Ability to map business processes using the BPMN method.
• Ability to produce an entity-relationship diagram (ERD).
• Proven ability to work with internal teams on projects.
• Strong ability to research system requirements and determine the steps required for proper configuration.
• First-line experience with customers is a plus.
• Great attention to quality and detail.
• Experience in automating workflows with an iPaaS (ex: Zapier).
• You feel comfortable managing multiple tasks, projects, and customers at the same time.