Consultant, CRM

Unanet, Inc.; Oregon; Hybrid; USD 74,000 - 87,000; Full time

Benefits offered by this job

Employee equity

Discretionary bonus

Benefits plans

Job summary

Unanet, Inc. seeks a CRM Professional Services Consultant to lead client implementations by understanding business goals, turning them into a practical delivery plan, and configuring Unanet to support outcomes the client values.

You will own scope, timelines, budget, communication, and adoption, guide internal and client teams, train end users remotely or on-site, and drive timely decisions while traveling up to 25% as needed.

Qualifications

• 3+ years of B2B software implementation experience.
• Strong project management skills with ability to set expectations and drive decisions.
• Excellent organizational, documentation, and time-management abilities.
• Ability to translate strategic business goals into actionable implementation plans.
• Travel up to 25% annually.

Responsibilities

• Lead discovery with client stakeholders to understand business goals and success measures.
• Translate client needs into a practical project plan with scope, milestones, roles, timelines, and budget.
• Own implementation and delivery from kickoff through adoption, managing decisions, risks, timelines, and budget.
• Align internal teams around priorities and delivery commitments.
• Map, transform, and validate data to support client processes in Unanet CRM.
• Configure the solution to meet objectives using best practices and product knowledge.
• Lead cross-functional collaboration and decision-making across project teams.
• Demonstrate Unanet capabilities and deliver role-based end-user training remotely or onsite.
• Identify and resolve client escalations promptly.

Skills

Project management

B2B software implementation

Time management

Documentation

Travel readiness

Education

Bachelor's degree

PMP or similar certification

Job 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.

What You’ll Do

• 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

Your First 90 Days

• In your first 30 days, you will complete new-hire orientation, review your onboarding plan, and build relationships with your teammates through one-on-ones. You will set up your demo account, learn the internal tools, attend available training sessions and webinars, and shadow client calls to understand how we lead goal-focused implementations.
• In your first 60 days, you will begin owning your first client project with support from your mentor and team. You will continue your onboarding plan, build confidence leading client conversations and project activities, and reach a 25% realization target.
• In your first 90 days, you will take full ownership of new projects, lead delivery around client business goals and needs, and demonstrate proficiency in Unanet's features. You will reach a 65% realization target.

About You

• 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

Your Differentiators

• 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

Our Values

• We are a Team. Employees, customers, and partners working together.
• We are Customer-Focused. Customers are the heart of everything we do.
• We are Driven. Seeking exceptional outcomes.
• We Own our Success. Every employee has a stake in our company.
• We do the right thing and have fun in the process.

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. For more details on Unanet's benefits offerings, please visit employee-benefits.

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.