CRM Consultant

KnowIt Training; Dallas (TX); Hybrid; USD 65,000 - 197,000; Full time

Job summary

Join KnowIt Training as a CRM Consultant to assess and recommend CRM solutions tailored to client needs. This contract position allows for remote work with occasional on-site visits, offering an engaging role focused on stakeholder collaboration and project management.

Qualifications

• CRM agnostic with ability to assess and recommend CRMs.
• Experience gathering requirements and understanding CRM usage.

Responsibilities

• Initiate project with stakeholders via email/virtual meetings.
• Gather feedback and establish a project timeline.
• Schedule discovery meetings.

Skills

Communication

Presentation Skills

Tools

Touchpoint CRM

Job description

Join to apply for the CRM Consultant role at KnowIt Training

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Join to apply for the CRM Consultant role at KnowIt Training

We’re looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible for the assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you’re interested, please apply today.

Responsibilities

• Initiate project with stakeholders via email/virtual meeting or formal Kickoff.
• Gather feedback and expectations.
• Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.).
• Explain project phases and expectations.
• Establish project’s points of contact on customer’s and CI side.
• Establishment of a project timeline based on the customer environment and availability.
• Schedule discovery meetings for the following discovery phases.
  
  

Qualifications

• CRM Agnostic, with the ability to objectively assess and recommend available CRMs
• Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
• Excellent communication and presentation skills
  
  

Preferred

• Experience with Touchpoint CRM

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  E-Learning Providers

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