CRM Implementation Lead

Unanet, Inc.; Indiana; On-site; USD 74,000 - 87,000; Full time

Benefits offered by this job

Employee equity

Discretionary bonus

Benefits package

Job summary

Unanet, Inc. is seeking a CRM Professional Services Consultant to guide client implementations from goals to adoption. You will own scope, timelines, budget, and communication, ensuring clients realize value from their Unanet investment.

You will lead discovery, translate needs into a concrete plan, and coordinate across Data Migration/Integration teams. The role requires travel and onboarding clients to leverage Unanet CRM features effectively.

Qualifications

• 3+ years of B2B software implementation experience.
• Strong project management skills with ability to set expectations, drive decisions, and hold teams accountable.
• Exceptional organizational, documentation, and time-management skills.

Responsibilities

• Lead discovery with client stakeholders to understand goals, workflows, and success measures.
• Translate client needs into a practical project plan with scope, milestones, and budget.
• Own implementation and delivery from kickoff through adoption, managing risks, timelines, and budget.

Skills

Project management

Time management

Documentation

Education

Bachelor's degree

PMP certification

Job description

Unanet, Inc. is seeking a CRM Professional Services Consultant to guide client implementations from goals to adoption. You will own scope, timelines, budget, and communication, ensuring clients realize value from their Unanet investment.

You will lead discovery, translate needs into a concrete plan, and coordinate across Data Migration/Integration teams. The role requires travel and onboarding clients to leverage Unanet CRM features effectively.