CRM Solution Designer — No‑Code & Client Delivery Lead

Keen360, Inc.; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Keen360, Inc. is seeking an experienced CRM Business Analyst who will work directly with clients to translate business needs into practical CRM solutions, with hands-on no-code configuration on Creatio.

You will lead discovery, document processes, develop Blueprint specifications, and stay involved through deployment, QA, training, and client handover. Strong CRM knowledge and client-facing skills are essential.

Qualifications

• Meaningful professional CRM experience across sales, marketing, and service.
• Translate business requirements into practical CRM designs.
• Direct interaction with end users and stakeholders.
• Hands-on configuration with no-code/low-code platforms.
• Willingness to obtain Creatio Creator Basic certification within 90 days.
• Strong client-facing communication and stakeholder management.

Responsibilities

• Lead discovery sessions and meetings with client stakeholders.
• Document processes, data needs, pain points, and outcomes.
• Translate requirements into practical CRM designs.
• Develop Blueprint specifications covering processes, data, UI, workflows, reporting.
• Maintain traceability from requirements to delivery and deployment.
• Support QA, deployment readiness, and client training.
• Coordinate with PMs and architects on priorities.

Skills

CRM domain knowledge

No-code / Creatio

Client-facing communication

Project coordination

Solution design

Tools

Creatio platform

Job description

Keen360, Inc. is seeking an experienced CRM Business Analyst who will work directly with clients to translate business needs into practical CRM solutions, with hands-on no-code configuration on Creatio.

You will lead discovery, document processes, develop Blueprint specifications, and stay involved through deployment, QA, training, and client handover. Strong CRM knowledge and client-facing skills are essential.