Senior CRM Consultant for AEC: Strategy & Delivery

Unanet; United States; Remote; USD 89,000 - 116,000; Full time

Benefits offered by this job

Employee equity

Discretionary bonus

Benefits

Job summary

Unanet is seeking a Senior Consultant to lead CRM implementations and advisory engagements for Architecture, Engineering, and Construction (AEC) organizations. This is a business-led consulting role—not a configuration-only position.

You will guide discovery and solution decisions, lead delivery across project workstreams, and help clients adopt Unanet CRM. You will balance strategic perspective with hands‑on implementation leadership while managing multiple engagements and collaborating with

Qualifications

• 5+ years of experience in business consulting or related field.
• Experience leading CRM or enterprise software implementations.
• Strong business-process analysis and requirements definition.
• Ability to lead executive and cross-functional workshops.
• Willingness to travel up to 25% annually.

Responsibilities

• Lead CRM implementations and related integrated solutions within scope, schedule, budget, and quality expectations.
• Build trusted relationships with executive sponsors and stakeholders across business development, marketing, project delivery, operations, finance, and IT.
• Facilitate outcome-focused discovery and workshops to understand client goals, current practices, requirements, roles, data, measures, and adoption needs.
• Assess current-state CRM and business-development processes and guide clients toward a practical future state that reflects AEC industry practices.
• Translate business needs into clear requirements, solution options, configuration decisions, dependencies, risks, and delivery plans.
• Guide CRM solution design and configuration—including workflows, data structures, reporting, dashboards, and integrations—alongside technical specialists and solution architects.
• Coordinate data migration and integration work with client stakeholders and Unanet specialists so teams can use data from multiple sources in the solution.
• Lead project planning, status communications, meeting facilitation, documentation, follow-up, and stakeholder alignment; manage scope, risks, priorities, and deadlines across concurrent engagements.
• Demonstrate Unanet CRM capabilities and plan and deliver role-appropriate end-user training and enablement, remotely or onsite.
• Support organizational readiness, adoption, and value realization; identify and address delivery concerns and customer escalations.
• Partner with project managers, consultants, technical teams, customer success, sales, and product to deliver a coherent customer experience.
• Meet Professional Services performance expectations, which may include customer satisfaction, time-to-value, budgeted delivered hours, realization, and utilization.
• Share client insights and delivery feedback to strengthen Unanet’s methodology, playbooks, and delivery standards.

Skills

CRM implementations

Enterprise software

Stakeholder management

Workshop facilitation

Project leadership

Education

Bachelor’s degree or equivalent

Tools

Unanet CRM

CRM integrations

Data migration

Reporting & analytics

Job description

Unanet is seeking a Senior Consultant to lead CRM implementations and advisory engagements for Architecture, Engineering, and Construction (AEC) organizations. This is a business-led consulting role—not a configuration-only position.

You will guide discovery and solution decisions, lead delivery across project workstreams, and help clients adopt Unanet CRM. You will balance strategic perspective with hands‑on implementation leadership while managing multiple engagements and collaborating with