Unanet CRM Architect & BI Leader

Anchor QEA; Seattle (WA); On-site; USD 124,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

Paid holidays

Vacation time

Sick time

401k with company match

Job summary

Anchor QEA is seeking a seasoned Unanet CRM Administrator to own and optimize our CRM across offices. You will govern data, configurations, and workflows while enabling data-driven decisions for business development.

The role partners with Market Sectors, Client Experience, Finance, and IT to deliver trusted BI, pipelines, and forecasts. Requires deep Unanet CRM experience in a professional services setting and a collaborative mindset.

Qualifications

• 8-10 years of CRM administration, analysis, sales operations, or related field.
• Hands-on Unanet CRM administration experience in enterprise or multi-office environments.
• Experience in AEC or professional services industry.

Responsibilities

• Serve as Unanet CRM administrator and internal expert.
• Manage configuration, fields, forms, workflows, permissions, security roles, and user access.
• Develop dashboards and reports for pipeline, forecasts, and pursuit outcomes.
• Design automations to reduce duplicate entry and improve data quality.
• Lead CRM governance and data enrichment initiatives.

Skills

CRM administration

Unanet CRM

Data governance

Power BI

Excel

SQL

Reporting

Stakeholder management

Project management

Bachelor’s degree

Education

Bachelor’s degree in business, information systems, data analytics, marketing, finance, or related field

Tools

Unanet CRM by Cosential

Power BI

SharePoint

Microsoft 365

APIs / SQL / data warehouses

Job description

Anchor QEA is seeking a seasoned Unanet CRM Administrator to own and optimize our CRM across offices. You will govern data, configurations, and workflows while enabling data-driven decisions for business development.

The role partners with Market Sectors, Client Experience, Finance, and IT to deliver trusted BI, pipelines, and forecasts. Requires deep Unanet CRM experience in a professional services setting and a collaborative mindset.