Unanet CRM Architect & BI Leader

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

Benefits offered by this job

Health insurance

401(k) with employer match

Paid holidays

Vacation accrual

Sick time

Job summary

Anchor QEA is seeking an experienced Unanet CRM Administrator to own the system and data strategy across Market Sectors, Client Experience, Finance, Operations, and IT. You will lead governance, dashboards, integrations, and automation to transform CRM data into trusted business intelligence.

The role requires 8–10 years in CRM roles, strong Unanet expertise, and experience in AEC or professional services. A managerial impact with Power BI and ERP integrations is expected.

Qualifications

• 8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field.

Responsibilities

• Serve as Anchor QEA's administrator and internal expert for Unanet CRM.
• Manage system configuration, fields, forms, workflows, permissions, security roles, notifications, business rules, upgrades, and user access.
• Establish and maintain CRM governance standards, including required fields, naming conventions, opportunity stages, and record ownership.
• Maintain system documentation, configuration records, data dictionaries, and administrative procedures.
• Serve as the primary liaison with Unanet customer success, support, product, and technical teams.
• Monitor system performance, usage, support requests, and product releases to identify risks and improvement opportunities.
• Develop dashboards and reports for pipeline, weighted pipeline, sales activity, opportunity stages, win rates, forecasts, and pursuit outcomes.
• Partner with market-sector and financial leaders to improve pipeline forecasting and reporting consistency.
• Identify pipeline gaps, stalled opportunities, aging records, incomplete data, concentration risks, and areas requiring seller attention.
• Support executive and operational reporting through Unanet, Power BI, Excel, and related tools.
• Design automations that reduce duplicate entry, improve consistency, and lessen administrative burden on seller-doers.
• Advance Unanet CRM integration with ERP, financial planning, Power BI, Microsoft Power Platform, SharePoint, Outlook, marketing automation, and other business systems.
• Improve connections among opportunities, awarded work, project setup, financial forecasts, resource planning, and backlog.
• Evaluate and present opportunities to automate marketing-content workflows.
• Lead recurring audits, validation routines, deduplication, data enrichment, archival, and record-management activities.
• Support CRM data migrations and the onboarding of newly acquired teams or firms.
• Partner with the Director of Market Sectors, market-sector leads, Client Experience, Finance, and seller-doers to align CRM capabilities with Anchor QEA's growth priorities.
• Develop tools and processes that allow seller-doers to spend less time on administration and more time building relationships and winning work.
• Connect conferences, thought leadership, campaigns, and client outreach to related opportunities, pipeline, and sales.
• Improve visibility into client interactions, relationship coverage, sales calls, next actions, and opportunity progression.
• Develop role-based CRM onboarding and training for executives, market-sector leaders, client coordinators, opportunity leads, seller-doers, and support teams.
• Create practical user guides, videos, process documentation, office hours, and best-practice resources.
• Provide day-to-day user support and address recurring issues through improved configuration, automation, documentation, or training.
• Gather user feedback and use adoption and data-completion metrics to target additional support.
• Maintain a prioritized CRM roadmap aligned with Anchor QEA's business plan, financial-planning needs, and technology strategy.
• Lead CRM improvement projects from requirements gathering and configuration through testing, deployment, training, and evaluation.

Skills

CRM administration

CRM analysis

Sales operations

Marketing systems

Business intelligence

Education

Bachelor’s degree in business/information systems/data analytics/marketing/finance

Tools

Power BI

Power Query

Power Automate

Power Apps

SharePoint

APIs

SQL

Data warehouses

Job description

Anchor QEA is seeking an experienced Unanet CRM Administrator to own the system and data strategy across Market Sectors, Client Experience, Finance, Operations, and IT. You will lead governance, dashboards, integrations, and automation to transform CRM data into trusted business intelligence.

The role requires 8–10 years in CRM roles, strong Unanet expertise, and experience in AEC or professional services. A managerial impact with Power BI and ERP integrations is expected.