Senior CRM Consultant

This is a remote position.

Roles & Responsibilities

1. CRM Functional Architecture & System Health

• Solution Blueprinting: Translate complex business requirements into clear functional specifications, designing custom objects, fields, advanced validation rules, and page layouts tailored to diverse team personas.
  
• Database Governance & Hygiene: Establish and oversee data reconciliation frameworks to continuously audit duplicate records, resolve field mismatches, and maintain a rigorous "Single Source of Truth."
  
• Data Migration Management: Act as the strategic lead for data migration projects, defining the re-mapping of legacy database architectures and overseeing mass imports from legacy tools to ensure data continuity.
  

2. Ecosystem Automation & Tools Alignment

• Process Automation: Design and implement robust, declarative (no-code/low-code) workflows and process maps. Oversee business logic for standard iPaaS connections (such as Zapier, Make.com, or Workato) to ensure cross-platform data flow.
  
• Sales Engagement Strategy: Define contact-syncing rules, sequence architectures, and platform cadences within Sales Engagement Tools (Outreach, Salesloft) to optimize the handoff from Marketing to Sales.
  
• Account Planning Frameworks: Construct collaborative, repeatable key-account planning templates directly inside the CRM to facilitate cross-functional account expansion and retention.
  

3. CPQ Process Design

• CPQ Configuration & Guardrails: Own the functional design, logic, and guardrails for Configure, Price, Quote (CPQ) systems. Ensure complex pricing structures, tiered discounts, and multi-product bundles are accurately mapped so the sales team can generate compliant contracts rapidly and independently.
  

4. GTM Strategy & Marketing Operations Alignment

• Marketing Tech Integration: Manage the structural and operational alignment between Marketing Automation Platforms (HubSpot, Marketo) and the core CRM, ensuring lead scoring and lifecycle rules map perfectly to the sales pipeline.
  
• AdTech & Tracking Oversight: Partner with digital marketing teams to ensure tracking infrastructure (such as LinkedIn Campaign Manager, conversion pixels, and server-to-server tracking) correctly attributes revenue data within the CRM.
  
• Data Segmentation: Build and maintain advanced data segments aligned with our Ideal Customer Profile (ICP) to fuel automated pipeline plays and outbound initiatives.
  

5. Executive Insights, Analytics, & Performance Reporting

• Executive Dashboards: Build and maintain real-time, executive-level revenue dashboards tracking pipeline velocity, conversion rates, forecasting benchmarks, and net revenue retention (NRR).
  
• QBR Data Synthesis: Partner with revenue leadership to synthesize end-of-quarter performance data, turning raw CRM metrics into actionable insights regarding pipeline bottlenecks and win/loss trends for Quarterly Business Reviews.
  

6. Business Process Agility & Rapid Problem-Solving

• Adaptive Solutioning: Thrive in a fluid environment by quickly analyzing shifting business models and translating brand-new GTM strategies into clean, logical CRM architecture.
  
• Critical Root-Cause Analysis: Apply strong logical reasoning to diagnose and troubleshoot system edge-cases, data loops, or sync bottlenecks under tight, highly competitive timelines.
  
• Agile Change Management: Build with long-term scalability in mind, ensuring that system updates and process iterations are thoroughly executed without disrupting active sales cycles.
  

Requirements

Benefits