Remote opportunity at
UnanetConsultant, CRM
Unanet is hiring a remote, full-time Consultant, CRM to lead client software implementations and manage projects from kickoff through adoption. In this role, the professional services…
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About This Role
Unanet is hiring a remote, full-time Consultant, CRM to lead client software implementations and manage projects from kickoff through adoption. In this role, the professional services consultant will conduct discovery sessions with client stakeholders to analyze business goals, workflows, and success metrics. The selected candidate will translate those findings into practical delivery plans, manage project budgets and timelines, coordinate internal data migration and integration teams, and configure solutions according to…
Job Description
Unanet is hiring a remote, full-time Consultant, CRM to lead client software implementations and manage projects from kickoff through adoption. In this role, the professional services consultant will conduct discovery sessions with client stakeholders to analyze business goals, workflows, and success metrics. The selected candidate will translate those findings into practical delivery plans, manage project budgets and timelines, coordinate internal data migration and integration teams, and configure solutions according to industry best practices.
This position requires professionals who can map and validate data from multiple sources, provide product demonstrations, deliver role-based user training, and resolve complex client escalations. Over the initial 90 days, the onboarding progression transitions the consultant from shadowing calls and building demo accounts to taking full ownership of client projects and meeting specific realization targets.
Responsibilities
- Lead discovery sessions with client stakeholders to identify business goals, workflows, priorities, and success measures.
- Translate client needs into delivery plans covering scope, outcomes, milestones, roles, timelines, and budgets.
- Manage implementation and integrated-solution delivery from kickoff through adoption while controlling risks, dependencies, and budgets.
- Monitor professional services metrics including Time-to-Value, CSAT, budgeted delivered hours, realization, and utilization.
- Align internal data migration and integration resources with client stakeholders around delivery commitments.
- Partner with clients and data specialists to map, transform, and validate multi-source data.
- Configure software solutions to meet client objectives by applying product knowledge and industry best practices.
- Build expertise in Unanet CRM capabilities to explain feature alignment with client workflows.
- Demonstrate products and design role-based end-user training for remote or on-site delivery.
- Identify and resolve complex client escalations promptly to drive issues toward resolution.
Requirements
- Minimum of 3 years of B2B software implementation experience.
- Strong project management skills including setting expectations, driving decisions, and holding teams accountable to deadlines.
- Exceptional organizational, documentation, and time-management abilities.
- Capacity to translate strategic business goals into actionable implementation plans.
- Ability to travel up to 25% annually.
Qualifications
- Prior experience working in the Architecture, Engineering, or Construction industry.
- Previous experience implementing Customer Relationship Management solutions.
- PMP or a similar project-management certification.
- Bachelor's degree.
Core Skills
Benefits
- Employee equity eligibility.
- Discretionary bonus compensation subject to applicable plans.
- Eligibility to participate in employee benefits plans and programs.
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, the posting indicates that the role is remote, though the job requires the ability to travel up to 25% annually.
What is the salary for the Consultant, CRM role?
The salary range for this opportunity is $74,305 to $87,418 per year, with eligibility for employee equity and discretionary bonus compensation.
What experience is required for this job?
Candidates must have at least 3 years of B2B software implementation experience, strong project management skills, exceptional organizational and time-management abilities, and the capacity to turn strategic goals into implementation plans.
What employment type is this?
This is a full-time position.
Sample Interview Questions
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