The CRM Implementation Consultant will be responsible for ensuring the success of customer CRM implementations, customer engagement & helping with the strategy for the customer transformation.
Collaborate with customers, other consultants and core stakeholders to understand user requirements. Ensure that design and realisation of functional solutions are fit for purpose and delivered against stated business requirements, assess available technologies, recommend solution options according to the customer's activities and requirements.
Consultants may serve as team members or lead consultants and will be able to work independently on client site. Consultants will be working across multiple projects at the same time with the amount of work on each varying depending on the implementations.
UK & Europe-based travel whilst working at client locations.
An ideal candidate will be able to visit the office in Reading 3-4 time per week.
Work with the sales team in a pre-sales capacity.
Help customers to clearly define their requirements through needs analysis and business process reviews.
Document customer requirements and help to produce project plans which guide the customers through a successful implementation.
Define data migration strategies and help customers migrate their data into Workbooks.
Configure Workbooks to meet customer requirements.
Project management of smaller projects and implementations, ensuring that milestones are met, and customer expectations are achieved.
Work with the product management and the engineering teams to influence the product road-map based on customer feedback.
Deliver on-site and remote web-based training.
Skills & Capabilities
Detail oriented and self-starter with strong written and interpersonal skills
To be professional and conduct yourself with integrity at all times.
Build good working relationships with customers and other members of the team.
Good presentation skills both in person and virtually.
Previous experience with Salesforce is desirable but not expected.