Consultant

About the company

Praxion Agentic CRM Solutions is a growing provider of customer relationship management services and technology, focused on helping organizations build stronger connections with their clients. The company combines CRM platforms, process optimization, and data-driven insights to improve sales, service, and marketing performance. Team members collaborate closely with clients to understand their operations and design practical, scalable solutions. Praxion values problem-solving, continuous learning, and a consultative approach that delivers measurable business outcomes for a diverse range of industries.

About the role

This is a full-time hybrid Consultant role based in Middleton, WI, with flexibility for some work from home. The Consultant will work directly with clients to understand business requirements, assess current CRM processes, and recommend improvements that align with organizational goals.

• Conducting discovery sessions
• Documenting workflows
• Configuring CRM solutions
• Supporting implementation activities such as testing, training, and change management
• Analyzing data to identify trends
• Preparing reports and presentations
• Collaborating with internal teams to refine service offerings
• Maintaining ongoing relationships with clients
• Providing post-implementation support
• Suggesting enhancements to ensure long-term success

Qualifications

• Ability to analyze business processes, gather requirements, and translate them into practical CRM solutions and recommendations
• Experience working with CRM platforms or similar business systems, including configuration, user support, and troubleshooting
• Strong communication and presentation skills, with the ability to explain technical or complex concepts in clear, accessible language
• Solid organizational and project coordination skills, including managing timelines, priorities, and multiple client engagements
• Comfort working in a hybrid environment, collaborating in person in Middleton, WI and remotely with clients and team members
• Demonstrated problem-solving skills, attention to detail, and a consultative mindset focused on client outcomes
• Bachelor’s degree in business, information systems, or a related field, or equivalent practical experience
• Experience in sales operations, customer service, or marketing functions is a plus; prior consulting experience is beneficial