CRM Consultant (Creatio)

About the role

Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. Our award-winning consultancy offers a rich portfolio of next-generation technology, industry expertise, implementation and managed services to help organizations derive value from the transformative benefits of technology. Through the integration of ERP, HCM and/or CRM solutions, Net at Work offers unique, industry-specific solutions and operation platforms that enable companies to compete more effectively in today’s digital economy.

Job Responsibilities

• Conducts analysis of client business processes and defines functional requirements.
• Maps these objectives to Creatio’s capabilities and toolsets.
• Prepares appropriate documentation to communicate and validate designs with client stakeholders.
• Helps clients validate and evaluate options and prioritize potential scope based on what the client values and needs most.
• Collaborates with team members to align on and validate project scope and the effort required to successfully implement that scope.
• Ensures all project documentation and artifact requirements are accessible and completed timely.
• Led project execution from start to finish for your assigned project team.
• Manages project scope, plan, and budget effectively to maintain control, ensure results and manage risk.
• Documents all project requirements as needed (user stories, system element utilization, development efforts above and beyond standard system functionality, etc.) in department-approved formats, allowing for active customer participation in the project’s deliverables and setting clear expectations on those deliverables.
• Configures core system elements using out of the box tools for elements such as data model setup, reporting, analytics and workflow configuration.
• Note, this is not a "programmatic" or developer role, but the ability to use native application tools to build out a final solution is key. You will be hands-on during the implementation process.
• Leads and manages user acceptance testing cycles and conducts end user training sessions.
• Successfully anticipates, identifies and resolves issues and concerns both internally and externally to proactively ensure customer satisfaction.
• Professionally and proactively handles problems and/or conflict to resolution and escalates internally where appropriate.
• Ensures client needs continue to be met throughout the customer’s lifecycle to include support requests, additional projects, etc.

Job Requirements

• Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required.
• Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas.
• 5 or more years implementing CRM solutions and projects.
• 2+ years should be in a client facing role where you defined the functional solution to be implemented.
• Demonstratable experience with an enterprise class CRM solution such as those listed above.
• Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred, but other relevant experience will be considered.
• Certifications in any of these platforms is a strong plus and differentiator.
• Experience with Digital marketing solutions tied to CRM is also a strong plus.
• A strong understanding and demonstrable skill set with managing project scope, analysis & requirements definition, as well task definition within a project plan.
• Experience leading projects using waterfall or agile methodology are both equally relevant and desired.
• Experience in a consulting or professional services organization is required.
• Strong business expertise, keen understanding of CRM solutions for business needs, and an ability to align functional solutions to an organization’s needs.
• Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product prototype demonstrations, etc.
• Ability to effectively prioritize and execute tasks.

Core Competencies

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.
• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator – Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation and Benefits

• Base salary range: $110,000.
• This position is also eligible for a bonus in accordance with the terms of the Company's plan.
• Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary.
• Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.
• Benefits We provide competitive, affordable, and diverse benefit programs that support your total health – from healthy body to healthy mind. These benefits support you and your family in all aspects of life: Health and Welfare (Medical, Dental, Vision), Accident, Critical Illness, and Hospital Indemnity Employee Assistance Program (EAP), Life and AD&D Insurance, Short- and Long-Term Disability Insurance, Flexible Spending Accounts Transportation and Parking Accounts, Health Savings Accounts (with company contribution), Retirement Planning (401k with matching contribution), Legal Benefits Identity Theft Protection, Pet Insurance, Wellness Program Offerings, Paid Time Off, accrued per pay period based on years of service starting at 15 days annually. 8 Paid Holidays per year, including 1 floating holiday.