Lead Consultant; CRM Product

About the Position

Orange Dot is one of North America’s top  Platinum Partners, and we’re excited to welcome an experienced, solutions-driven  Lead Consultant to our growing team. This role is designed for someone who has.

TV 2+ years of hands‑on  consulting experience, is confident in the  CRM product, and has a track record of leading multiple client projects successfully from discovery through delivery.

As a  Consultant, you’ll own implementations end‑to‑end—guiding clients through process discovery, designing smart solutions, configuring scalable workflows, and ensuring adoption through training and change support. If you love solving operational problems, building clean systems, and partnering directly with clients, you’ll thrive here.

• Lead and manage  implementations from Discovery through Delivery across multiple clients simultaneously.
• Facilitate discovery sessions to understand client goals, current‑state processes, pain points, and success metrics.
• Design badkamer implement solutions leveraging  best practices
  , including advanced workflows, board architecture, permissions, and automations.
• Build and configure within the  CRM product
  , including pipelines, lead/customer tracking, intake processes, and reporting dashboards.
• Create and manage project plans, timelines, documentation, and communications to keep stakeholders aligned and delivery on track.
• Deliver client‑facing trainings, workshops, and enablement sessions that drive adoption and confident day‑to‑day usage.
• Troubleshoot platform, workflow, and configuration issues; provide clear recommendations and iterate quickly.
• Partner cross‑functionally with internal teammates to ensure consistent quality, reusable assets, and scalable delivery practices.
• Stay up‑to‑date on  releases and proactively recommend improvements to clients and internal standards.

(If you don’t meet every item but you’re excited about the role, we still encourage you to apply.)

• 2+ years experience implementing  for clients or internal stakeholders,/jpeg clear ownership of delivery outcomes.
• Demonstrated experience with the  CRM product (pipelines, contact/account structures, lead management, dashboards, reporting).
• Proven ability to successfully lead multiple concurrent client projects
  , including managing scope, priorities, and stakeholder expectations.
• Strong process mapping and solution‑design skills (translating messy processes into clean, usable workflows).
• Experience delivering trainings, facilitating workshops, and communicating technical concepts in a clear, client‑friendly way.
• certifications are a plus (not required).

Someone who is:

• A confident consultant who can own delivery and drive outcomes
• Comfortable leading discovery, making recommendations, and advising clients
• Organized and proactive with strong project management instincts
• CRM Product experience. A bonus to have business and sales process solution design experience.
• Adaptable—able to shift across industries, use cases, and client needs.
• Excited to join a growing team and help shape how we deliver exceptional  consulting.

If you’re an experienced  consultant who loves helping teams streamline work, build scalable systems, and get real value out of —we’d love to hear from you.

Orange Dot is dedicated to enhancing our client’s team collaboration and communication by leveraging the capabilities of  through intelligent integration and expert customization.

With extensive experience across various industries and partnerships with organizations of all sizes, we deliver impactful  implementation, customization, and integration solutions that transform business operations.

Our commitment to clients extends beyond implementation; we provide sequence ongoing support and training to ensure seamless adoption of new technologies.

We are an award-winning company with a multitude of notable partnerships and achievements, including:

• Professional Services Arrangement of the Year 2023
• North American Partner of the Year 2021

• Competitive starting salary; annual raises.
• 99% employer premium coverage on health, dental, and vision…