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CRM Consultant

Job in Dallas, Dallas County, Texas, 75215, USA

Listing for: Knowit Training

Full Time position
Listed on 2026-01-12

Job specializations:

Business
CRM System
IT/Tech
CRM System

Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR

We’re looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible forthe assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you’re interested, please apply today.

Responsibilities:

Initiate project with stakeholders via email/virtual meeting or formal Kickoff.
Gather feedback and expectations.
Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.).
Explain project phases and expectations.
Establish project’s points of contact on customer’s and CI side.
Establishment of a project timeline based on the customer environment and availability.
Schedule discovery meetings for the following discovery phases.

Qualifications:

CRM Agnostic, with the ability to objectively assess and recommend available CRMs
Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
Excellent communication and presentation skills

Preferred:

Experience with Touchpoint CRM

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