CRM Consultant

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. We’re looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position responsible for assessing the client’s current CRM and recommending a new system more aligned with their business needs and objectives. Work can be done remotely, although occasional on‑site visits will be required.

• 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.

• 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.

• Experience with Touchpoint CRM.

• Entry level

• Contract

• Consulting, Information Technology, and Sales

• E-Learning Providers