- Define a project roadmap for your clients' initiatives
- Consult on solution best practices and serve as a subject matter expert
- Consult on change management best practices and assist the customer in implementing a change management plan
- Participate in the pre-sales process as needed for RFPs and SOWs
- Serve as the escalation point for the Project Manager on client communication and changes to scope
- Leading business process discovery workshops
- Taking complex client and solution concepts and articulating them to audiences of varying perception levels
- Planning, managing, and performing application build, test, and deploy activities
- Identifying and monitoring interdependencies between various program or project work streams
- Creating project deliverables and standards (e.g., including process standards)
- Planning and establishing after go-live activities including ongoing support
Job Description
- Experienced candidates must have 7+ years of experience working for a consulting firm or a professional services division of a software company in a business analyst / consulting role
- Experienced candidates must have 6+ years of hands-on experience working on the CRM platform or will be considered for depth on other CRM software packages (Microsoft CRM, SAP CRM, I SalesLogix, Oracle On-Demand, Oracle Sales Cloud, Oracle Service Cloud, SugarCRM or similar.)
- Candidate should have direct experience working on CRM projects for middle market companies
- This is not a remote position. You are able to travel as needed to meet clients or lead projects on site, and also work face-to-face with colleagues at our office to promote our culture and mentor junior colleagues
- Excellent organizational, verbal, presentation/facilitation and written communication skills
- Ability to work well with people including project stakeholders and project team members
- Proactive desire to continue to broaden and deepen business and consulting skills
- Ability to work both independently and within a team environment backed up by strong communication skills