CRM Solutions Consultant

🕒 June 22

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The Access Group

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💼 Consulting

🏥 Healthcare

🏨 Hospitality

Consulting • Healthcare • Hospitality

The Access Group is a provider of cloud-based, industry-focused business management software and services. It offers modular SaaS solutions — including finance and accounting, HR and payroll, learning and compliance, CRM, ERP, payments and managed IT — tailored to sectors such as charities, education, construction, healthcare, hospitality, recruitment, warehousing and wholesale. The company serves other organisations with integrated, enterprise-grade tools, supported by professional services, customer success and global operations to help customers streamline operations and meet regulatory and sector-specific needs.

📋 Description

• Gather requirements and conduct discovery workshops with cross-functional teams • Deconstruct operational requests into structured user stories and clear business documentation • Maintain requirements traceability matrix • Conduct Fit-Gap analyses for business requirements • Analyze and design data schema • Solution and configure lead ingestion and data governance rules • Engineer Salesforce CPQ and Revenue Cloud mechanics • Solution automation processes into existing systems • Define QA strategy and execution plans • Oversee User Acceptance Testing cycles and coordinate with users

🎯 Requirements

• 7–10+ years in enterprise applications • 4+ years leading requirements gathering, solution design, and testing across HubSpot, Salesforce, CS, and Finance platforms • Deep expertise in HubSpot, Salesforce (Apex/LWC/Flows), CPQ, Certinia, NetSuite, Workato (or similar iPaaS), SOQL, and SQL • Mastery of Agile/Scrum delivery frameworks and project tracking tools like Jira, Confluence, or Azure DevOps • Complete understanding of the Lead-to-Cash (L2C) lifecycle, SaaS metrics (MRR, ARR, NRR), and accounting principles. • Hands-on technical exposure to Chargebee or QuickBooks and Certifications: Salesforce Certified Business Analyst, Salesforce CPQ Specialist, Certinia Professional and Regression Testing Tools like Selenium.

🏖️ Benefits

• We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. • We deliver on what we say, taking the development of our people seriously. • We’ll work with you to progress your success plan and provide opportunities to accelerate your career.