Consultant, CRM

🕒 October 30

🇺🇸 United States – Remote

💵 $74.3k - $87.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Unanet

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

🏗️ Construction

📦 Logistics

💰 Private Equity Round on 2022-12

Consulting • Construction • Logistics

Unanet is a provider of ERP and CRM solutions specifically designed for project-driven companies in sectors such as government contracting, architecture, engineering, and construction. Their comprehensive platform unifies projects, people, and financials and is intended to boost efficiency, drive growth, and enable smarter decision-making for their clients. Unanet focuses on delivering real-time insights, resource optimization, and maintaining compliance across industries, empowering teams to work smarter. Their platform is trusted by over 4000 institutions and aims to replace disparate systems with a connected, streamlined interface.

📋 Description

• Lead discovery with client stakeholders to understand business goals, workflows, priorities, and success measures • Translate client needs into practical project plans with scope, outcomes, milestones, roles, timelines, and budget • Own implementation and integrated-solution delivery from kickoff through adoption • Manage decisions, risks, dependencies, timelines, and budget • Monitor Professional Services outcomes, including Time-to-Value, CSAT, Budgeted Delivered Hours, realization, and utilization • Align internal teams, data migration and data integration resources, and client stakeholders • Map, transform, and validate data from multiple sources • Recommend and configure the Unanet CRM solution • Drive collaboration and decision-making across project teams • Build expertise in Unanet's CRM capabilities and explain product features • Demonstrate the product and deliver role-based end-user training remotely or onsite • Identify and resolve complex client escalations • Complete onboarding, training, tool setup, and client-call shadowing during the first 30 days • Begin owning a client project and reach a 25% realization target within the first 60 days • Take full ownership of new projects and reach a 65% realization target within the first 90 days

🎯 Requirements

• 3+ years of B2B software implementation experience • Strong project management skills, including the ability to set expectations, drive decisions, and hold internal and external teams accountable to deadlines and milestones • Exceptional organizational, documentation, and time-management skills • Ability to understand strategic business goals and turn them into actionable implementation plans • Ability to travel up to 25% annually • Prior experience in the Architecture, Engineering, or Construction industry (differentiator) • Experience implementing Customer Relationship Management (CRM) solutions (differentiator) • PMP or similar project-management certification (differentiator) • Bachelor's degree (differentiator)

🏖️ Benefits

• Employee equity • Discretionary bonus compensation • Eligibility to participate in Unanet's employee benefits plans and programs

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