Solutions Metrix

• Lead the architecture and configuration of our CRM platform to match our internal sales, pre-sales, and delivery workflows. • Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate. • Design dashboards and reports giving leadership real-time visibility into revenue, pipeline health, and client engagement. • Document current internal processes and identify friction points where CRM can reduce manual work or improve data quality. • Automate repetitive tasks to free up consultant and sales time. • Conduct needs analysis sessions with each internal team to surface requirements and prioritize roadmap items. • Act as the primary point of contact for CRM-related questions, issues, and enhancement requests. • Develop role-specific training materials and deliver onboarding workshops for all internal users. • Define and enforce data entry standards, naming conventions, and hygiene processes.

• Architect and implement Creatio CRM solutions tailored to complex client business requirements • Lead system integrations between Creatio and client enterprise systems - ensuring clean data flows, optimal workflows, and strong user experience • Work directly with client IT departments to ensure on-time, in-scope, in-budget delivery • Translate complex technical concepts into clear language for non-technical stakeholders - bridging the gap between IT and business • Coach and mentor junior consultants on Creatio best practices and implementation standards • Contribute to SM's internal knowledge base and participate in the broader Creatio community through blogs, webinars, or forums

• Lead Complex Projects: Leverage your deep understanding of the Creatio CRM platform and best practices to architect and implement award-winning CRM solutions. • Embrace New Challenges: Tackle intricate business use cases, drawing on your expertise to conquer complex technical hurdles. • Foster a Collaborative Environment: Lead your team by fostering a collaborative environment where knowledge sharing and mentoring are encouraged. • Bridge the Gap: Utilize your exceptional communication skills to bridge the gap between technical complexities and stakeholder needs. • Continuous Learning: We actively promote continuous learning and professional development.

• Serve as the first point of contact for customer support requests • Diagnose and troubleshoot Dynamics 365 (CRM) issues • Provide functional guidance, including no code configuration and business process adjustments • Escalate complex technical issues to internal teams or partners while maintaining ownership of follow up and customer communication • Advise customers on best practices and improvements

• Manage project execution, ensuring strict adherence to budget, schedule, and scope. • Collaborate with project personnel to identify and resolve issues promptly and efficiently. • Monitor and track project milestones and deliverables to ensure they meet quality standards. • Identify the need for initial or supplemental project resources and make effective allocations. • Develop and update project plans for information technology projects, including objectives, technologies, systems, schedules, funding, and staffing. • Perform risk assessments to develop strategies for managing and mitigating project risks. • Prepare comprehensive project status reports by collecting, analyzing, and summarizing information and trends. • Establish and execute a project communication plan to keep all stakeholders informed and engaged. • Monitor the performance of project team members, providing feedback and maintaining performance documentation. • Negotiate with project stakeholders or suppliers to obtain necessary resources or materials. • Oversee the success of the project portfolio by putting in place the required governance and reporting processes. • Produce bi-weekly invoicing report for finance to invoice the correct amount to customers. • Manage escalations, assist project teams in critical situations or when projects are off track, and effectively engage in difficult conversations with customers. • Ensure when a new contract gets signed, the transition to the delivery team gets executed promptly and according to the established process. • Coach the delivery team on current processes and project management best practices.