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Solutions Metrix

Drive tech innovation designed for your growth. Certified partner of Salesforce, Creatio, Microsoft and SugarCRM.

CRM Consultant

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 11-50Since 2001H1B No SponsorCompany SiteLinkedIn

Location

India

Posted

45 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

CRM Consultant

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.

Job Requirements

  • Bachelor’s degree in Information Systems, Engineering, Business, Technology, or a related discipline.
  • CRM certification (Creatio preferred; Salesforce, HubSpot, Microsoft Dynamics, or equivalent also considered).
  • Minimum 3+ years (ideally 5–7 years) of hands-on CRM administration, implementation, RevOps, or business systems experience.
  • Strong command of business process mapping and workflow automation.
  • CRM reporting, dashboard design, and analytics capabilities.
  • Data governance, data quality management, and CRM architecture knowledge.
  • Experience prioritizing enhancement roadmaps and managing an internal CRM backlog.
  • Working knowledge of CRM integrations, APIs, and adjacent business systems.
  • Proven ability to gather requirements from non-technical stakeholders and translate them into CRM configurations.
  • Experience owning a CRM product end-to-end — from discovery through adoption.

Benefits

  • Medical & dental insurance
  • Flexible working hours
  • Hybrid work model
  • Tuition reimbursement
  • Paid time off
  • Diverse & inclusive environment
  • Access to SM's full knowledge base

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