Consultant, CRM

We're looking for Consultant to join our growing Professional Services Team supporting Unanet CRM! You will drive onboarding and training for our customers through the initial phases of the customer journey. This includes managing project timelines and budgets, aligning customer business requirements to product configuration, and ensuring our customers quickly realize the value of their investment.
What You'll Do

• Meet with clients to plan project objectives, verify scope, establish timelines, and ensure successful implementation
• Guide internal resources as they relate to assigned projects to maximize efficiency and value (e.g., data migration and integration resources)
• Achieve Professional Services targets (e.g., Time-to-Value, CSAT, Budgeted Delivered Hours, Realization, Utilization)
• Lead implementation and integrated solutions on-time and in budget
• Work with client stakeholders and our team of data specialists to translate client data from multiple sources into functional data in our solution
• Analyze client business needs to ensure the software meets their objectives, combining industry best practices, product knowledge, and business acumen
• Facilitate healthy and robust collaboration between internal and external project stakeholders
• Become an expert in the software and effectively communicate product features and functionality
• Demo products and plan, develop, and conduct end-user training to stakeholders remotely or onsite
• Resolve complex customer escalations as they arise

Your First 90 Days
In you first 30 Days , you will complete new hire orientation, review your onboarding plan with your manager, and begin building relationships with your teammates through 1:1s. You will set-up a demo account, begin understanding our internal tools, and attend all available training sessions and webinars. Finally, you will begin shadowing live customer calls.
In your first 60 days , you will continue to shadowing customer calls while taking ownership of your first project with the support of your designated mentor and team. You will continue to work through your defined onboarding plan and will reach your 30% realization target.
In your first 90 Days , you will take full ownership of new projects and will be proficient in Unanet's features. Equipped with what you've learned in onboarding, you will reach a 65% realization target.
About You

• 3+ years of B2B software implementation experience
• Strong project management skills, including the ability to hold internal and external teams accountable to deadlines and milestones
• Exceptional organizational, documentation, and time management skills
• Ability to take strategic concepts and turn them into actionable plans
• Ability to travel up to 10% on an annual basis

Your Differentiators

• Prior experience within the Architecture, Engineering or Construction industry preferred
• Experience implementing Customer Relationship Management (CRM) solutions preferred
• PMP or similar project management certification
• Bachelor's degree

Our Values

• We are a Team. Employees, customers, and partners working together.
• We are Customer-Focused. Customers are the heart of everything we do.
• We are Driven. Seeking exceptional outcomes.
• We Own our Success. Every employee has a stake in our company.
• We do the right thing and have fun in the process.

The salary range for this opportunity is $80,000 - $95,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits .
Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.