CRM Functional Consultant

VDart Inc

Job Location:

Fort Worth, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: CRM Functional Consultant

Location: Dallas Fort Worth TX

Duration: Long Term Contract.

We are seeking a seasoned consultant to lead a comprehensive CRM Assessment & Consolidation initiative. This role requires a senior-level professional who can partner closely with executive stakeholders to evaluate current CRM usage across the organization guide strategic planning and help leadership align on a unified CRM strategy.

This position focuses solely on assessment planning and visioning. Any actual CRM consolidation or implementation work will occur in a separate phase. The ideal candidate will be CRM agnostic and skilled at evaluating multiple platforms objectively.

Key Responsibilities

Engage with senior business leaders to understand how various teams use multiple CRM platforms across the organization.
Conduct a thorough current-state assessment including processes data flows pain points redundancies and overlapping functionality across approximately five CRM systems.
Facilitate visioning and planning sessions with leadership to define future-state needs capabilities and business outcomes.
Develop and present consolidation options for reducing to a single CRM or a smaller number of platforms including risks benefits complexity and organizational impact.
Drive alignment with leadership on required business process changes and ensure clarity on dependencies and implications.
Produce an actionable roadmap covering priorities timeline resource requirements and change management considerations.
Deliver clear executive-ready findings and recommendations to support informed decision-making for future phases.

Required Skills & Experience

Demonstrated experience leading enterprise-level CRM assessments or consolidation planning efforts.
Strong facilitation and communication skills including experience working with executive and senior leadership teams.
Broad understanding of CRM capabilities across sales marketing service and customer engagement functions.
Ability to remain CRM agnostic objectively analyzing multiple platforms and advising based on business need rather than specific technology preference.
Proven ability to lead organizations through business process change stakeholder alignment and strategic planning.
Excellent communication and presentation skills especially for executive audiences.

Job Title: CRM Functional Consultant Location: Dallas Fort Worth TX Duration: Long Term Contract. We are seeking a seasoned consultant to lead a comprehensive CRM Assessment & Consolidation initiative. This role requires a senior-level professional who can partner closely with executive stakehol...

Job Title: CRM Functional Consultant

Location: Dallas Fort Worth TX

Duration: Long Term Contract.

Key Responsibilities

Engage with senior business leaders to understand how various teams use multiple CRM platforms across the organization.
Conduct a thorough current-state assessment including processes data flows pain points redundancies and overlapping functionality across approximately five CRM systems.
Facilitate visioning and planning sessions with leadership to define future-state needs capabilities and business outcomes.
Develop and present consolidation options for reducing to a single CRM or a smaller number of platforms including risks benefits complexity and organizational impact.
Drive alignment with leadership on required business process changes and ensure clarity on dependencies and implications.
Produce an actionable roadmap covering priorities timeline resource requirements and change management considerations.
Deliver clear executive-ready findings and recommendations to support informed decision-making for future phases.

Required Skills & Experience

Demonstrated experience leading enterprise-level CRM assessments or consolidation planning efforts.
Strong facilitation and communication skills including experience working with executive and senior leadership teams.
Broad understanding of CRM capabilities across sales marketing service and customer engagement functions.
Ability to remain CRM agnostic objectively analyzing multiple platforms and advising based on business need rather than specific technology preference.
Proven ability to lead organizations through business process change stakeholder alignment and strategic planning.
Excellent communication and presentation skills especially for executive audiences.