Skills

Leadership Salesforce Dynamics Sales Customer Service CRM Training Organization Marketing

Job Specifications

This position is open because we’re beginning a CRM reimplementation project and need dedicated support to ensure its success. The CRM Consultant will serve as a business analyst to gather requirements, document processes, and work closely with the technical team. This role is essential to help the agency enhance customer relationships, optimize business processes, and ensure the new CRM system is effectively designed, implemented, and adopted across the organization.

Work Location: Role is hybrid (3 days onsite per week)

Candidate location: The Candidate MUST be a SC resident. No relocation allowed.

Key Responsibilities:

• Evaluate business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for improvement.

• Design, configure, and implement CRM systems that align with the organization’s goals and operational structure.

• Develop and document Standard Operating Procedures (SOPs) and training materials to ensure staff adoption and consistent CRM usage.

• Create and execute CRM strategies that improve customer relationships, data management, and business productivity.

• Collaborate closely with sales, marketing, and customer service teams to ensure CRM tools support their activities and objectives.

• Monitor and analyze CRM system performance, providing recommendations and adjustments to optimize effectiveness.

• Prepare reports and insights for leadership and key stakeholders on CRM performance, user adoption, and ROI.

• Stay up to date on CRM technology trends and emerging tools to recommend improvements and innovations.

• Assist with CRM vendor selection, evaluation, and implementation processes when introducing new platforms or upgrades.

Required Skills

5+ years of experience with Microsoft Dynamics 365 CRM – configuration, implementation, and optimization

7+ years of experience with Sales Processes – workflows, pipeline management, and process optimization

3+ years of experience as a Business Analyst – gathering requirements, documenting processes, working with cross-functional teams

Preferred Skills

CRM certifications (e.g., Salesforce Certified Consultant, Microsoft Dynamics 365 Functional Consultant)

Experience in developing training materials and SOPs for CRM adoption

Experience with Salesforce CRM

Bachelors Degree

About the Company

VASG Inc has a strong reputation as a business and information technology consulting company. We assist enterprises, organizations and government agencies maximize their corporate information in their database using best in breed, best in class Business Intelligence software solutions.. Our values are integrity, leading change, excellence, and respect for the individual, learning and sharing. Our success is based on our ability to be flexible while adhering to a strict project management methodology. Large and small... Know more