CRM Consultant (Creatio)

🇺🇸Remote - Remote (United States)From $110K/yr9h ago

Corporate Customer Success CRM Implementation Business Analysis Project Management Enterprise Solutions

Role Snapshot

CRM Consultant role focused on implementing Creatio enterprise-class CRM solutions for small and mid-size businesses. The position involves analyzing client business processes, defining functional requirements, and leading end-to-end implementation projects to drive user adoption and business value.

Key Responsibilities: Conduct business process analysis and map client objectives to Creatio capabilities; configure core system elements using native tools such as data models, reporting, workflows, and analytics. Lead project execution, manage scope and budget, facilitate user acceptance testing, and deliver end-user training to ensure successful solution deployment.

Skills & Tools: Expertise in implementing enterprise CRM platforms with strong understanding of sales, marketing, finance, operations, and customer service functions. Demonstrated ability to translate client needs into functional solutions using Creatio's out-of-box configuration tools, along with excellent project management, stakeholder communication, and hands-on implementation capabilities.

Qualifications: Extensive experience implementing enterprise-class CRM platforms with proven ability to understand client requirements and achieve successful user adoption. Strong project leadership background with experience managing scope, timelines, budgets, and cross-functional teams in solution delivery.

Location: Remote - Remote (United States)

Compensation: From $110K/yr

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Job Description

About Net at Work

Founded in 1996, Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. Our award-winning consultancy offers a rich portfolio of next-generation technology, industry expertise, implementation and managed services to help organizations derive value from the transformative benefits of technology.

Through the integration of ERP, HCM and/or CRM solutions, Net at Work offers unique, industry-specific solutions and operation platforms that enable companies to compete more effectively in today’s digital economy. For more information, visit www.netatwork.com.

About this Position

Key to success in this position is a high level of experience implementing enterprise-class CRM platforms and an understanding of the value that CRM provides to sales, marketing, finance, operations and customer service teams. In this role, we will work with you to build upon your experience and abilities and expand your areas of influence and capabilities using Creatio. The best candidates for this position “start with the end in mind” and have the ability to understand what is important to their clients , what their core needs are, and the best functional solutions and methods to exceed their requirements, goals and achieve 100% user adoption. A successful team member can understand the need, define the solution, and execute a program to make the solution a reality.

Job Responsibilities

Conducts analysis of client business processes and defines functional requirements. Map these objectives to Creatio’s capabilities and toolsets. Prepare appropriate documentation to communicate and validate designs with client stakeholders.
Help clients validate and evaluate options and prioritize potential scope based on what your client values and needs most.
Collaborate with team members to align on and validate project scope and the effort required to successfully implement that scope.
Ensure all project documentation and artifact requirements are accessible and completed timely.
Lead project execution from start to finish for your assigned project team.
Manage project scope, plan, and budget effectively to maintain control, ensure results and manage risk.
Documents all project requirements as needed (user stories, system element utilization, development efforts above and beyond standard system functionality, etc.) in department-approved formats, allowing for active customer participation in the project’s deliverables and setting clear expectations on those deliverables.
Configure core system elements using out of the box tools for elements such as data model setup, reporting, analytics and workflow configuration. Note, this is not a "programmatic" or developer role, but the ability to use native application tools to build out a final solution is key. You will be hands-on during the implementation process.
Lead and manage user acceptance testing cycles and conduct end user training sessions.
Successfully anticipate, identify and resolve issues and concerns both internally and externally to proactively ensure customer satisfaction. Professionally and proactively handle problems and/or conflict to resolution and escalate internally where appropriate.
Ensure client needs continue to be met throughout the customer’s lifecycle to include support requests, additional projects, etc. These needs may be ad hoc or through a structured care and maintenance program.

Job Requirements

Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas.
5 or more years implementing CRM solutions and projects. 2+ years should be in a client facing role where you defined the functional solution to be implemented.
Demonstratable experience with an enterprise class CRM solution such as those listed above. Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred, but other relevant experience will be considered.
Certifications in any of these platforms is a strong plus and differentiator.
Experience with Digital marketing solutions tied to CRM is also a strong plus.
A strong understanding and demonstrable skill set with managing project scope, analysis & requirements definition, as well task definition within a project plan. Experience leading projects using waterfall or agile methodology are both equally relevant and desired.
Experience in a consulting or professional services organization is required.
Strong business expertise, keen understanding of CRM solutions for business needs, and an ability to align functional solutions to an organization’s needs.
Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product prototype demonstrations, etc.
Ability to effectively prioritize and execute tasks.

Customer Requirements

This job may require access to customer information, systems, and/or premises. As a result, this job may require customer approval for such access as an essential job function.

Core Competencies

Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.

Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
Collaborative Integrator –Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation and Benefits

Base salary range: $110,000.

This position is also eligible for a bonus in accordance with the terms of the Company's plan.

Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws. 

We provide competitive, affordable, and diverse benefit programs that support your total health – from healthy body to healthy mind. These benefits support you and your family in all aspects of life:

Health and Welfare (Medical, Dental, Vision)
Accident, Critical Illness, and Hospital Indemnity
Employee Assistance Program (EAP)
Life and AD&D Insurance
Short- and Long-Term Disability Insurance
Flexible Spending Accounts
Transportation and Parking Accounts
Health Savings Accounts (with company contribution)
Retirement Planning (401k with matching contribution)
Legal Benefits
Identity Theft Protection
Pet Insurance
Wellness Program Offerings
Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.
8 Paid Holidays per year, including 1 floating holiday.

The compensation and benefits information is accurate of the date of this posting and subject to plan eligibility. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.

The Company expects to accept applications for this position until July 31, 2026 but encourages interested applicants to apply as soon as possible. We will review this information and one of our Talent Acquisition professionals will reach out if your background aligns to the positions.

EOE/Diversity & Inclusion Statement

Net at Work is dedicated to unleashing the power and potential of our employees and teams by creating a vibrant and inclusive workplace where each employee can be their best. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We embrace and encourage equitable treatment of our employees and strive to create a work environment free of discrimination at all organizational levels and in all forms. Net at Work recognizes the rights of all individuals to mutual respect and the acceptance of others without biases based on differences of any kind.

Net at Work is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members that is free of discrimination and harassment. All employment decisions at Net at Work are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, gender, gender identity or expression, sexual orientation, national origin, veteran or disability status, or any other status protected by the laws or regulations in the locations where we operate.