Anchor QEA

Customer Success Manager

• Serve as Anchor QEA’s administrator and internal expert for Unanet CRM
• Manage system configuration, fields, forms, workflows, permissions, security roles, notifications, business rules, upgrades, and user access
• Establish and maintain CRM governance standards and documentation
• Liaise with Unanet customer success, support, product, and technical teams
• Monitor system performance, usage, support requests, and product releases
• Develop dashboards and reports covering pipeline, sales activity, opportunity stages, win rates, forecasts, and pursuit outcomes
• Partner with market-sector and financial leaders to improve forecasting and reporting consistency
• Identify pipeline gaps, stalled opportunities, aging records, incomplete data, concentration risks, and areas requiring seller attention
• Support executive and operational reporting through Unanet, Power BI, Excel, and related tools
• Design automations and advance integrations with ERP, financial planning, Power BI, Microsoft Power Platform, SharePoint, Outlook, marketing automation, and other systems
• Improve connections among opportunities, awarded work, project setup, financial forecasts, resource planning, and backlog
• Lead data audits, validation, deduplication, enrichment, archival, record management, migrations, and onboarding of acquired teams or firms
• Partner with business development, Client Experience, Finance, and seller-doers to align CRM capabilities with growth priorities
• Develop tools and processes that reduce administrative work and support relationship-building and winning work
• Connect conferences, thought leadership, campaigns, and client outreach to opportunities and pipeline
• Improve visibility into client interactions, relationship coverage, sales calls, next actions, and opportunity progression
• Develop role-based CRM onboarding, training, user guides, videos, process documentation, office hours, and best-practice resources
• Provide day-to-day user support and address recurring issues
• Gather user feedback and use adoption and data-completion metrics to target support
• Maintain a prioritized CRM roadmap aligned with the business plan, financial-planning needs, and technology strategy
• Lead CRM improvement projects from requirements gathering through configuration, testing, deployment, training, and evaluation

Unanet CRM Administrator

Designer

• Perform CAD design and develop deliverables for civil, environmental, and structural engineering projects
• Work directly with engineers, scientists, planners, and landscape architects
• Prepare construction plan drawings and report figures
• Perform civil design including detailed grading, earthwork volumes, and pipeline layouts
• Support mentoring and training of other team members and new staff
• Monitor quality control on assigned tasks
• Participate in client-needs analyses
• Independently carry out complex or novel assignments requiring development of new or improved techniques and procedures

Unanet CRM Administrator

Senior Civil CAD Designer