Unanet CRM Administrator

Anchor QEA

. Serve as Anchor QEA’s administrator and internal expert for Unanet CRM .

Posted 9/25/2026full-timeUnited StatesSeniorLead💰 $124,000 - $150,000 per yearWebsite

Tech Stack

Tools & technologies

ERPSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field
Significant hands-on experience administering Unanet CRM by Cosential in an enterprise or multi-office environment
Experience in the AEC consulting or a comparable project-based professional services industry
Strong knowledge of AEC business development processes, including client management, opportunity tracking, pursuit stages, proposals, hit rates, forecasting, and opportunity-to-project conversion
Experience configuring CRM fields, forms, workflows, permissions, business rules, reports, and dashboards
Demonstrated success improving CRM governance, data quality, adoption, and reporting
Experience developing dashboards with Power BI, Excel, native CRM tools, or comparable platforms
Experience integrating CRM with ERP, financial, project, personnel, marketing, or Microsoft 365 systems
Strong knowledge of data mapping, migration, validation, deduplication, and quality-control practices
Experience developing user documentation, role-based training, onboarding, and change-management programs
Strong analytical, project-management, troubleshooting, communication, and stakeholder-management skills
Ability to translate business needs into practical and scalable system solutions
Bachelor’s degree in business, information systems, data analytics, marketing, finance, or a related field, or an equivalent combination of education and relevant experience
Five or more years of direct Unanet CRM administration experience preferred
Experience supporting a national, multidisciplinary, or rapidly growing AEC firm preferred
Experience with Power BI, Power Query, Power Automate, Power Apps, SharePoint, APIs, SQL, data warehouses, or integration tools preferred
Experience connecting CRM data to financial forecasts, backlog, sales, project, and resource-planning information preferred
Experience supporting acquisitions, enterprise data conversions, or large-scale onboarding preferred
Familiarity with marketing automation, proposal systems, qualifications databases, and project-description or résumé libraries preferred
Unanet training, certification, advanced product knowledge, or active involvement in the Unanet user community preferred
Employment contingent upon satisfactory results of a comprehensive background check

Benefits

Comp & perks

Competitive compensation
Annual Bonus
Billable Time Bonus
Spot Bonus
Milestone Anniversary Bonus
Receiving Professional License/Certification Bonus
Peer-reviewed Publication Bonus
Employee Referral Bonus
Medical, dental, vision, basic life and AD&D insurance
7 paid company holidays and 2 floating holidays annually
2 weeks accrued paid vacation based on length of service
80 hours of sick and safe time annually
401k plan with an employer match
Equal opportunity, diverse, multi-cultural work environment
Reasonable accommodations for applicants with disabilities