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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in CRM Optimization and Benchmarking, with a strong focus on leading discovery, solution design, and developing actionable recommendations. Proven ability to facilitate collaboration across teams and present executive-ready findings to drive strategic business outcomes.
Highest-signal resume keywords
CRM ExpertiseDiscovery And Solution DesignExecutive Communication SkillsCross-Functional CollaborationSaaS Consulting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM WorkflowsLead ManagementOpportunity ManagementGap AnalysisPerformance MeasurementAutomationIntegrationsBenchmarkingRoadmap DevelopmentAI Readiness
Soft Skills
AdaptabilityFacilitationCollaborationCommunicationProblem-Solving
Certifications & Qualifications
Privacy Training
Industry Keywords
SaaSBest-Practice GuidanceAssessment FrameworksAdvisory ServicesClient Success
About the role
Key responsibilities & impact- Lead pre-sales discovery and solution strategy for Destination CRM Optimization & Benchmarking opportunities
- Partner with Sales to understand client objectives, challenges, stakeholders, and desired business outcomes
- Lead CRM Optimization & Benchmarking engagements through discovery, current-state assessment, benchmarking, gap analysis, collaborative workshops, recommendations, and roadmap development
- Assess CRM workflows and business practices across lead and opportunity management, administration and permissions, organizational visibility, integrations, automation, reporting, performance measurement, and AI readiness
- Translate findings into actionable recommendations spanning immediate improvements, near-term enhancements, and longer-term strategic investments
- Develop and present executive-ready findings, assessment scorecards, detailed findings, opportunity prioritization, executive summaries, and implementation roadmaps
- Establish a repeatable Destination CRM best-practices program
- Facilitate collaboration with customers and internal subject-matter experts
- Turn customer and internal expertise into scalable assets such as guidance, frameworks, playbooks, training, advisory services, reusable tools, and product input
- Coordinate testing and validation of emerging practices with customers
- Maintain feedback loops between customers and Granicus teams
- Partner across Destination Insights, Sales, Client Success, Product, Services, and Support
- Identify recurring patterns across client engagements to improve methodologies, tools, positioning, and solution offerings
- Create reusable methodologies and assets for scalable CRM Optimization and advisory work
- Support Sales and Client Success enablement
- Serve as a trusted CRM advisor and subject-matter expert
Requirements
What you’ll need- 7–10 years of experience in presales, consulting, solution design, or architecture for a SaaS company
- Proven track record of independently leading discovery, solution design, and internal coordination for complex opportunities
- Strong executive communication skills and ability to adapt messaging based on stakeholder role and agency priorities
- CRM expertise
- Experience with CRM workflows, lead and opportunity management, administration and permissions, organizational visibility, integrations, automation, reporting, performance measurement, and AI readiness
- Ability to lead client discovery, assessment, benchmarking, gap analysis, workshops, recommendations, and roadmap development
- Ability to develop and present executive-ready findings, scorecards, executive summaries, and implementation roadmaps
- Ability to facilitate collaboration with customers and internal subject-matter experts
- Ability to create best-practice guidance, assessment frameworks, playbooks, training, advisory services, reusable tools, and product input
- Ability to maintain customer feedback loops and collaborate cross-functionally with Sales, Client Success, Product, Services, Support, and Destination Insights
- Must appropriately preserve the confidentiality, integrity, and availability of Granicus information assets
- Must ensure employee and customer data privacy and complete required privacy training
Benefits
Comp & perks- Flexible Time Off
- Company-Wide Wellbeing Days
- Work From Home Reimbursement
- Multiple Health Plan Options, including a 100% employer-paid plan
- Employer HSA Contributions when enrolled in a High-Deductible Health Plan
- Fitness Reimbursement Program
- On-Demand Mental Health Support, including Headspace and other wellness tools
- Paid Parental Leave for birthing and non-birthing parents
- Traditional & Roth 401(k) with a generous company match
- Life & AD&D Insurance with 100% employer-paid coverage
- Online Learning Platforms
- Competitive Salary & Bonuses
