Consultant, CRM

Unanet

. Lead discovery with client stakeholders to understand business goals, workflows, priorities, and success measures .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $74,305 - $87,418 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in project management and B2B software implementation, with a strong focus on aligning client needs with actionable plans and delivering integrated solutions. Proficient in managing timelines, budgets, and stakeholder collaboration while ensuring successful adoption of CRM solutions.

Highest-signal resume keywords

B2B Software Implementation ExperienceProject Management SkillsUnanet CRM ConfigurationPMP CertificationArchitecture, Engineering, or Construction Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project PlanningData MigrationData IntegrationClient Stakeholder ManagementBudget ManagementTime-to-Value MonitoringCSAT MeasurementRealization TrackingImplementation Strategy DevelopmentRole-Based Training Delivery

Soft Skills

Organizational SkillsDocumentation SkillsTime-Management SkillsCollaboration SkillsDecision-Making Skills

Tools & Technologies

Unanet CRM

Certifications & Qualifications

PMP CertificationProject Management Certification

Industry Keywords

B2B SoftwareProfessional ServicesArchitecture IndustryEngineering IndustryConstruction Industry

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Lead discovery with client stakeholders to understand business goals, workflows, priorities, and success measures
Translate client needs into practical project plans with scope, outcomes, milestones, roles, timelines, and budget
Own implementation and integrated-solution delivery from kickoff through adoption
Manage decisions, risks, dependencies, timelines, and budget
Monitor Professional Services outcomes, including Time-to-Value, CSAT, Budgeted Delivered Hours, realization, and utilization
Align internal teams, data migration and data integration resources, and client stakeholders
Map, transform, and validate data from multiple sources
Recommend and configure the Unanet CRM solution
Drive collaboration and decision-making across project teams
Build expertise in Unanet's CRM capabilities and explain product features
Demonstrate the product and deliver role-based end-user training remotely or onsite
Identify and resolve complex client escalations
Complete onboarding, training, tool setup, and client-call shadowing during the first 30 days
Begin owning a client project and reach a 25% realization target within the first 60 days
Take full ownership of new projects and reach a 65% realization target within the first 90 days

Requirements

What you’ll need

3+ years of B2B software implementation experience
Strong project management skills, including the ability to set expectations, drive decisions, and hold internal and external teams accountable to deadlines and milestones
Exceptional organizational, documentation, and time-management skills
Ability to understand strategic business goals and turn them into actionable implementation plans
Ability to travel up to 25% annually
Prior experience in the Architecture, Engineering, or Construction industry (differentiator)
Experience implementing Customer Relationship Management (CRM) solutions (differentiator)
PMP or similar project-management certification (differentiator)
Bachelor's degree (differentiator)

Benefits

Comp & perks

Employee equity
Discretionary bonus compensation
Eligibility to participate in Unanet's employee benefits plans and programs