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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading CRM implementations and integrated solutions, with a strong focus on business process analysis, stakeholder management, and organizational readiness. Proficient in translating business needs into actionable requirements and guiding clients through the adoption of CRM solutions tailored to AEC industry practices.
Highest-signal resume keywords
CRM Implementation LeadershipBusiness Process AnalysisStakeholder ManagementUnanet CRM ExperienceProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Process AnalysisRequirements DefinitionFuture-State DesignCRM IntegrationsData MigrationReportingAnalyticsChange ManagementOrganizational ReadinessValue Realization
Soft Skills
CommunicationFacilitationDocumentationOrganizationFollow-Through
Tools & Technologies
Unanet CRMCRM PlatformsERP Solutions
Industry Keywords
AEC Industry PracticesBusiness Development ProcessesClient ManagementProposal ManagementPipeline Management
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead CRM implementations and related integrated solutions to meet agreed scope, schedule, budget, and quality expectations
- Build trusted relationships with executive sponsors and stakeholders across business development, marketing, project delivery, operations, finance, and IT
- Facilitate outcome-focused discovery and workshops to understand client goals, practices, requirements, roles, data, measures, and adoption needs
- Assess current-state CRM and business-development processes and guide clients toward practical future-state solutions reflecting AEC industry practices
- Translate business needs into requirements, solution options, configuration decisions, dependencies, risks, and delivery plans
- Guide CRM solution design and configuration, including workflows, data structures, reporting, dashboards, and integrations
- Coordinate data migration and integration work with client stakeholders and Unanet specialists
- Lead project planning, status communications, meeting facilitation, documentation, follow-up, stakeholder alignment, scope, risks, priorities, and deadlines across concurrent engagements
- Demonstrate Unanet CRM capabilities and deliver role-appropriate end-user training and enablement remotely or onsite
- Support organizational readiness, adoption, value realization, delivery concerns, and customer escalations
- Partner with project managers, consultants, technical teams, customer success, sales, and product
- Meet Professional Services performance expectations including customer satisfaction, time-to-value, delivered hours, realization, and utilization
- Share client insights and delivery feedback to improve Unanet's methodology, playbooks, and delivery standards
- Complete onboarding, learn Unanet CRM and delivery standards, shadow client work, take ownership of engagement portions, facilitate client sessions, manage milestones, and independently lead owned CRM workstreams or projects within the first 90 days
Requirements
What you’ll need- 5+ years of experience in business consulting, professional services, software implementation, organizational transformation, or a related field
- Experience leading CRM or enterprise software implementations, including responsibility for project outcomes and client relationships
- Strong business-process analysis, requirements definition, and future-state design skills
- Ability to lead executive and cross-functional workshops, build alignment, and communicate recommendations clearly
- Strong project and stakeholder management skills, including managing scope, budgets, timelines, risks, and competing priorities across multiple projects
- Excellent organization, documentation, communication, facilitation, and follow-through skills
- Willingness and ability to travel up to 25% annually
- Experience with Unanet CRM or other CRM platforms used by AEC firms
- Familiarity with AEC business-development processes such as client and contact management, pursuits, proposals, teaming, and pipeline management
- Experience with CRM integrations, data migration, reporting, analytics, or connected ERP solutions
- Experience with change management, customer adoption, organizational readiness, or value realization
- Bachelor's degree or equivalent relevant experience
Benefits
Comp & perks- Employee equity
- Discretionary bonus compensation
- Eligibility to participate in Unanet's employee benefits plans and programs