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CRM Consultant in Training


PowerObjects, an HCL Company is seeking a CRM Consultant in Training to join their award winning and growing team. If you’re a recent grad or have graduated in the past several years, this is your opportunity to pursue an exciting career with a technology-forward, Microsoft Gold Partner.

This individual will be trained to act as a liaison between customer and internal teams on Dynamics CRM implementations. After training, the individual may be responsible for one or more aspects of the project including project management, business analysis, configuration, data, training and support. The candidate must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment.

Essential Functions

Lead and manage small to medium size projects independently
Participate in design and architecture sessions with clients
Gathers and documents business processes (some current state, mostly future state)
Advises customers on best practices for CRM processes, user interface, and architecture
Creates Functional and Technical Specifications documentation for the project
Creates a detailed project plan (Statement of Work) for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project
Writes design specifications pertaining to various aspects of the project
Configures and customizes the CRM system based on design specifications
Conducts system and end-to-end testing of the application
Develops and executes training for customer end-users and administrators
Guides the project along through daily communications with the customer
Conducts at least a weekly status meetings (maybe more) and sends weekly status updates
Conducts design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Required Skills and Experience

Exhibit PowerObjects’ Core Values
Possess Bachelor’s Degree or equivalent
0-2 years professional experience, preferably with an up-to-date understanding of business processes and technology, especially related to the operation of sales, marketing, and customer service
Excellent verbal and written communication; meticulous organizational skills
Ability to interact with clients at all levels of within an organization
Advanced use and working knowledge of Microsoft Office: Project, Excel, Word, Visio, etc.
Passion for technology, across platforms
CRM experience or exposure a plus