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CRM Consultant PM/BA


The CRM Consultant PM/BA will act as a liaison between customer and internal teams on Dynamics CRM projects (implementations, customizations, migrations, and more). 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. The CRM Consultant carries the ultimate responsibility for meeting the customer requirements and completing the project.

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
Assists technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client’s organizational processes
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 specifications for customizations, data migration, and system integrations
Facilitates team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
Configure and customize the CRM system based on design specifications
Coordinate with overseas team on custom development, complex customizations and portals
Develop test plans and scripts
Conduct system and end-to-end testing of the application
Training super users
Schedules work to be done and follows up to ensure completion within the project schedule
Guides the project along through daily communications with the customer
Conducts at least a weekly status meetings (may be 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 a Bachelor’s Degree or equivalent in any non-technical field
1 – 3 years’ experience in a management capacity preferred, but not required
Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization
Excellent verbal and written communication
Professional demeanor
Feels comfortable talking with clients at all levels of within an organization.
Able to manage small and medium size projects with advanced organizational skills
Advanced use of Microsoft Project, Excel, Word, and Visio