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