9,570 Crm Consultant jobs in the United States

CRM Consultant

29228 Woodfield, South Carolina Intellectual Capitol

Posted 2 days ago

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Job Description

***Position is 25% Remote in Columbia, SC. 3-4 days/ week will be Onsite.***

Job Description :
The Agency is in need of a CRM Consultant with specific CRM knowledge to help the Agency decide whether to keep their current CRM or switch to a new CRM.

The CRM Consultant should specialize in assisting businesses enhance their relationships with customers by leveraging CRM (Customer Relationship Management) software.

They play a crucial role in tailoring the CRM system to the unique needs of each business, and ensuring it is used effectively to achieve business objectives.

Their duties and responsibilities include:
  • Evaluating the client's business needs and processes to understand how CRM software should be designed to meet business requirements
  • They should be well versed in sales and marketing best practices, ideally in multiple industries
  • Designing and implementing CRM systems according to the specific needs of the agency
  • Developing SOPs to train staff members on how to effectively use the CRM system
  • Creating and implementing CRM strategies to improve customer relationships and business productivity
  • Monitoring the effectiveness of the CRM system and making necessary adjustments
  • Preparing detailed reports on the CRM system's performance for stakeholders
  • Collaborating with the sales and marketing teams to ensure the CRM system is effectively supporting their operations
  • Familiar with the latest CRM technologies and industry trends
  • Experience with both Microsoft CRM Dynamics 365 and Salesforce
  • Experience with software selection methodologies
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CRM Consultant

75215 Park Cities, Texas Knowit Training

Posted 11 days ago

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Job Description

We're looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible for the assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you're interested, please apply today.

Responsibilities:

  • Initiate project with stakeholders via email/virtual meeting or formal Kickoff.
  • Gather feedback and expectations.
  • Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.).
  • Explain project phases and expectations.
  • Establish project's points of contact on customer's and CI side.
  • Establishment of a project timeline based on the customer environment and availability.
  • Schedule discovery meetings for the following discovery phases.
Qualifications:
  • CRM Agnostic, with the ability to objectively assess and recommend available CRMs
  • Experience working with stakeholders and end users to gather requirements and understand current state CRM usage.
  • Excellent communication and presentation skills
Preferred:
  • Experience with Touchpoint CRM
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HubSpot CRM Consultant

75084 Van Alstyne, Texas Syntricate Technologies

Posted 25 days ago

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Job Description

Skills Required: 10 & Above year experience
  • Develop and customize HubSpot CRM Marketing module workflows for Marketplace Lead generation.
  • Collaborate with business users and Engineers to design and implement required Integrations. (App, Backend Java application etc.,)
  • Implement HubSpot automated ways for outreach process.
  • Troubleshoot and resolve HubSpot issues.
  • Continuously explore HubSpot features to bring efficiency for current process.
  • Provide HubSpot training to users
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Dynamics CRM Consultant

19355 Malvern, Pennsylvania Diverse Lynx

Posted 25 days ago

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Job Description

Dynamics CRM Consultant
Charlotte, NC/ Malvern, PA

Work with the business team and application team to understand the requirements.
Work in the Agile methodology (SCRUM, KANBAN)
Collaborate with the team to work on developing new features
Participating in High level design session and collaborating with Business on the best practices and solutions that maximize the client needs

6+ Years of Dynamics CRM with total 8+ years of experience? Involved in various project activities like o Requirement Gathering and Gap Fit Analysis Solution Design and configurations Experience in Integrations with other enterprise systems like ERP, LOB on premise and online systems o Experience in integrations with MS Outlook, SharePoint, O365 Administration and AD Synchronization Data Migration using Scribe/SSIS or similar tools? Should have worked on extending dynamics CRM by plugins, custom workflow activities and web resources? Should have a good understanding of CRM security mode
Should have experience in creating OOB CRM and Custom/SSRS reports for CRM.
Hands on Experience in configuring, customizing MS Dynamics CRM, CRM Web API and JavaScript (OData/REST).
Extremely good understanding of Microsoft Dynamics CRM Online/Dynamics 365 product (Entities, Workflows and configuration)
Exposure to Dynamics CRM technical aspects esp. Java-scripting, Installation? Extremely sound in Dynamics CRM Entities , workflows , configurations , customization development , integrations development.
Proficient on CRM Functional areas in Sales Force Automation, Marketing automation and Service management functionality
Extremely sound in core .NET technology and related areas - WCF, SSIS, SSRS, SQL Server
Sound in deployment aspects? Experience of working as CRM Developer for at least
implementation projects
Experience integrating CRM using web services (rest/soap) and messaging (NServiceBus)
Expertise in writing Plug Ins, Workflow, business process flows and custom scripts.
Knowledge of best practices and guidelines for design and development in CRM 2013/2015? Hands on knowledge of Agile development ? Good and assertive in communication and articulation skills
? Should have worked on extending dynamics CRM by plugins, custom workflow activities and web resources? Should have a good understanding of CRM security model? Should have experience in creating OOB CRM and Custom/SSRS reports for CRM? Hands on Experience in configuring, customizing MS Dynamics CRM, CRM Web API and JavaScript (OData/REST)? Extremely good understanding of Microsoft Dynamics CRM Online/Dynamics 365 product (Entities, Workflows and configuration)? Exposure to Dynamics CRM technical aspects esp. Java-scripting, Installation? Extremely sound in Dynamics CRM Entities , workflows , configurations , customization development , integrations development? Proficient on CRM Functional areas in Sales Force Automation, Marketing automation and Service management functionality? Extremely sound in core .NET technology and related areas - WCF, SSIS, SSRS, SQL Server? Sound in deployment aspects? Experience of working as CRM Developer for at least 2 implementation projects? Experience integrating CRM using web services (rest/soap) and messaging (NServiceBus)? Expertise in writing Plug Ins, Workflow, business process flows and custom scripts? Knowledge of best practices and guidelines for design and development in CRM 2013/2015? Hands on knowledge of Agile development

Thanks & Regards
Navneet Sachan
Ext- 287


Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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ERP/CRM Consultant

46947 Jonesboro, Indiana Robert Half

Posted today

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Job Description

Description
We are seeking an experienced SAP Manager to lead our SAP initiatives, focusing on migration projects. This techno-functional role requires a deep understanding of SAP systems, strong project management skills, and the ability to bridge the gap between technical and functional aspects of SAP.
Key Responsibilities:
+ Lead SAP Migration Projects: Plan, execute, and manage SAP migration projects, ensuring seamless transitions and minimal disruption to operations.
+ Techno-Functional Expertise: Provide technical and functional support for SAP modules, including MM, PP, SD, and FI/CO.
+ Project Management: Develop project plans, timelines, and budgets. Monitor progress and ensure projects are completed on time and within scope.
+ Stakeholder Collaboration: Work closely with cross-functional teams, including IT, operations, finance, and external vendors, to ensure successful SAP implementations.
+ System Optimization: Identify opportunities for system improvements and enhancements to optimize business processes.
+ Training and Support: Provide training and support to end-users, ensuring they are proficient in using SAP systems.
+ Documentation: Maintain comprehensive documentation of SAP processes, configurations, and changes.
Requirements - Proven experience in ERP and CRM systems implementation and management.
- Strong proficiency in client-side scripting and cloud technologies.
- Familiarity with business process functions and requirement documentation.
- Expertise in API development and integration.
- Knowledge of AB testing methodologies and practices.
- Ability to manage configuration and troubleshoot system issues effectively.
- Excellent communication skills for collaborating with stakeholders and users.
- Strong analytical skills to assess and optimize system performance. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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ERP/CRM Consultant

46202 Indianapolis, Indiana Robert Half

Posted today

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Job Description

Description We are looking for a skilled ERP/CRM Consultant to join our team in Indianapolis, Indiana. This role involves working closely with clients to optimize enterprise resource planning and customer relationship management systems. The ideal candidate will have a strong background in scripting, cloud technologies, and business process improvement.
Responsibilities:
- Develop and implement ERP and CRM solutions tailored to meet client needs.
- Collaborate with clients to gather and analyze business requirements, translating them into actionable solutions.
- Create and maintain client-side scripting to enhance system functionality and user experience.
- Integrate cloud technologies to streamline business operations and improve system performance.
- Conduct API development and management to ensure seamless system interoperability.
- Perform A/B testing to validate system changes and optimize performance.
- Document and maintain configuration management processes for all implemented solutions.
- Provide guidance on business process functions and recommend strategies for improvement.
- Prepare and review business requirement documents to ensure clarity and accuracy.
- Offer technical support and training to end-users to maximize system utilization. Requirements - Proven experience in ERP and CRM systems, with a focus on implementation and customization.
- Proficiency in client-side scripting and cloud-based technologies.
- Strong understanding of business process functions and their integration into software solutions.
- Hands-on experience with API development and management.
- Familiarity with A/B testing methodologies and their application in system optimization.
- Knowledge of configuration management tools and practices.
- Ability to create and interpret business requirement documents.
- Excellent communication and problem-solving skills. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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ERP/CRM Consultant

14651 Rochester, New York Robert Half

Posted today

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Job Description

Description
Olivia Quinlan from Robert Half is hiring for an experienced ERP Specialist. In this role, you will play a key part in ensuring the optimal functionality of ERP/CRM systems, while delivering training and support to key users. Your expertise will contribute to system enhancements, configurations, and seamless integration across various facilities.
Responsibilities:
+ ERP Implementation or migration experience (ideally QAD)
+ Supply chain processes like manufacturing, service and/or logistics
+ Experience in training/presenting
+ Knowledge and experience in automating management activities
Requirements
- 5+ Years experience in ERP/CRM system configuration and management.
- Familiarity with cloud-based ERP platforms, ideally QAD.
- Ability to conduct training sessions and provide user support effectively.
- Excellent problem-solving skills and attention to detail.
- Strong communication skills for collaboration across teams.
- Experience with testing and validating system configurations.
Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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ERP/CRM Consultant

19030 Fairless Hills, Pennsylvania Robert Half

Posted 3 days ago

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Job Description

Description We are looking for an experienced ERP/CRM Consultant to join our team in Fairless Hills, Pennsylvania. In this long-term contract position, you will play a vital role in implementing and optimizing ERP and CRM systems, ensuring seamless alignment with business needs. Your expertise will contribute to the successful execution of strategic initiatives and the delivery of high-quality solutions.
Responsibilities:
- Lead the implementation and customization of ERP and CRM systems to align with organizational requirements.
- Collaborate with stakeholders to gather, analyze, and document business requirements.
- Develop and execute client-side scripting to enhance system functionality and user experience.
- Manage data migration processes, including extraction, mapping, transformation, and validation.
- Configure system settings and modules to meet project specifications.
- Create and maintain detailed documentation, including Business Requirement Documents (BRDs).
- Integrate APIs to enable seamless communication between systems and applications.
- Provide technical support and troubleshooting for ERP/CRM systems.
- Conduct regular system audits and performance testing to ensure optimal functionality.
- Train end-users and provide ongoing support to ensure successful system adoption. Requirements - Proven experience in client-side scripting and configuration management.
- Proficiency in developing Business Requirement Documents (BRDs).
- Hands-on experience with ERP/CRM systems such as Salesforce, Dynamics, or D365.
- Strong programming skills in Python and SQL.
- Familiarity with API development and system integrations.
- Solid understanding of data migration processes and best practices.
- Excellent analytical and problem-solving skills.
- Effective communication skills to collaborate with technical and non-technical stakeholders. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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ERP/CRM Consultant

11225 Crown Heights, New York Robert Half

Posted 3 days ago

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Job Description

Description We are looking for an experienced ERP/CRM Consultant to join our team in Brooklyn, New York. In this Contract-to-permanent role, you will play a pivotal part in managing and optimizing enterprise systems to align with business needs. This position offers the opportunity to collaborate across multiple departments, ensuring seamless integration and functionality of ERP and CRM solutions.
Responsibilities:
- Lead the implementation and optimization of ERP and CRM systems to support organizational goals.
- Collaborate with stakeholders across departments to gather requirements and ensure system alignment with business processes.
- Develop and manage project plans, including timelines, budgets, and deliverables.
- Oversee the configuration and customization of ERP and CRM modules, ensuring they meet user needs.
- Provide guidance on system integration, including API development and data migration.
- Coordinate with external vendors and consultants to ensure successful delivery of solutions.
- Create detailed documentation, such as business requirement documents, to support system development and maintenance.
- Drive user adoption through effective training and change management strategies.
- Monitor system performance and identify opportunities for improvement.
- Ensure compliance with industry standards and best practices in system management. Requirements - Minimum of 8 years of experience in ERP/CRM management, including at least 5 years with systems like SAP or Salesforce.
- Proven expertise in client-side scripting and configuration management.
- Strong knowledge of key modules such as PP, MM, SD, or related systems.
- Experience in API development and system integration.
- Ability to create detailed business requirement documents and manage documentation processes.
- Demonstrated success in leading large-scale system implementations or upgrades.
- Excellent communication skills with the ability to bridge technical and business perspectives.
- Familiarity with change management strategies and user training initiatives. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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ERP/CRM Consultant

11225 Crown Heights, New York Robert Half

Posted 3 days ago

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Job Description

Description We are looking for an experienced ERP/CRM Consultant to join our team in Brooklyn, New York. In this role, you will play a pivotal part in driving the successful implementation and integration of ERP and CRM systems within a manufacturing environment. This is a Contract-to-Permanent position offering an excellent opportunity for career growth and long-term collaboration.
Responsibilities:
- Lead efforts in configuring, customizing, and maintaining ERP and CRM systems to align with business objectives.
- Collaborate with finance, accounting, and other business units to gather requirements and translate them into system solutions.
- Provide expertise on integration between ERP modules such as GL, AP, AR, Asset Accounting, and Profit Center Accounting.
- Assist in the design and implementation of CRM functionalities to enhance customer relationship workflows.
- Support month-end and year-end financial processes, ensuring compliance with reporting standards.
- Work closely with technical teams and stakeholders to troubleshoot issues and optimize system performance.
- Train and mentor end users to effectively utilize ERP and CRM functionalities.
- Partner with implementation teams to achieve project milestones and ensure successful go-live.
- Continuously identify opportunities for system enhancements and process improvements.
- Manage API development and configuration management to ensure seamless system integrations. Requirements - At least 7 years of hands-on experience with ERP and CRM systems, including full lifecycle implementations.
- Strong expertise in configuring financial modules such as GL, AP, AR, and controlling.
- Proficiency in client-side scripting and API development.
- Familiarity with Salesforce development and integration processes.
- Solid understanding of manufacturing or distribution environments.
- Exceptional communication skills, with the ability to liaise between technical teams and business stakeholders.
- Proven ability to create and maintain business requirement documentation.
- Availability to work onsite in Brooklyn, New York. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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