CRM projects: client discovery, requirements, business analysis, documentation, delivery support
Consultant is a functional analyst for projects to our clients, discussing and gathering inputs from business leaders, guiding the effort to collect and prioritize business requirements, as an analytical driver of project decision-making and team leadership. Consultant both contributes and leads specific efforts in our delivery process.
Analyses client鈥檚 current business processes and gaps in best-practice. Prepares client for new system by pointing to new ways of arranging business processes.
As business requirements are gathered, will work with architect and technical team to clarify and organize the solution design effort, helping guide acceptability and traceability to the requirements and expectations of the client.
As execution work begins, consultant will participate in and lead end user training, training plans, train client trainers, coaching on application and data governance. Supports delivery QA and client user acceptance process, managing feedback and issue management during project cycle.
This is not PM or technical configuration, but an analyst role with a focus on the customer鈥攁s an advocate. Requires phone or in-person consulting delivery in a communicative role as a functional point of contact between client and tech teams.
Works within the methodology to lead client user acceptance process, and is a focal point in driving the changes through acceptance and adoption. This role assures the full team (client and delivery resources) stays organized and focused, getting answers and handling problems as they come up during delivery.
Will at times organize and train end users and administrators, offering advice and guidance to the client for any complex implementation effort.
On sales efforts, this role supports the team in delivering product demonstrations and PowerPoint presentations