- Lead discovery sessions and working meetings with client business and technology stakeholders.
- Understand and document client business processes, requirements, pain points, data needs, and desired outcomes.
- Translate business requirements into practical CRM solution designs and Blueprint specifications.
- Independently configure CRM functionality such as record pages, data structures, workflows, and analytics.
- Serve as a functional QA lead, develop test scenarios, and support user-acceptance testing.
- Facilitate client training and develop user guides and project documentation.
- Manage project scope, requirements, risks, and client communication as a key point of continuity.
Project ManagementBusiness AnalysisQuality Assurance+2 more