Implementation Consultant - CRM Systems & Data Integration

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Requirements:

• 3+ years of experience in CRM system implementation, preferably with Peppermint, Dynamics 365, or Foundation.
• Proven experience in data migration, including extraction, transformation, and loading (ETL) processes.
• Strong understanding of CRM architecture, data structures, and customization capabilities.
• Technical proficiency in SQL, data mapping, and system configuration.
• Experience with project management methodologies, including Agile or Waterfall.
• Strong problem-solving skills with an ability to troubleshoot complex data and system issues.
• Excellent communication skills, with the ability to engage stakeholders and manage client relationships effectively.
• Ability to work independently and collaboratively within a team.

Responsibilities:

• Lead the integration and customization of CRM systems (Peppermint, Dynamics, Foundation) according to client needs.
• Manage data migration processes, ensuring the accurate transfer of customer, operational, and historical data from legacy systems into new CRM environments.
• Act as the primary point of contact for clients throughout the implementation lifecycle, ensuring clear communication and expectation management.
• Collaborate with technical teams to configure, test, and deploy CRM solutions, ensuring alignment with client requirements.
• Provide training and support to client teams on CRM functionalities post-implementation.
• Work closely with business analysts to map client processes and identify areas for optimization within CRM systems.
• Work with Project Managers by providing timeline updates, risks, and how to mitigate.
• Develop and maintain project documentation, including system specifications, user guides, and data migration strategies.
• Identify issues during and after implementation, coordinating with technical teams to resolve problems quickly and efficiently.