CRM Functional Consultant
VDart, Fort Worth, TX, United States
Job Title: CRM Functional Consultant
Location: Dallas Fort Worth, TX
Duration: Long Term Contract.
We are seeking a seasoned consultant to lead a comprehensive
CRM Assessment & Consolidation initiative . This role requires a senior-level professional who can partner closely with executive stakeholders to evaluate current CRM usage across the organization, guide strategic planning, and help leadership align on a unified CRM strategy.
This position focuses solely on
assessment, planning, and visioning . Any actual CRM consolidation or implementation work will occur in a separate phase. The ideal candidate will be
CRM-agnostic
and skilled at evaluating multiple platforms objectively.
Key Responsibilities Engage with senior business leaders to understand how various teams use
multiple CRM platforms
across the organization. Conduct a thorough
current-state assessment , including processes, data flows, pain points, redundancies, and overlapping functionality across approximately five CRM systems. Facilitate
visioning and planning sessions
with leadership to define future-state needs, capabilities, and business outcomes. Develop and present consolidation options for reducing to
a single CRM or a smaller number of platforms , including risks, benefits, complexity, and organizational impact. Drive alignment with leadership on
required business process changes
and ensure clarity on dependencies and implications. Produce an actionable roadmap covering
priorities, timeline, resource requirements, and change management considerations . Deliver clear, executive-ready findings and recommendations to support informed decision-making for future phases. Required Skills & Experience
Demonstrated experience leading
enterprise-level CRM assessments
or consolidation planning efforts. Strong facilitation and communication skills, including experience working with
executive and senior leadership teams . Broad understanding of CRM capabilities across sales, marketing, service, and customer engagement functions. Ability to remain
CRM-agnostic , objectively analyzing multiple platforms and advising based on business need rather than specific technology preference. Proven ability to lead organizations through
business process change, stakeholder alignment, and strategic planning . Excellent communication and presentation skills, especially for executive audiences.
Location: Dallas Fort Worth, TX
Duration: Long Term Contract.
We are seeking a seasoned consultant to lead a comprehensive
CRM Assessment & Consolidation initiative . This role requires a senior-level professional who can partner closely with executive stakeholders to evaluate current CRM usage across the organization, guide strategic planning, and help leadership align on a unified CRM strategy.
This position focuses solely on
assessment, planning, and visioning . Any actual CRM consolidation or implementation work will occur in a separate phase. The ideal candidate will be
CRM-agnostic
and skilled at evaluating multiple platforms objectively.
Key Responsibilities Engage with senior business leaders to understand how various teams use
multiple CRM platforms
across the organization. Conduct a thorough
current-state assessment , including processes, data flows, pain points, redundancies, and overlapping functionality across approximately five CRM systems. Facilitate
visioning and planning sessions
with leadership to define future-state needs, capabilities, and business outcomes. Develop and present consolidation options for reducing to
a single CRM or a smaller number of platforms , including risks, benefits, complexity, and organizational impact. Drive alignment with leadership on
required business process changes
and ensure clarity on dependencies and implications. Produce an actionable roadmap covering
priorities, timeline, resource requirements, and change management considerations . Deliver clear, executive-ready findings and recommendations to support informed decision-making for future phases. Required Skills & Experience
Demonstrated experience leading
enterprise-level CRM assessments
or consolidation planning efforts. Strong facilitation and communication skills, including experience working with
executive and senior leadership teams . Broad understanding of CRM capabilities across sales, marketing, service, and customer engagement functions. Ability to remain
CRM-agnostic , objectively analyzing multiple platforms and advising based on business need rather than specific technology preference. Proven ability to lead organizations through
business process change, stakeholder alignment, and strategic planning . Excellent communication and presentation skills, especially for executive audiences.