CRM IMPLEMENTATION SPECIALIST (Finance)
Global is seeking a skilled and experienced CRM Implementation Specialist to join our Implementation team. S/he will be primarily responsible for guiding new customer integrations onto our CRM and Core platforms. The CRM Implementation Specialist will collaborate with cross-functional teams to ensure successful implementation and onboarding experience for our customers.
Responsibilities Will Include
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Engage with customer stakeholders to manage timelines, scope, and change requests.
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Conduct discovery calls with clients to ensure a smooth onboarding and implementation process.
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Oversee implementation projects, focusing on stakeholder engagement, end-user preparedness, internal product feedback, and creating Jira user stories.
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Work with Product and Technology teams to ensure seamless implementations.
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Attend regular project meetings, stand-ups, and status updates to drive priority decisions and remove roadblocks.
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Serve as an advisor on best practices and capabilities of the CRM.
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Act as the main contact and CRM subject matter expert during the preliminary project phase.
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Develop strong relationships with internal business partners, including Development, Sales, Product, and Customer Success to ensure strategic use of the CRM product.
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Support additional large-scale implementations and migrations post go-live.
Required Skills and Abilities
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Strong Project Management skills especially on medium to large scale projects.
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Experience with project management software (MS Project, Asana, etc), JIRA and Confluence
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Excellent written and oral communication skills, with the ability to convey complex concepts clearly and effectively to all levels of an external organization.
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Ability to produce deliverables both independently and as part of cross-functional teams to meet deadlines.
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Exceptional ability to prioritize, manage multiple commitments, and communicate needs effectively to leadership.
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Excellent relationship-building skills.
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Critical thinking and an analytical approach to problem-solving, including setting, troubleshooting, and testing system configurations and processes.
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Ability to adapt to and lead through changes in strategic direction and/or priorities.
Education and Experience
- Bachelor's degree in MIS or Business Admin or related work experience.
Other
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Global will require a pre-employment drug screening.
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In-office presence is required.
