CRM Functional Consultant

BlackStone eIT is at the forefront of providing innovative CRM solutions tailored to enhance client relationships and drive business success. We are currently seeking a dedicated CRM Functional Consultant to join our dynamic team. As a CRM Functional Consultant, you will leverage your expertise in customer relationship management to provide solutions that align with our clients' business needs and improve their overall CRM performance.

Responsibilities

• Work closely with clients to understand their CRM requirements and business objectives.
• Conduct assessments of existing CRM processes and identify areas for improvement.
• Design and configure CRM solutions to support sales, marketing, and customer service functions.
• Facilitate workshops and training sessions to educate clients on effective CRM practices and tool usage.
• Develop functional specifications and collaborate with technical teams to ensure alignment with client requirements.
• Drive user acceptance testing and gather feedback to refine CRM implementations.
• Provide ongoing support and troubleshooting for clients post-implementation.
• In-depth knowledge and experience in cloud based CRM solutions like, Microsoft Dynamics 365 or Salesforce.​
• Understanding of higher education processes and persona journeys in a Higher Education Academic Institution.​
• Understanding of sales, marketing, and customer service processes to optimize CRM workflows and support business objectives.​
• Experience managing CRM implementations, upgrades, and integrations, familiar with Agile / Scrum methodologies.​
• Understanding of UI / UX principles, with knowledge of HTML, CSS, JavaScript to enhance CRM usability.​
• Ability to configure and customize CRM systems, including workflows, automation rules, dashboards, reports, and user roles / permissions.​
• Proficient in SQL, Oracle, SQL Server and writing complex queries for data extraction, analysis, and integrity.​
• Experience integrating CRM with Student Information System like Banner, Oracle Fusion ERP, marketing automation, customer service, and third-party systems using APIs, Webhooks, REST and middleware (like Microsoft Azure API Management , MuleSoft, Dell Boomi etc.).​
• Proficiency in Apex, JavaScript, C#, Python, X++, and CRM-specific coding for customization, automation, and reporting.​
• Expertise in data migration, cleansing, mapping, and ensuring accuracy across systems.​
• Strong skills to diagnose and resolve performance, integration, and data issues.​
• Knowledge of data security, role-based access control, and regulations (TDRA, GDPR, CCPA, HIPAA etc.).​
• Cloud & SaaS Technologies : Familiarity with Azure, AWS, Oracle, Google Cloud, and management of cloud-based CRM platforms.​
• User Support & Training : Ability to provide training, documentation, and ongoing support for CRM users.​
• Experience with CRM analytics, reporting tools (Power BI, Tableau etc.) to deliver actionable insights.​
• Ability to manage CRM updates and new feature rollouts, ensuring minimal business disruption.​
• Strong collaboration, communication, adaptability, and stakeholder management skills.​
• Should have Project Management Experience

Requirements

Benefits