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CRM Solution Consultant Job

CRM Solution Consultant

  • Location: Gurgaon
  • Experience: 8-12 Years
  • No. of Positions: 2
  • Qualification: BE/BTech/ME/MTech/MS/MCA

This role requires experience of successfully delivering CRM projects in large corporate environments and requires someone who understands how business works and how CRM solutions can support the business.

Roles & Responsibilities

  • This Role includes Professional Services/Implementation, Business Analysis, Customer Discovery, Pre Sales, Business requirement documentation
  • Expected to work smart on the Presentations of the solutions for clients/prospects at a short notice
  • Job may require travel within India and outside of India if required to meet the clients and prospects. This includes on site assignments of up to three months to a year
  • Accompany the Sales person for 2nd level meetings so as to gather customers’ requirements, and conduct pre-sales discovery to offer a right solution
  • Will also be required to work along with the Sales & Technical team, doing in-depth analysis of customers’ needs and pain areas, and design a customized solution for the customer
  • Create (Functional Design Document) FDD’s and work on Pilot Implementation Projects, and conduct CX (Customer Experience) Audits, CSAT and NetPromoter Score etc.
  • Will act as a bridge between the Sales and Technical team, and maintain excellent rapport with the customer by offering Best Business Practices
  • Own the transition from Sales to the Implementation Phase of the client lifecycle and ensure that all documentation is accurate, complete and appropriately delivered to the Implementation Team; Support the Implementation Team as needed to ensure that client requirements gathered during the sales process are effectively operationalized in the live solution
  • Participate in the RFI/RFP process by contributing subject matter expertise in response to stated requirements
  • Educate clients during the sales process, responding to client queries and assisting with process design as needed
  • Maintain extensive and specialized knowledge of the solutions, technologies, services and clients
  • Maintain open communication with the Product Management, Product Marketing, Consulting Services and other teams to continually inform them about evolving client needs and preferences, issues or product gaps and competitive intelligence


Candidates should have a minimum of 7 years experience in CRM Industry. Professionals who have worked on Microsoft Dynamics or Oracle or SAP or KANA (or partners) are welcome to apply.

In particular:

  • Rich experience in pre-sales and deployments of various CRM technologies
  • A proven ability to develop clear understandings of clients’ needs and the ability to incorporate them into a solution
  • Experience of consultancy roles in software delivery and support
  • Full lifecycle CRM experience/exposure from requirement development/definition to functional solution design, implementation, data-migration, system testing, user acceptance testing, go-live and service management
  • Project Lead or Team Lead experience in a consulting/IT services environment
  • Functional domain expertise in CRM
  • Good understanding of integration and technical solutions in CRM projects
  • Strong business writing skills and verbal communication
  • Strong analytical abilities and exposure to quantitative project management, including financials and metrics
  • Strong people and team management experience

The following skills would add value:

  • Deployments at customers’ end
  • Successful implementation projects with enterprise customers
  • Other CRM application experience
  • Experience with company’s Sales, Marketing, and/or Customer Service processes

Apply for this job

Please fill out the form below and attach your updated resume/CV. We will forward your application to the respective departments for next steps.