Business Consultant – CRM & Process Optimization

About the Role

We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce and ERPs. The ideal candidate will have a consultative approach to understanding client needs, managing CRM implementations, and optimizing business operations. A Salesforce Consultant Certification is a plus for this role.

Roles & Responsibilities:

• Engage with internal and external stakeholders to understand their business needs, challenges, and objectives.
• Provide expert consulting on Sales, Marketing, and ERP setup and best practices.
• Conduct gap analysis to identify opportunities for process improvements.
• Lead the implementation and configuration of Salesforce CRM solutions tailored to client specifications.
• Design custom fields, objects, workflows, and validation rules based on business requirements.
• Ensure user training and adoption strategies are implemented for smooth transitions.
• Oversee the integration of Salesforce with other business systems (e.g., ERP, marketing automation).
• Collaborate with technical teams to ensure data integrity and seamless integrations.
• Troubleshoot and resolve CRM system issues related to integrations and functionality.
• Manage project timelines, resources, and deliverables to ensure successful execution.
• Conduct regular client meetings and status updates to track progress and address concerns.
• Prepare comprehensive documentation of CRM configurations, processes, and user guides.
• Analyze and report on CRM performance metrics, recommending necessary adjustments and enhancements.
• Provide ongoing support and training for clients to maximize the potential of Salesforce.
• Stay updated with Salesforce releases and enhancements to leverage new features.
• Work closely with sales, marketing, and customer service teams to align CRM strategies with business objectives.
• Participate in cross-functional teams to drive continuous improvement initiatives.

Skills & Qualifications:

• MBA from a reputed university, with a Science or Engineering undergraduate degree.
• 8+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance, and other business processes.
• Salesforce Consultant Certification (preferred).
• Proven track record of successfully managing CRM implementations.
• Strong understanding of business processes and sales funnel management.
• Proficiency in Analytics tools, reports, and dashboards.
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication and interpersonal skills for effective client engagement.
• Experience with additional CRM or business management tools.
• Familiarity with Agile project methodologies.