Description
crm development
crm deployment
requirements analysis
project planning
client reporting
team management
The Senior Consultant, reporting to a Manager, Senior Manager, or Director, will develop and deliver solutions that advance operational excellence and digital transformation for clients, particularly within a CRM ecosystem. This self‑managed professional will regularly interface with clients and external stakeholders while leading delivery resources according to firm policies and procedures.
- Lead client projects through the full lifecycle from sales to support.
- Architect and develop CRM solutions aligned with client requirements.
- Conduct analysis and design sessions to capture functional and technical needs across sales, marketing, service, and operations.
- Configure, test, and deploy CRM applications and associated solutions.
- Create and monitor project work plans to ensure timely, on‑budget delivery.
- Communicate functional deliverables, status, and issues to clients.
- Identify risks, manage scope changes, and apply change‑management processes.
- Assign tasks, review work quality, and support consultants in client interactions.
- Participate in business development as a subject‑matter expert to grow existing accounts.
Requirements
bachelor's
crm implementation
project management
agile
jira
devops
- Required: Bachelor’s degree (or equivalent), 5+ years in professional services or industry, 4+ years CRM implementation experience, and 2+ years project management experience.
- Expertise in CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing.
- Preferred: CRM implementation experience in construction/real‑estate, nonprofit, or manufacturing; familiarity with Agile methodologies and tools such as JIRA and DevOps.
Benefits
At Wipfli, people are the core of everything the firm does, driving exceptional impact and extraordinary results. The company emphasizes flexibility, relationship focus, and encouraging individuals to follow their own path, offering a career‑defining opportunity for those who want to make a difference.
Compensation for this role ranges from $88,000 to $118,000, with potential for annual discretionary bonuses and regular salary increases. Wipfli provides a comprehensive benefits package that includes multiple health plan options, dental and vision coverage, HSA contributions, retirement plans with profit sharing, flexible time off, various insurance offerings, and additional voluntary benefits.
Training + Development
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