Crm Consultant

Functional Consultant with CRM expertise

Key Responsibilities:

• Work closely with clients to understand their business processes and CRM requirements
• Understand client requirements, map them to product capabilities, and provide suitable solutions.
• Configure product features, modules, and workflows as per business needs.
• Collaborate with technical teams to ensure smooth integration and implementation.
• Conduct product demonstrations, training, and workshops for clients/end-users.
• Provide functional support during testing, deployment, and post-implementation phases.
• Document configurations, processes, and best practices.
• Configure and customize CRM platforms based on client needs
• Manage end-to-end implementation, testing, and user training
• Collaborate with technical teams to ensure smooth project delivery
• Document functional requirements, workflows, and integration points
  

Required Skills & Experience:

• Minimum 

  2 years

   of experience in any CRM such as Salesforce, Zoho CRM, or CRMNext
• Strong understanding of 

  CRM workflows and business process mapping

• Excellent communication and client-handling skills
• Exposure to BFSI (Banking, Financial Services, or Insurance) domain preferred