CRM Consultant

Solutions Metrix

Internal CRM Consultant leading CRM customization and optimization at Solutions Metrix. Collaborating cross-functionally to enhance business processes with technology solutions.

Posted 5/29/2026full-timeRemote • 🇮🇳 IndiaMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM administrationCRM implementationworkflow automationbusiness process mappingCRM reportingdashboard designdata governancedata quality managementCRM architectureCRM integrations

Soft Skills

communicationrequirements gatheringtraining developmentproblem-solvingstakeholder managementprioritizationdocumentationanalytical thinkingcollaborationleadership

Tools & Technologies

CreatioSalesforceHubSpotMicrosoft DynamicsAPIsCRM platformautomation toolsreporting toolsdata management systemsbusiness systems

Certifications & Qualifications

CRM certificationBachelor’s degree in Information SystemsBachelor’s degree in EngineeringBachelor’s degree in BusinessBachelor’s degree in Technology

Industry Keywords

RevOpsclient engagementdata entry standardsnaming conventionshygiene processesenhancement roadmapinternal CRM backlogmanual work reductionreal-time visibilityonboarding workshops

About the role

Key responsibilities & impact

Lead the architecture and configuration of our CRM platform to match our internal sales, pre-sales, and delivery workflows.
Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate.
Design dashboards and reports giving leadership real-time visibility into revenue, pipeline health, and client engagement.
Document current internal processes and identify friction points where CRM can reduce manual work or improve data quality.
Automate repetitive tasks to free up consultant and sales time.
Conduct needs analysis sessions with each internal team to surface requirements and prioritize roadmap items.
Act as the primary point of contact for CRM-related questions, issues, and enhancement requests.
Develop role-specific training materials and deliver onboarding workshops for all internal users.
Define and enforce data entry standards, naming conventions, and hygiene processes.

Requirements

What you’ll need

Bachelor’s degree in Information Systems, Engineering, Business, Technology, or a related discipline.
CRM certification (Creatio preferred; Salesforce, HubSpot, Microsoft Dynamics, or equivalent also considered).
Minimum 3+ years (ideally 5–7 years) of hands-on CRM administration, implementation, RevOps, or business systems experience.
Strong command of business process mapping and workflow automation.
CRM reporting, dashboard design, and analytics capabilities.
Data governance, data quality management, and CRM architecture knowledge.
Experience prioritizing enhancement roadmaps and managing an internal CRM backlog.
Working knowledge of CRM integrations, APIs, and adjacent business systems.
Proven ability to gather requirements from non-technical stakeholders and translate them into CRM configurations.
Experience owning a CRM product end-to-end — from discovery through adoption.

Benefits

Comp & perks

Medical & dental insurance
Flexible working hours
Hybrid work model
Tuition reimbursement
Paid time off
Diverse & inclusive environment
Access to SM's full knowledge base