CRM Functional Consultant
Jul 8, 2025
CRM (CE)
Functional Consultant
Full time (40+ Hours/week)
Work type
7-9 years
Experience
Remote
Location
1 to 3 months
Project length
Skills & Expertise
Skills
Budget
$10 to $20 /hr
Details
-
Gather, analyze, and document business requirements from stakeholders.
-
Configure and customize CRM systems (Dynamics 365 or other platforms).
-
Participate in CRM implementation and upgrade projects.
-
Design CRM workflows, dashboards, and reports to support business processes.
-
Conduct training sessions for end-users and provide post-implementation support.
-
Collaborate with technical teams on system integrations, data migrations, and enhancements.
-
Prepare functional documentation, test cases, and user manuals.
CRM Functional Consultant
Jul 8, 2025
CRM (CE)
Functional Consultant
Full time (40+ Hours/week)
Work type
7-9 years
Experience
Remote
Location
1 to 3 months
Project length
Skills & Expertise
Budget
$10 to $20 /hr
Details
-
Gather, analyze, and document business requirements from stakeholders.
-
Configure and customize CRM systems (Dynamics 365 or other platforms).
-
Participate in CRM implementation and upgrade projects.
-
Design CRM workflows, dashboards, and reports to support business processes.
-
Conduct training sessions for end-users and provide post-implementation support.
-
Collaborate with technical teams on system integrations, data migrations, and enhancements.
-
Prepare functional documentation, test cases, and user manuals.