Sr. Business Process Consultant CRM

Sr. Business Process Consultant CRM

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.

Job Description

About the Role

We are seeking a Business Process Consultant (BPC) to join the NowNext CRM Execution Team. As the process expert and trusted advisor, you will engage directly with business stakeholders to analyze, design, and optimize end-to-end workflows across sales, CPQ / CLM, order management, customer service, field service, and AI-driven use cases.

You will bridge the gap between business needs and technical delivery, ensuring that solutions built on the ServiceNow Now Platform and integrated with systems like Salesforce, Pega, Dynamics, Oracle, or SAP deliver measurable outcomes. This role is ideal for experienced CRM / CSM consultants with strong process re-engineering and change management skills, and the ability to influence senior leaders while collaborating closely with technical teams.

Key Responsibilities

• Consult & Advise
• Serve as the functional and process expert during customer engagements.
• Guide customers on configuration vs. customization and adoption of best practices.
• Advise senior leaders on process optimization and AI / automation opportunities.
• Requirements & Solution Design
• Lead workshops with business sponsors and SMEs to capture current-state processes and design future-state workflows.
• Translate requirements into business requirement workbooks, user stories, acceptance criteria, and test plans.
• Define KPIs and success measures to track value realization (cycle time, CSAT, case deflection, etc.).
• Cross-Functional Collaboration
• Partner with Technical Consultants, Solution Architects, and Project Managers to ensure requirements flow into robust technical solutions.
• Support unit testing, UAT, and customer validation, ensuring business objectives are met.
• Monitor for scope creep and align with engagement managers to resolve issues.
• Process Improvement & Change Management
• Analyze processes to identify areas for automation, AI agent adoption, and continuous improvement.
• Develop adoption strategies, training materials, and change management plans to ensure successful rollout.
• Ensure user experience is prioritized with logical flows, accessibility, and ease of use.
• Thought Leadership & Continuous Learning
• Stay current on ServiceNow capabilities, CRM / CSM trends, and AI innovations.
• Share best practices internally and externally, contributing to delivery playbooks and accelerators.
• Support pre-sales and solutioning activities as needed.

Qualifications & Experience

Required

Certification Requirements

Preferred

Level Differentiation

Senior Business Process Consultant

Principal Business Process Consultant

Success in this Role Looks Like

Why Join Us?

As part of the NowNext CRM Execution Team, you'll play a pivotal role in shaping how enterprises reimagine CRM with AI-powered, end-to-end workflows. You'll apply your process consulting and CRM expertise to deliver value for lighthouse customers while helping establish the blueprint for the future of the CRM category.