CRM Implementation Consultant

Overview

Job Opening : CRM Implementation Consultant

Location : Phoenix, AZ - Hybrid

Engagement Type : Independent Consultant - Contract (1099)

Duration : Approximately 6 months, part-time, with potential to extend

Our World Energy (OWE), a fast-growing solar energy company with 750+ employees, is preparing to launch a new CRM system build (estimated 8–16 months). To support this initiative, we are seeking a CRM Implementation Consultant to serve as a strategic advisor. The consultant will assess OWE's current processes, guide leadership in selecting the right CRM solution, and develop a roadmap for a long-term implementation. This is about deeply understanding OWE's business needs and helping choose and adopt a platform that can serve the organization for years to come.

Responsibilities

• Conduct a business needs assessment across key departments.
• Advise leadership on CRM platform selection aligned with scalability and long-term goals.
• Develop a high-level implementation roadmap (timeline, milestones, best practices).
• Provide training and guidance to ensure effective adoption.
• Support vendor evaluation, demos, and negotiations as needed.
• Troubleshoot system issues and perform real-time adjustments to ensure smooth functionality and user experience.
• Monitor system performance, data integrity, and security protocols post-implementation.
• Work closely with internal teams (IT, operations, finance) to gather requirements and ensure CRM solutions meet cross-functional needs.

Required Skills & Qualifications

Project Responsibilities

Engagement Details

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