CRM Application Consultant

CRM Application Consultant

Position Summary

We are seeking a customer-focused CRM Application Consultant to support the implementation, configuration, and ongoing success of Sage CRM and Creatio solutions. This role is ideal for someone who enjoys working directly with clients to understand business processes, optimization of CRM usage, and deliver practical solutions without extensive software development.

The successful candidate will provide functional consulting, user support, education, system configuration, and light application customizations while acting as a trusted advisor throughout the customer lifecycle.

Key Responsibilities

CRM Consulting & Business Analysis

· Work closely with clients to understand business processes and CRM requirements.

· Gather, document, and validate business and functional requirements.

· Recommend CRM best practices and process improvements.

· Configure CRM solutions to align with customer workflows and business objectives.

· Assist with CRM implementation, upgrades, and optimization projects.

Application Configuration

· Configure entities, forms, views, dashboards, workflows, reports, and security settings.

· Create and modify CRM layouts, fields, and business rules.

· Perform light application customizations within Sage CRM and Creatio using built-in tools.

· Configure automation and notifications using low-code/no-code capabilities.

· Assist with data imports, exports, and migration activities.

Customer Support

· Provide Level 1 application support for CRM users.

· Troubleshoot functional issues and identify appropriate resolutions.

· Escalate complex technical issues internally to next tier support, development or vendor support when necessary.

· Maintain support documentation and knowledge articles.

Education & User Adoption

· Deliver end-user and administrator education.

· Create user guides and education materials.

· Assist customers in adopting CRM best practices.

Project Delivery

· Participate in CRM implementation and enhancement projects.

· Assist with solution testing and user acceptance testing (UAT).

· Document configurations and business processes.

· Work collaboratively with project managers, developers, and customer stakeholders.

Qualifications

· 2+ years of experience with Sage CRM, Creatio, or similar CRM platforms.

· Experience configuring CRM applications without heavy programming.

· Strong understanding of CRM concepts and business processes.

· Experience gathering and documenting business requirements.

· Excellent analytical and problem-solving skills.

· Strong communication and presentation abilities.

· Ability to manage multiple client priorities.

· Customer-focused with excellent interpersonal skills.

Preferred Skills

· Experience with one or more of the following:

o Sage CRM

o Creatio CRM

o Microsoft Dynamics 365

o Salesforce

o HubSpot CRM

· Knowledge of sales, marketing, and customer service processes.

· Experience with workflow automation.

· Experience importing and exporting data.

· Familiarity with reporting and dashboards.

· Basic CSS, or JavaScript knowledge for light interface customizations is an asset but not required.

· Basic SQL Knowledge

· Basic understanding of ERP Systems

What We're Looking For

The ideal candidate is:

· A strong communicator who enjoys working with people.

· Curious about improving business processes.

· Comfortable learning new CRM platforms.

· Organized and detail oriented.

· Self-motivated with strong time management skills.

· Able to translate business needs into practical CRM solutions.

Nice-to-Have Experience and Certifications

· Sage CRM experience or certification

· Creatio Analyst certification

· Business Analysis certification (ECBA, CCBA, CBAP)

Success Measures

Success in this role includes:

· High customer satisfaction.

· Successful CRM implementations and enhancements.

· Increased user adoption.

· Timely resolution of customer support requests.

· Well-documented CRM configurations.

· Continuous improvement recommendations for client business processes.

Additional info:

· Job Type: Full-time

· In office - Work Location: Thornhill, Ontario

· Starting Salary: $70,000.00 CAD annually

Benefits:

· Dental care

· Ability to Work from Home

Schedule:

· 8-hour shift, Monday to Friday

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• Dental care
• Paid time off
• Work from home

Experience:

• Sage CRM, Creatio or CRM platform: 2 years (required)

Work Location: In person