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CRM Senior Specialist

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3–7 years of professional experience as a CRM Functional Consultant.

Strong hands-on experience with configurable or low-code CRM platforms.

Proven expertise across CRM modules including Sales, Marketing, Customer Service, and Case Management.

Solid understanding of CRM data models, entities, workflows, business rules, and automation.

Experience designing approvals, SLAs, dashboards, and KPI-driven reports.

Familiarity with business process modeling standards (BPMN or equivalent).

Experience working with CRM integrations involving ERP systems, billing, customer portals, and third-party tools.

Strong documentation skills, including functional specifications and user stories.

Lead requirement gathering and discovery workshops with business stakeholders.

Translate business needs into clear functional designs, configurations, and process flows.

Configure CRM modules, workflows, approvals, SLAs, and automation using platform-native capabilities.

Act as the functional bridge between business users and technical delivery teams.

Support solution demos, walkthroughs, and design validation sessions.

Lead and support User Acceptance Testing (UAT), data migration validation, and go-live activities.

Provide post-go-live support and continuous improvement recommendations.

Deliver training, documentation, and knowledge transfer to end users and support teams