Harbor: Implementation Consultant – CRM (Peppermint, Dynamics, and Foundation)

Harbor is in search of an skilled Implementation Advisor with a robust background in CRM methods to affix our rising crew. This position will concentrate on the mixing of CRM options, together with Peppermint, Dynamics, and Basis, in addition to managing complicated knowledge migration initiatives. You’ll collaborate carefully with cross-functional groups, purchasers, and stakeholders to make sure seamless CRM system implementations that meet enterprise targets. Additionally, you will present consulting on greatest practices/use circumstances of the methods and recommendation on correct knowledge construction.  This can be a absolutely distant place that may be labored wherever within the USA, UK or Canada.

Key Duties:

• CRM Integration: Lead the mixing and customization of CRM methods (Peppermint, Dynamics, Basis) based on consumer wants.
• Knowledge Migration: Handle knowledge migration processes, guaranteeing the correct switch of buyer, operational, and historic knowledge from legacy methods into new CRM environments.
• Consumer Engagement: Act as the first level of contact for purchasers all through the implementation lifecycle, guaranteeing clear communication and expectation administration advert
• System Configuration: Collaborate with technical groups to configure, check, and deploy CRM options, guaranteeing alignment with consumer necessities.
• Coaching & Help: Present coaching and assist to consumer groups on CRM functionalities post-implementation.
• Course of Optimization: Work carefully with enterprise analysts to map consumer processes and determine areas for optimization inside CRM methods.
• Mission Administration: Work with Mission Managers by offering timeline updates, dangers, and how one can mitigate.
• Documentation: Develop and keep challenge documentation, together with system specs, consumer guides, and knowledge migration methods.
• Troubleshooting & QA: Establish points throughout and after implementation, coordinating with technical groups to resolve issues shortly and effectively.

Required Expertise & Expertise:

• 3+ years of expertise in CRM system implementation, ideally with Peppermint, Dynamics 365, or Basis.
• Confirmed expertise in knowledge migration, together with extraction, transformation, and loading (ETL) processes.
• Robust understanding of CRM structure, knowledge constructions, and customization capabilities.
• Technical proficiency in SQL, knowledge mapping, and system configuration.
• Expertise with challenge administration methodologies, together with Agile or Waterfall.
• Robust problem-solving expertise with a capability to troubleshoot complicated knowledge and system points.
• Glorious communication expertise, with the power to interact stakeholders and handle consumer relationships successfully.
• Capacity to work independently and collaboratively inside a crew.

Most popular {Qualifications}:

• Familiarity with regulation agency or skilled companies business processes is a plus.

About Us:

Harbor is the preeminent supplier of skilled companies throughout technique, authorized know-how, operations, and intelligence. Our globally built-in crew of 800+ strategists, technologists, and specialists navigate alongside our purchasers – main regulation companies, companies, and their regulation departments – to offer important sources and invaluable insights. Anchored in a wealthy heritage of deep data, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the way forward for the authorized business and fostering enduring partnerships inside our neighborhood and ecosystem.

Harbor is an equal alternative employer. All certified candidates will obtain consideration for employment with out regard to race, ethnicity, coloration, faith, intercourse, sexual orientation, gender id, marital standing, civil union standing, nationwide origin, ancestry, age, parental standing, disabled standing, veteran standing, or every other legally protected classification, in accordance with relevant regulation.