All jobs → Partner boards

CRM Selection and Implementation Consultant

None • Philadelphia, PA, US • published 2026-09-28 20:55:42.554633

Description

A newly established firm is seeking an experienced CRM consultant in Philadelphia to guide the rapid assessment, selection, setup, and launch of a practical cloud\-based customer relationship management system. We are seeking a consultant who can recommend and implement a **straightforward, flexible, web\-based CRM** appropriate for a small, growing organization. We are not seeking a Salesforce implementation or a highly bespoke/custom\-built system. The ideal platform will be intuitive for a small staff, capable of managing contacts and relationships, configurable without extensive technical dependence, and able to support clean data, reporting, segmented outreach, and future organizational growth. The consultant will work closely with leadership and a small internal team to move quickly from needs assessment through platform selection, data migration, core configuration, documentation, and staff training. **Scope of Work** The selected contractor will be responsible for the following: * Conduct a focused discovery process to understand new business’s organizational workflows, contact\-management needs, current data sources, reporting priorities, and future requirements. * Assess ...

Get jobs like this daily in Telegram: @careeri_bot