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

Harbor is seeking an expert Implementation Advisor with a sturdy background in CRM strategies to affix our rising crew. This place will focus on the blending of CRM choices, along with Peppermint, Dynamics, and Foundation, along with managing difficult information migration initiatives. You may collaborate fastidiously with cross-functional teams, purchasers, and stakeholders to ensure seamless CRM system implementations that meet enterprise targets. Moreover, you’ll current consulting on biggest practices/use circumstances of the strategies and suggestion on right information building.  This generally is a completely distant place which may be labored wherever inside the USA, UK or Canada.

Key Duties:

• CRM Integration: Lead the blending and customization of CRM strategies (Peppermint, Dynamics, Foundation) primarily based on client needs.
• Data Migration: Deal with information migration processes, guaranteeing the proper change of purchaser, operational, and historic information from legacy strategies into new CRM environments.
• Shopper Engagement: Act as the primary degree of contact for purchasers all by way of the implementation lifecycle, guaranteeing clear communication and expectation administration advert
• System Configuration: Collaborate with technical teams to configure, examine, and deploy CRM choices, guaranteeing alignment with client requirements.
• Teaching & Assist: Current teaching and help to client teams on CRM functionalities post-implementation.
• Course of Optimization: Work fastidiously with enterprise analysts to map client processes and decide areas for optimization inside CRM strategies.
• Mission Administration: Work with Mission Managers by providing timeline updates, risks, and the way one can mitigate.
• Documentation: Develop and hold problem documentation, along with system specs, client guides, and information migration strategies.
• Troubleshooting & QA: Set up factors all through and after implementation, coordinating with technical teams to resolve points shortly and successfully.

Required Experience & Experience:

• 3+ years of experience in CRM system implementation, ideally with Peppermint, Dynamics 365, or Foundation.
• Confirmed experience in information migration, along with extraction, transformation, and loading (ETL) processes.
• Sturdy understanding of CRM construction, information constructions, and customization capabilities.
• Technical proficiency in SQL, information mapping, and system configuration.
• Experience with problem administration methodologies, along with Agile or Waterfall.
• Sturdy problem-solving experience with a functionality to troubleshoot difficult information and system factors.
• Superb communication experience, with the ability to work together stakeholders and deal with client relationships efficiently.
• Capability to work independently and collaboratively inside a crew.

Hottest {{Qualifications}}:

• Familiarity with regulation company or expert firms enterprise processes is a plus.

About Us:

Harbor is the preeminent provider of expert firms all through approach, licensed know-how, operations, and intelligence. Our globally built-in crew of 800+ strategists, technologists, and specialists navigate alongside our purchasers – primary regulation firms, firms, and their regulation departments – to supply vital sources and invaluable insights. Anchored in a rich heritage of deep knowledge, steadfast relationships, and mutual respect, our unwavering dedication lies in shaping the best way ahead for the licensed enterprise and fostering enduring partnerships inside our neighborhood and ecosystem.

Harbor is an equal different employer. All licensed candidates will receive consideration for employment with out regard to race, ethnicity, coloration, religion, intercourse, sexual orientation, gender id, marital standing, civil union standing, nationwide origin, ancestry, age, parental standing, disabled standing, veteran standing, or each different legally protected classification, in accordance with related regulation.