CRM Consultant

As a CRM Consultant at With Intelligence, your main responsibilities include collaborating with clients to gather and document business requirements, designing and configuring custom CRM solutions using the FolioMetrics platform, leading system integration activities, and coordinating user acceptance testing. You'll also conduct training for end-users and remain updated on industry trends to ensure client success.

To excel as a CRM Consultant at With Intelligence, candidates should possess strong problem-solving skills, excellent communication abilities, and a passion for delivering exceptional customer service. A background in CRM strategy, system configuration, and data management is crucial, along with the ability to manage multiple client requests effectively.

New CRM Consultants at With Intelligence will receive comprehensive training on the FolioMetrics CRM platform, including system functionalities and best practices. Additionally, you will participate in user acceptance testing and gain insights into the overall CRM implementation process, ensuring you are well-prepared to assist clients.

Yes! At With Intelligence, we understand the importance of work-life balance, which is why we offer flexible working options. Our CRM Consultants can enjoy flexible Fridays, along with a hybrid working model that allows for both in-office and remote work.

As a CRM Consultant at With Intelligence, you'll enjoy a variety of benefits including a discretionary bonus structure, 24 days of annual leave increasing to 29 days, wellness programs, enhanced parental leave, and social events throughout the year. Free breakfast and an energetic work environment are also part of our offerings!

When answering this question, share specific examples of previous CRM implementations you've led or participated in. Highlight your role, the challenges faced, and how you successfully met client needs and ensured satisfaction.

In responding, discuss your preferred methods for gathering requirements, emphasizing your communication skills, interviewing techniques, and the importance of engaging clients throughout the process to elicit detailed information.

To answer this effectively, detail your experience with system integrations, explaining your collaboration with developers and the steps you take to ensure a smooth data flow, emphasizing testing and troubleshooting techniques.

When discussing training strategies, mention how you tailor training sessions based on user experience levels, utilize hands-on exercises, and provide ongoing support post-training to ensure users feel confident in using the system.

In your response, mention specific resources you use, such as industry publications, webinars, or professional networks, and discuss how you apply this knowledge to enhance client solutions.

Share a concrete example, highlighting the issue, your thought process in analyzing it, the solution you implemented, and the outcome, showing your problem-solving skills in action.

Discuss the importance of understanding client needs, usability, and scalability when designing customizations. Emphasize user feedback and continuous improvement as key factors in your design process.

Your answer should highlight your organizational skills, prioritization techniques, and how you maintain effective communication with clients to keep them informed about progress and timelines.

Express your enthusiasm for CRM by sharing personal experiences that sparked your interest, such as successful projects or the impact of effective customer data management on business growth.

Focus on your interpersonal skills in this response. Discuss your approach to understanding client concerns, maintaining professionalism, and employing conflict resolution techniques to keep the project on track.