CRM Strategy & Systems Integration Consultant
Role: CRM Strategy & Systems Integration Consultant Location: Remote Duration: 3-6 months + Key Responsibilities: • CRM Assessment & Strategy Evaluate existing CRM platforms (Salesforce, HubSpot) and recommend optimal solutions based on business needs, scalability, and long-term viability. Ensure seamless alignment with NetSuite for sales, marketing, and reporting functions. • Systems Integration Collaborate with internal teams and NetSuite stakeholders to define CRM-ERP architecture. Identify integration risks and develop mitigation strategies, including role definition and resource planning. • Operational Leadership Provide hands-on support to bridge internal knowledge gaps. Lead CRM-related initiatives from ideation through implementation, ensuring cross-functional alignment across marketing, sales, and product teams. • CRM Migration & GTM Alignment Support customer segmentation, product mapping, and CRM migration/unification efforts. Drive integration that supports a unified GTM strategy and operational execution. Qualifications: • Proven track record of leading CRM integrations and GTM strategy development. • Strong understanding of Salesforce, HubSpot, and NetSuite platforms. • Experience in SaaS, healthcare, and private equity (preferred). • Excellent communication and stakeholder management skills. • Ability to operate both strategically and tactically in fast-paced environments.Apply Now
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