CRM Consultant

Pasona N A, Inc.
New York, NY Full Time
POSTED ON 4/3/2024

Title: CRM Consultant

Location: New York, NY


  • Solution Architect Activity
  • Continually research current and emerging technologies and propose changes where needed.
  • Select subjects to research, define main research tasks, and create a road map of research and development based on current business opportunities and market needs.
  • Provide updates to stakeholders on research processes, costs, and budgets on a regular basis.
  • Research and assess the selected subject, do feasibility studies, and establish a prototype system using the selected technology.
  • Document the results of the research activities in a report.
  • Based on the assessment of the selected technology, create a draft of service menus and a draft of the sales proposal.
  • Support pre-sales activities in coming up with a solution for a potential client, estimating efforts to achieve the solution, presenting the benefits of the new solution, and providing a demo.
  • Manage activities that take place during requirement gathering, solution ideation, solution design, and solution implementation.
  • Provide supervision and guidance to teams.


  • Engineering Activity
  • Define technical/non-functional requirements of customer’s business system
  • Design, plan, and deploy the system change and/or code, while discussing technical aspects with outsource vendors
  • Estimate and plan efforts necessary for system change and code deployment
  • Troubleshoot system error and/or software bugs, and provide workarounds.
  • Propose reasonable solutions to root cause of system error and/or software bugs.
  • Design system behavior or use case scenarios and develop program code to meet requirements
  • Provide necessary documents for effective support
  • Acquire and apply knowledge of new technology
  • Collaborate with senior engineers to identify and solve variety of problems
  • Participates in multi implementation projects or customer supports
  • Follow project schedules (WBS)
  • Follow support service plan for maintenance support
  • Performs system tests (integration test, regression test, performance test)
  • Proposes improvements of client’s business system
  • Follow or assist Grade3 engineers in documenting, configuring, and testing tasks in project or support


  • Analysis Activity
  • Record his/her daily work logs every day in the work log system, such as Sprint back Log and SharePoint
  • Analyze actual versus forecast of assigned support cases and assigned projects.
  • Analyze the situations of assigned support cases or assigned projects and come up with improvement plans or solutions
  • Prepare and report for his/her line manager regarding statuses of assigned projects/support cases.
  • Come up with improvement plans or solutions based on the above analysis and execute them arranging stakeholders by him/herself
  • Prepare and report for his/her line manager regarding statuses of assigned projects/support cases


  • Management Activity
  • Provide leadership for team members by building and motivating them to meet project/support goals, adhering to their responsibilities and project/support milestones
  • Guide team members to solve issues they have and to acquire higher skills
  • Coordinate internal resources and third parties/vendors for the flawless execution of projects and supports
  • Ensure that all projects and supports are delivered on-time, within scope and within budget


  • Other
  • Value teamwork covering absence of teammates and supporting them
  • Shift work time as directed by supervisor or manager
  • Comply with laws, regulations, Employee Handbook and the operation rules defined in the assigned teams
  • Backup and educate Grade1 engineers to accumulate ERP system knowledge or customer support
  • Collaborate with colleagues to exchange information.
  • Makes efforts to gain knowledge of IT service management and project management.
  • Performs special projects and other miscellaneous duties as assigned by manager and other senior management.
  • Maintains high ethical standards in the work place.
  • Maintains good communication with supervisors, office staff members and outside contacts.
  • Complies with all company policies and procedures.
  • Responsible for maintaining a clean and safe working area.


To apply please email your resume to jwilliams@pasona.com

Salary.com Estimation for CRM Consultant in New York, NY
$85,234 to $108,610
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