Search
Header navigation
CRM IMPLEMENTATION SPECIALIST

CRM IMPLEMENTATION SPECIALIST

companyGlobal Holdings
locationTulsa, OK, USA
remoteOnsite
PublishedPublished: Published today
Other

Job Details

Job Location Global Holdings LLC - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Salary Range $80,000.00 - $90,000.00 Salary/year Job Category Information Technology

Description

Global is seeking a skilled and experienced CRM Implementation Specialist to join our Implementation team. S/he will be primarily responsible for guiding new customer integrations onto our CRM and Core platforms. The CRM Implementation Specialist will collaborate with cross-functional teams to ensure successful implementation and onboarding experience for our customers.

Responsibilities Will Include

  • Engage with customer stakeholders to manage timelines, scope, and change requests.

  • Conduct discovery calls with clients to ensure a smooth onboarding and implementation process.

  • Oversee implementation projects, focusing on stakeholder engagement, end-user preparedness, internal product feedback, and creating Jira user stories.

  • Work with Product and Technology teams to ensure seamless implementations.

  • Attend regular project meetings, stand-ups, and status updates to drive priority decisions and remove roadblocks.

  • Serve as an advisor on best practices and capabilities of the CRM.

  • Act as the main contact and CRM subject matter expert during the preliminary project phase.

  • Develop strong relationships with internal business partners, including Development, Sales, Product, and Customer Success to ensure strategic use of the CRM product.

  • Support additional large-scale implementations and migrations post go-live.

Qualifications

Required Skills and Abilities

  • Strong Project Management skills especially on medium to large scale projects.

  • Experience with project management software (MS Project, Asana, etc), JIRA and Confluence

  • Excellent written and oral communication skills, with the ability to convey complex concepts clearly and effectively to all levels of an external organization.

  • Ability to produce deliverables both independently and as part of cross-functional teams to meet deadlines.

  • Exceptional ability to prioritize, manage multiple commitments, and communicate needs effectively to leadership.

  • Excellent relationship-building skills.

  • Critical thinking and an analytical approach to problem-solving, including setting, troubleshooting, and testing system configurations and processes.

  • Ability to adapt to and lead through changes in strategic direction and/or priorities.

Education and Experience

  • Bachelor’s degree in MIS or Business Admin or related work experience.

Other

  • Global will require a pre-employment drug screening.

  • In-office presence is required.