Sales CRM Consultant

Job Description

As a Sales Customer Relationship Management (CRM) Consultant, you will lead strategic CRM initiatives that enhance sales enablement and portfolio management capabilities. You will serve as a Salesforce Administrator responsible for maintaining data integrity, optimizing user experience, and delivering scalable solutions across CRM operations and contract lifecycle management.

Work location:

Dallas, TX Headquarters. Must be U.S. citizen or have current work authorization (no sponsorship).

• Manage and lead strategic CRM system solutions and implementation efforts using best practice project planning techniques.
• Build and develop solutions for performance and portfolio management within CRM tools.
• Provide ongoing system administration to ensure data integrity, quality, and efficiency.
• Manage all new user set‑ups and deactivations, including transferring ownership of accounts, contacts, and opportunities.
• Create and update workflow approval processes, configure changes, and develop and maintain API scripts and custom controls.
• Develop and maintain naming conventions for pick lists, report folders, dashboards, etc., and modify role hierarchy, profiles, and sharing models as required.
• Modify and customize objects, create custom fields, and modify pick list values.
• Perform mass data imports using API or other tools and conduct data clean‑up as required.
• Maintain and improve user adoption rates by defining, implementing, and monitoring adoption solutions.
• Implement ongoing change requests and administrative needs of users.
• Evaluate existing business processes and systems to identify gaps and opportunities for improvement.
• Develop business intelligence reports to support KPIs, performance, portfolio, and pipeline management.
• Work with users to analyze requirements, identify gaps, develop designs, and implement solutions.
• Serve as point of contact for technical teams and business end users during design and test phases.
• Develop training plans, materials, and documentation for end users; coordinate new user and ongoing training sessions.
• Maintain system documentation and CRM policies/procedures.
• Train and provide mentorship to CRM Systems Administrators.
• Serve as a sales enablement resource for the Sales Operations team throughout the selling cycle.

• Must be able to meet any physical ability requirements listed on this description.
• Ability to work independently with limited supervision, handling highly detail‑oriented tasks under tight time frames, with multiple concurrent assignments.
• High level of responsibility and ability to provide direction in a team‑oriented environment.
• Excellent mathematical, problem‑solving, and organizational skills.
• Detail‑oriented while still seeing the big picture.
• Initiative, entrepreneurial mindset, and creativity.
• Knowledge of Microsoft Office products, SQL, and Adobe Suite (Omniture) is a plus.

We are committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristics.