CRM Implementation Specialist

The CRM Implementation Specialist is responsible for leading end-to-end CRM system implementations and optimizations for a portfolio of partner businesses. This role is based in Scottsdale, Arizona and serves as a key liaison between technical systems and business operations, ensuring smooth onboarding, strong data integrity, and consistent processes across multiple business environments. The position plays a critical role in accelerating system adoption and enabling operational visibility through standardized workflows and reporting.

Key Responsibilities

• Lead full lifecycle CRM implementations, from initial setup through go-live
• Configure system components including workflows, pricing structures, and integrations
• Develop and standardize templates to ensure consistency across multiple business units
• Create and maintain documentation, training materials, and implementation guides
• Train business stakeholders on system functionality and best practices
• Design and build reporting dashboards to provide actionable business insights
• Monitor data integrity and ensure accuracy across all system configurations
• Identify and resolve implementation challenges to improve efficiency and timelines
• Provide post-implementation support, troubleshooting, and ongoing system optimization
• Collaborate with internal leadership to improve processes and drive adoption

Qualifications:

Required Qualifications

• 2+ years of hands-on CRM implementation or administration experience
• Strong expertise in configuring CRM systems, including workflows, reporting, and integrations
• Proven project management skills with the ability to manage multiple implementations simultaneously
• Experience creating training materials and translating technical concepts for non-technical users
• Strong attention to detail with a focus on data accuracy and process consistency
• Excellent communication and stakeholder management skills
• Ability to work independently in a fast-paced, evolving environment
• Bachelor’s degree or equivalent professional experience

Preferred Qualifications (Nice-to-Haves)

• Experience with field service or home services industry platforms
• Background in system migrations or large-scale process transformations
• Familiarity with accounting workflows or financial system integrations
• Advanced certifications related to CRM platforms or system administration

Compensation

About Us

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