CRM Solutions Consultant

Job description

Accountabilities: Lead cross-functional discovery workshops with Marketing, Sales, Customer Success, and Finance stakeholders to understand complex business processes and translate operational needs into structured requirements. Map business processes into user stories, process flows, business requirements documentation, and requirements traceability matrices, ensuring solutions remain aligned with approved business objectives. Conduct Fit-Gap and impact analyses to determine whether requirements should be addressed through standard platform capabilities or custom development, while assessing downstream effects across interconnected systems. Analyze data models and design appropriate custom objects, fields, schemas, and API payloads to support reliable multi-system data flows. Configure and optimize CRM and business applications, including lead ingestion, data governance, scoring, synchronization, CPQ processes, product bundles, pricing, quote templates, renewals, and customer-success workflows. Design financial integrations connecting closed-won opportunities with billing and professional-services systems and ultimately into the ERP general ledger. Build and maintain high-volume Workato integration recipes, including conditional logic, exception handling, and automated rollback mechanisms. Define QA strategies, regression criteria, test environments, and testing processes across integrated platforms. Develop and execute comprehensive test scripts and System Integration Testing (SIT) to validate end-to-end workflows and protect cross-system data integrity. Lead User Acceptance Testing (UAT), including preparation of test scenarios, validation checklists, business-user guidance, and final sign-off coordination. Drive cross-platform root cause analysis, prioritization, and resolution of defects identified during testing or after deployment. Collaborate with technical and business teams using Agile/Scrum practices to deliver reliable, scalable solutions. Requirements: Bring 7–10+ years of experience in enterprise applications, including at least 4 years leading requirements gathering, solution design, and testing across CRM, Customer Success, and Finance platforms. Demonstrate deep technical and functional expertise with HubSpot, Salesforce, Salesforce CPQ, Certinia, NetSuite, and Workato or a comparable iPaaS platform. Have strong knowledge of Salesforce technologies such as Apex, LWC, Flows, and SOQL, together with practical SQL capabilities. Possess a thorough understanding of the Lead-to-Cash lifecycle, SaaS metrics such as MRR, ARR, and NRR, and core accounting principles. Demonstrate strong experience designing integrations and data flows across multiple enterprise platforms, with an understanding of schemas, APIs, dependencies, and downstream financial impacts. Be highly experienced in QA strategy, regression testing, SIT, UAT, defect management, and root cause analysis. Have strong knowledge of Agile/Scrum methodologies and experience with tools such as Jira, Confluence, or Azure DevOps. Demonstrate excellent stakeholder-management and communication skills, with the ability to translate ambiguous business requirements into clear technical solutions. Be analytical, structured, detail-oriented, and comfortable managing complex dependencies across multiple systems. Preferred: Hands-on experience with Chargebee or QuickBooks. Preferred: Relevant certifications such as Salesforce Certified Business Analyst, Salesforce CPQ Specialist, or Certinia Professional. Preferred: Experience with automated regression testing tools such as Selenium. Benefits: Full-time, home-based/remote position in India. Flexible working environment designed to support collaboration and productivity. Opportunities to work with a broad enterprise technology ecosystem spanning CRM, CPQ, customer success, finance, ERP, and iPaaS solutions. Exposure to complex, cross-functional transformation initiatives with significant operational impact. Opportunities for professional development, career progression, and skills growth. Collaborative environment with teams across multiple business functions and geographies. Opportunity to take ownership of solution architecture, automation, integration, and quality initiatives. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a CRM Solutions Consultant based in India. This role offers the opportunity to shape the architecture and delivery of a sophisticated CRM and business applications ecosystem. You will bridge business needs and technical solutions across Marketing, Sales, Customer Success, and Finance. The position combines business analysis, solution architecture, system configuration, integration, and quality assurance. You will work across platforms including HubSpot, Salesforce, CPQ, Certinia, NetSuite, and Workato to streamline the Lead-to-Cash lifecycle. Your work will directly influence data quality, automation, operational efficiency, and financial accuracy. This is a highly collaborative role suited to an experienced techno-functional professional who enjoys solving complex, cross-platform challenges in a fast-moving environment.