Job Description

Role: CRM Strategy & Systems Integration Consultant

Location: Remote

Duration: 3-6 months +

Key Responsibilities:

• CRM Assessment & Strategy
  Evaluate existing CRM platforms (Salesforce, HubSpot) and recommend optimal solutions based on business needs, scalability, and long-term viability. Ensure seamless alignment with NetSuite for sales, marketing, and reporting functions.
• Systems Integration
  Collaborate with internal teams and NetSuite stakeholders to define CRM-ERP architecture. Identify integration risks and develop mitigation strategies, including role definition and resource planning.
• Operational Leadership
  Provide hands-on support to bridge internal knowledge gaps. Lead CRM-related initiatives from ideation through implementation, ensuring cross-functional alignment across marketing, sales, and product teams.
• CRM Migration & GTM Alignment
  Support customer segmentation, product mapping, and CRM migration/unification efforts. Drive integration that supports a unified GTM strategy and operational execution.

Qualifications:

• Proven track record of leading CRM integrations and GTM strategy development.
• Strong understanding of Salesforce, HubSpot, and NetSuite platforms.
• Experience in SaaS, healthcare, and private equity (preferred).
• Excellent communication and stakeholder management skills.
• Ability to operate both strategically and tactically in fast-paced environments.

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