CRM Consultant
Company: Knowit Training
Location: Dallas
Posted on: April 1, 2026
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Job Description:
We’re looking for a CRM Consultant for a project with our client
in the North Dallas area. This is a contract position, responsible
for the assessment of our client's current CRM and recommendation
of a new CRM, more aligned with their business needs and
objectives. Work can be done remotely, however availability for
occasional on-site visits is required. If you’re interested, please
apply today. Responsibilities: Initiate project with stakeholders
via email/virtual meeting or formal Kickoff. Gather feedback and
expectations. Establish communication plan, methods, frequency, and
format (email, remote, in-person, etc.). Explain project phases and
expectations. Establish project’s points of contact on customer’s
and CI side. Establishment of a project timeline based on the
customer environment and availability. Schedule discovery meetings
for the following discovery phases. Qualifications: CRM Agnostic,
with the ability to objectively assess and recommend available CRMs
Experience working with stakeholders and end users to gather
requirements and understand current state CRM usage. Excellent
communication and presentation skills Preferred: Experience with
Touchpoint CRM
Keywords: Knowit Training, Carrollton , CRM Consultant, IT / Software / Systems , Dallas, Texas
