Senior Consultant, CRM (AEC)

Role overview

Lead CRM consulting and implementation engagements for architecture, engineering, and construction organizations. The role connects clients’ business goals and development practices with practical CRM processes, data, and technology, combining advisory work with hands-on delivery leadership across concurrent projects.

Responsibilities - Lead implementation delivery against agreed scope, schedule, budget, and quality goals, coordinating project plans, risks, milestones, and stakeholders. - Run discovery and workshops with client leaders to clarify goals, current practices, requirements, data, roles, and adoption needs. - Assess existing CRM and business-development processes and guide clients toward workable future-state practices. - Translate business needs into requirements, solution options, configuration decisions, dependencies, and delivery plans. - Guide design of workflows, data structures, reporting, dashboards, and integrations alongside technical specialists; coordinate data migration efforts. - Demonstrate the solution, deliver role-appropriate training, support adoption, and share client feedback to improve delivery methods.

Requirements - 5+ years in consulting, professional services, software implementation, organizational transformation, or a related field. - Experience leading CRM or enterprise software implementations and owning project outcomes and client relationships. - Strong process analysis, requirements definition, and future-state design skills. - Ability to lead executive and cross-functional workshops and communicate recommendations clearly. - Strong project and stakeholder management, including scope, budget, timeline, risks, and competing priorities. - Willingness and ability to travel up to 25% annually.

Nice to have - Experience with CRM platforms used by AEC firms, AEC business-development practices, integrations, data migration, analytics, or connected ERP solutions. - Background in change management, customer adoption, organizational readiness, or value realization; a bachelor’s degree or equivalent relevant experience.

Benefits and work setup - Annual salary range: $88,800–$116,000. The role is also eligible for equity, discretionary bonus compensation, and employee benefits, subject to applicable plans.