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[Remote] CRM Consultant (Creatio)

Remote, USA Full-time Posted 2026-06-17

Note: The job is a remote job and is open to candidates in USA. Net at Work is one of North America’s largest technology advisors and solution providers for small and mid-size businesses. The CRM Consultant (Creatio) will implement enterprise-class CRM platforms, focusing on understanding client needs and delivering functional solutions to enhance user adoption and satisfaction.

Responsibilities

  • Conducts analysis of client business processes and defines functional requirements. Map these objectives to Creatio’s capabilities and toolsets. Prepare appropriate documentation to communicate and validate designs with client stakeholders
  • Help clients validate and evaluate options and prioritize potential scope based on what your client values and needs most
  • Collaborate with team members to align on and validate project scope and the effort required to successfully implement that scope
  • Ensure all project documentation and artifact requirements are accessible and completed timely
  • Lead project execution from start to finish for your assigned project team
  • Manage project scope, plan, and budget effectively to maintain control, ensure results and manage risk
  • Documents all project requirements as needed (user stories, system element utilization, development efforts above and beyond standard system functionality, etc.) in department-approved formats, allowing for active customer participation in the project’s deliverables and setting clear expectations on those deliverables
  • Configure core system elements using out of the box tools for elements such as data model setup, reporting, analytics and workflow configuration. Note, this is not a "programmatic" or developer role, but the ability to use native application tools to build out a final solution is key. You will be hands-on during the implementation process
  • Lead and manage user acceptance testing cycles and conduct end user training sessions
  • Successfully anticipate, identify and resolve issues and concerns both internally and externally to proactively ensure customer satisfaction. Professionally and proactively handle problems and/or conflict to resolution and escalate internally where appropriate
  • Ensure client needs continue to be met throughout the customer’s lifecycle to include support requests, additional projects, etc. These needs may be ad hoc or through a structured care and maintenance program

Skills

  • Bachelor's degree in computer science, information technology, quality assurance, or equivalent, required. Relevant work experience will be considered as an equivalent for candidates whose academic background is not in these areas
  • 5 or more years implementing CRM solutions and projects. 2+ years should be in a client facing role where you defined the functional solution to be implemented
  • Demonstratable experience with an enterprise class CRM solution such as those listed above
  • A strong understanding and demonstrable skill set with managing project scope, analysis & requirements definition, as well task definition within a project plan
  • Experience leading projects using waterfall or agile methodology are both equally relevant and desired
  • Experience in a consulting or professional services organization is required
  • Strong business expertise, keen understanding of CRM solutions for business needs, and an ability to align functional solutions to an organization's needs
  • Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product prototype demonstrations, etc
  • Ability to effectively prioritize and execute tasks
  • Experience with Creatio, Dynamics 365 Sales, or Sage CRM is preferred, but other relevant experience will be considered
  • Certifications in any of these platforms is a strong plus and differentiator
  • Experience with Digital marketing solutions tied to CRM is also a strong plus

Benefits

  • Health and Welfare (Medical, Dental, Vision)
  • Accident, Critical Illness, and Hospital Indemnity
  • Employee Assistance Program (EAP)
  • Life and AD&D Insurance
  • Short- and Long-Term Disability Insurance
  • Flexible Spending Accounts
  • Transportation and Parking Accounts
  • Health Savings Accounts (with company contribution)
  • Retirement Planning (401k with matching contribution)
  • Legal Benefits
  • Identity Theft Protection
  • Pet Insurance
  • Wellness Program Offerings
  • Paid Time Off, accrued per pay period based on years of service starting at 15 days annually.
  • 8 Paid Holidays per year, including 1 floating holiday.

Company Overview

  • Net at Work is a Business Management Solution provider for the Chemical Industry. It was founded in 1996, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://www.netatwork.com.

Company H1B Sponsorship

  • Net at Work has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.

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