CRM Onboarding Consultant (US Hours)

We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them. What does Access offer you? We offer a blended approach to office working, encouraging you to collaborate and connect in one of our thriving offices. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career. On top of a competitive salary, our wellbeing days taking you to 25 days leave a year and a health contribution, you’ll also be able to choose from a range of benefits to suit you. We’re an organisation that likes to give back, so you’ll also have three charity days allocated to support a cause that matters to you. About you: We are looking for 2 senior consultant & 2 juniors As a CRM Onboarding Consultant, you will play a pivotal role in delivering a smooth, efficient, and successful onboarding journey for our customers. In this client-facing role, you will collaborate with cross-functional teams, including Product, Integration, Support, and Onboarding, to implement SHR’s Allora CRM. You will guide clients through setup, configuration, training, and go-live readiness, ensuring they are equipped for long-term success. This position requires a well-rounded skill set that blends technical expertise, project coordination, problem-solving, and customer service. Acting as a trusted advisor and primary liaison, you will help customers transition seamlessly from sales to a fully integrated operational system while driving adoption and maximizing the value of their CRM investment..This position is aligned with US business hours to provide effective support to our US-based teams and customers. Candidates must be comfortable working in this time zone. Day-to-day, you will:

• Lead Implementations: Drive successful implementations, ensuring project tasks are prioritized and timelines are managed effectively.
• Collaborate with Project Managers and clients to define business requirements and tailor CRM solutions accordingly.
• Configure and customize CRM software to align with client needs, including data migration, integrations, and workflow automation.
• Conduct end-user training sessions to ensure effective adoption and use of CRM functionalities.
• Perform comprehensive testing and troubleshooting to ensure the CRM system operates seamlessly before going live.
• Develop and maintain detailed documentation of CRM onboarding processes, client-specific configurations, and best practices.
• Training overview of the product and understanding for production retention. Cross-Functional Collaboration
• Partner with Development, Product, and Support teams to resolve technical challenges and enhance CRM implementation workflows.
• Provide technical guidance and support for L2 and L3 Maverick cases, ensuring a seamless escalation process when required. Customer Support & Success
• Serve as the primary point of contact for customers throughout the onboarding process.
• Address client concerns, provide troubleshooting assistance, and facilitate a smooth transition to ongoing support.
• Actively monitor CRM adoption post-onboarding, ensuring customers achieve their desired business outcomes. Process Improvement & Innovation
• Continuously refine onboarding strategies, workflows, and automation to improve efficiency and client satisfaction.
• Stay updated with industry trends, CRM advancements, and best practices to enhance service delivery.
• Provide feedback to Product and Development teams to drive continuous improvements in CRM functionality. Your skills and experiences might also include:
• 2-3 years of experience in CRM implementation, onboarding, or customer success.
• Strong knowledge of CRM platforms such as Salesforce, Microsoft Dynamics, Oracle, or Allora CRM.
• Ability to analyze business requirements and translate them into technical solutions.
• Excellent communication, interpersonal, and project management skills.
• Strong problem-solving abilities with keen attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Willingness to travel as needed for customer onboarding and training.
• Ability to work in a fast-paced, dynamic environment.
• Strong problem-solving skills with the ability to react and adjust quickly to changing conditions.
• Excellent communication and client management skills.
• Experience with scope management, change management, and resource management. What are we all about? The Access Group is one of the largest UK-headquartered business management software providers. It provides solutions that empower more than 160,000 small and mid-sized organisations in commercial and non-profit sectors across Europe, USA and APAC, giving every employee the freedom to do

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