Senior CRM Consultant

This is a remote position.

We are seeking a strategic, business-minded Senior CRM Consultant to lead the optimization, governance, and long-term roadmap of our core GTM infrastructure. In this role, you will act as the principal architect of our revenue ecosystem, transforming complex business strategies into elegant, scalable CRM [link removed] ideal candidate is a master of platform capabilities, business process design, and data strategy who thrives in a fast-paced, highly competitive environment. You do not need to write code; instead, you possess exceptional logical problem-solving skills to leverage native CRM features, advanced validation logic, declarative (no-code/low-code) automation, and strategic data mapping to maximize revenue velocity across Sales, Marketing, and Customer Success.

Roles & Responsibilities

1. CRM Functional Architecture & System Health

• Solution Blueprinting: Translate complex business requirements into clear functional specifications, designing custom objects, fields, advanced validation rules, and page layouts tailored to diverse team personas.
• Database Governance & Hygiene: Establish and oversee data reconciliation frameworks to continuously audit duplicate records, resolve field mismatches, and maintain a rigorous "Single Source of Truth."
• Data Migration Management: Act as the strategic lead for data migration projects, defining the re-mapping of legacy database architectures and overseeing mass imports from legacy tools to ensure data continuity.

2. Ecosystem Automation & Tools Alignment

• Process Automation: Design and implement robust, declarative (no-code/low-code) workflows and process maps. Oversee business logic for standard iPaaS connections (such as Zapier, [link removed], or Workato) to ensure cross-platform data flow.
• Sales Engagement Strategy: Define contact-syncing rules, sequence architectures, and platform cadences within Sales Engagement Tools (Outreach, Salesloft) to optimize the handoff from Marketing to Sales.
• Account Planning Frameworks: Construct collaborative, repeatable key-account planning templates directly inside the CRM to facilitate cross-functional account expansion and retention.

3. CPQ Process Design

• CPQ Configuration & Guardrails: Own the functional design, logic, and guardrails for Configure, Price, Quote (CPQ) systems. Ensure complex pricing structures, tiered discounts, and multi-product bundles are accurately mapped so the sales team can generate compliant contracts rapidly and independently.

4. GTM Strategy & Marketing Operations Alignment

• Marketing Tech Integration: Manage the structural and operational alignment between Marketing Automation Platforms (HubSpot, Marketo) and the core CRM, ensuring lead scoring and lifecycle rules map perfectly to the sales pipeline.
• AdTech & Tracking Oversight: Partner with digital marketing teams to ensure tracking infrastructure (such as LinkedIn Campaign Manager, conversion pixels, and server-to-server tracking) correctly attributes revenue data within the CRM.
• Data Segmentation: Build and maintain advanced data segments aligned with our Ideal Customer Profile (ICP) to fuel automated pipeline plays and outbound initiatives.

5. Executive Insights, Analytics, & Performance Reporting

• Executive Dashboards: Build and maintain real-time, executive-level revenue dashboards tracking pipeline velocity, conversion rates, forecasting benchmarks, and net revenue retention (NRR).
• QBR Data Synthesis: Partner with revenue leadership to synthesize end-of-quarter performance data, turning raw CRM metrics into actionable insights regarding pipeline bottlenecks and win/loss trends for Quarterly Business Reviews.

6. Business Process Agility & Rapid Problem-Solving

• Adaptive Solutioning: Thrive in a fluid environment by quickly analyzing shifting business models and translating brand-new GTM strategies into clean, logical CRM architecture.
• Critical Root-Cause Analysis: Apply strong logical reasoning to diagnose and troubleshoot system edge-cases, data loops, or sync bottlenecks under tight, highly competitive timelines.
• Agile Change Management: Build with long-term scalability in mind, ensuring that system updates and process iterations are thoroughly executed without disrupting active sales cycles.

Requirements

• Experience: 5–8+ years of experience in CRM Consulting, Revenue Operations, or Sales Operations, with a proven track record of delivering end-to-end CRM implementations.
• Platform Expertise: Expert-level declarative configuration skills in major CRMs (e.g., Salesforce Certified Advanced Administrator, Sales Cloud Consultant, or HubSpot Certified CRM Architect). No coding or software development background required.
• Logical & Analytical Rigor: Exceptional problem-solving skills with a natural ability to deconstruct complex, chaotic business challenges into structured, logical technical steps.
• Thriving in Competitive Environments: Proven resilience and adaptability in high-velocity, competitive landscapes where business requirements, team structures, and strategic priorities evolve rapidly.
• Consultative Mindset: Strong business analysis skills with an ability to challenge stakeholders constructively, refine messy processes, and prevent system over-engineering.
• Revenue Literacy: Solid understanding of B2B SaaS and pipeline metrics (Pipeline Velocity, Churn, LTV:CAC, and ARR tracking).
• Data Migration & Governance: Proficient with data loading tools (e.g., Data Loader, DemandTools) and relational database design concepts.

Benefits

• Competitive salary, structured based on Indian working hours.
• Comprehensive training and mentorship programs for skill and knowledge enhancement.
• Opportunities for career advancement and professional development.
• Experience collaborating with a diverse, global team within a remote work setting.

Originally posted on Himalayas