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CRM Advance Consultant

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Full Remote
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Offer summary

Qualifications:

3+ years in a consulting or technical support role, preferably in software or higher education, Basic understanding of Agile software development and project delivery, Experience with Microsoft Dynamics CRM/365 is a plus, Strong communication, analytical, and problem-solving skills..

Key responsabilities:

  • Deliver project deliverables on scope, on time, and on budget with exceptional quality.
  • Support customers in transitioning to new tools and processes through implementation efforts.
  • Conduct business process reviews and document client requirements for implementation.
  • Collaborate with clients to maximize the value of Ellucian solutions and maintain client satisfaction.

Ellucian logo
Ellucian https://www.ellucian.com
1001 - 5000 Employees
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Job description

About Ellucian

Ellucian is a global market leader in education technology. We power innovation for higher education, partnering with more than 2,900 customers across 50 countries and serving over 20 million students. Ellucian's AI-powered platform, trained on the richest dataset available in higher education, drives efficiency, personalized experiences, and strengthened engagement for all students, faculty and staff. Fueled by decades of experience with a singular focus on the unique needs of learning institutions, the Ellucian platform features best-in-class SaaS capabilities and delivers insights needed now and into the future. These solutions and services span the entire student lifecycle, from student recruitment, enrollment, and retention to workforce analytics, fundraising, and alumni engagement. Ellucian's innovative solutions, vast ecosystem of partners, and user community of more than 45,000 provide best practices leading to greater institutional success and achieving better student outcomes.

Values Rooted in Purpose

We embrace the power to lead, the courage to innovate, and the determination to grow. At our core, we believe in humanizing our approach, recognizing that our people are our greatest strength. With a shared vision of transformation, we endeavor to shape a brighter future for higher education.

About The Opportunity

We are looking for a CRM Advance Consultant to join our professional services team. This role will work with colleges and universities advancement divisions to implement a leading CRM software. This role requires both technical and functional understanding of the CRM system and a determination of continual learning and growth within the team. The agile approach to implementation we take demands a professional who is collaborative within a remote team setting, willing to take on new challenges, and work with complex situations.

Where you will make an impact

  • Deliver all project deliverables on scope, on time and on budget with exceptional quality.
  • Maintain current expertise with the latest technologies and tools to bring more efficiencies to the development process.
  • Problem solving to diagnose a problem, and gather supporting evidence to present to others to help solve the problem.
  • Supporting customers to make a smooth transition from their existing systems and processes to new tools and processes through implementation efforts and, where appropriate, ongoing consulting. Providing change management advice as appropriate
  • Business process review and analysis of client business requirements. Gather and document business requirements, discuss with clients, advise on the adoption of industry-wide practice, and brief the implementation team on requirements.
  • Configuring client systems in alignment with client needs and providing training in the use and upkeep of applications and technologies.
  • Working collaboratively with clients to derive maximum value from Ellucian solutions.
  • Using a disciplined methodology, refine onsite engagement agendas interview protocols, conduct large group presentations, and lead working group sessions that involve all key stakeholders and achieve engagement goals.
  • Take an active role in leading, identifying, communicating, and advancing internal process improvement suggestions/initiatives
  • Participate in Ellucian company-wide cross-departmental initiatives as required
  • Provide excellent higher education client service and timely problem resolution to reported issues.
  • Oversee successful implementations in areas of expertise, including activities such as keeping clients on track, recognizing and communicating ‘red flag’ issues, and working closely with the assigned project manager.
  • Consistently maintain established client satisfaction ratings for services provided.

What You Will Bring

  • Strong commitment to working well with others, collaboratively and constructively
  • Strong ability to work in a very fast-paced, high-profile, change-intensive environment
  • 3+ years in a consulting or technical support role or field, preferably in software, learning, or higher education related verticals
  • Basic understanding of Agile software development and/or project delivery
  • Ability to map out a business process using flow chart software such as Visio, Draw i.o, or Lucid Chart
  • Experience as a Business Analyst is a plus
  • Microsoft Dynamics CRM /365 experience is a plus
  • Microsoft Dynamics CRM certification is a plus
  • A basic understanding of Microsoft products, including IIS, Windows server, Active Directory, and SQL Server is preferred
  • Ability to read and understand programming languages such as SQL, Java, .Net, HTML or CSS is helpful
  • Dedicated to customer service
  • Passion for technology and software is a must
  • Inherent curiosity for demystifying the black box of technology, understanding why things work the way they do in addition to how they work
  • Demonstrated aptitude for logical application of problem-solving techniques. Ability to deconstruct complex technical issues to identify root cause issues
  • Strong communication and analytical skills
  • Strong problem-solving abilities
  • Focus and experience in achieving client outcomes
  • Demonstrated ability to communicate technical concepts to non-technical resources
  • Advanced presentation skills
  • Work closely with project managers and other team members to ensure successful project delivery
  • Experience using or consulting on Ellucian Advancement solutions; Banner Advancement, Colleague Advancement, Advance Web or CRM Advance is a plus

What makes #Ellucianlife

  • Comprehensive health coverage: medical, dental, and vision
  • Flexible time off
  • Thrive Flex Lifestyle Account (LSA) that allows you to contribute towards your health, financial or learning interests
  • 401k w/ match & BrightPlan - to help you save for the future
  • Parental Leave
  • 5 charitable days to support the community that supports us
  • Telemedicine
  • Wellness
    • Headspace Care (mental health)
    • Wellbeats (virtual fitness classes)
  • RethinkCare & Wellthy- caregiver support
  • Diversity and inclusion programs which provide access to internal employee resource groups
  • Employee referral bonuses to encourage the addition of great new people to the team
  • We Foster a learning culture with:
    • Education Assistance Program
    • Professional development opportunities

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Analytical Skills
  • Teamwork
  • Customer Service

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