CRM (Client Relationship Management) Consultant

An international IT consulting firm is seeking a CRM Consultant.


  1. Solution Architect Activity
  • Continually research current and emerging technologies and proposing changes where needed.
  • Select subjects to research, define main research tasks and create a road map of research and development based on current business opportunities and market needs.
  • Provide updates to stakeholders on research processes, costs, and budgets on a regular basis.
  • Research and assess the selected subject, do feasibility study, and establish a proto-type system using the selected technology.
  • Document the results of the research activities in a report.
  • Based on the assessment of the selected technology, create a draft of service menus and a draft of sales proposal.
  • Support pre-sales activities comping up with a solution for a potential client, estimating efforts to achieve the solution, presenting benefits of the new solution, and providing a demo.
  • Manage activities that take place during requirement gathering, solution ideation, solution design, and solution implementation.
  • Provide supervision and guidance to teams.

     2. Engineering Activity

  • Define technical/non-functional requirements of customer’s business system
  • Design, plan and deploy the system change and/or code, while discussing technical aspects with outsource vendors
  • Estimate and plan efforts necessary for system change and code deployment
  • Troubleshoot system error and/or software bugs, and provide workaround.
  • Propose reasonable solution to root cause of system error and/or software bugs.
  • Design system behavior or use case scenario and develop program code to meet the requirement
  • Provide necessary documents for effective support
  • Acquire and apply knowledge of new technology
  • Collaborate with senior engineers to identify and solve variety of problems
  • Participates in multi implementation projects or customer supports
  • Follow project schedule (WBS) for projects
  • Follow support service plan for maintenance support
  • Performs system tests (integration test, regression test, performance test)
  • Proposes improvements of client’s business system
  • Follow or assist Grade3 engineer for documenting, configuring, and testing tasks in project or support


     3. Analysis Activity

  • Record his/her daily work logs every day in the work log system, such as Sprint back Log and SharePoint
  • Analyze actual versus forecast of assigned support cases and assigned projects.
  • Analyze the situations of assigned support cases or assigned projects and come up with improvement plans or solutions
  • Prepare and report for his/her line manager regarding statuses of assigned projects/support cases.
  • Come up with improvement plans or solutions based on the above analysis and execute them arranging stakeholders by him/herself
  • Prepare and report for his/her line manager regarding statuses of assigned projects/support cases


    4. Management Activity

  • Provide leadership for team members by building and motivating them to meet project/support goals, adhering to their responsibilities and project/support milestones
  • Guide team members to solve issues they have and to acquire higher skills
  • Coordinate internal resources and third parties/vendors for the flawless execution of projects and supports
  • Ensure that all projects and supports are delivered on-time, within scope and within budget



  • Bachelor degree or higher degree
  • 3+ years’ experience as IT Consultant, preferably as CRM Consultant
  • Experience in designing IT solutions or IT architecture
  • Experience in designing/testing Saas solutions
  • Experience in project management/project support
  • Experience with Microsoft Dynamics 365 CRM a plus
  • Outstanding organizational, time management, communication, and listening skills
  • Experience in programming a plus