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 solutions.

The 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, Make.com, 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.

Senior CRM Consultant

Key skills

About this role