CRM Solutions Consultant

Accountabilities:

• • Lead cross-functional discovery workshops with Marketing, Sales, Customer Success, and Finance stakeholders to understand complex business processes and translate operational needs into structured requirements.
  • Map business processes into user stories, process flows, business requirements documentation, and requirements traceability matrices, ensuring solutions remain aligned with approved business objectives.
  • Conduct Fit-Gap and impact analyses to determine whether requirements should be addressed through standard platform capabilities or custom development, while assessing downstream effects across interconnected systems.
  • Analyze data models and design appropriate custom objects, fields, schemas, and API payloads to support reliable multi-system data flows.
  • Configure and optimize CRM and business applications, including lead ingestion, data governance, scoring, synchronization, CPQ processes, product bundles, pricing, quote templates, renewals, and customer-success workflows.
  • Design financial integrations connecting closed-won opportunities with billing and professional-services systems and ultimately into the ERP general ledger.
  • Build and maintain high-volume Workato integration recipes, including conditional logic, exception handling, and automated rollback mechanisms.
  • Define QA strategies, regression criteria, test environments, and testing processes across integrated platforms.
  • Develop and execute comprehensive test scripts and System Integration Testing (SIT) to validate end-to-end workflows and protect cross-system data integrity.
  • Lead User Acceptance Testing (UAT), including preparation of test scenarios, validation checklists, business-user guidance, and final sign-off coordination.
  • Drive cross-platform root cause analysis, prioritization, and resolution of defects identified during testing or after deployment.
  • Collaborate with technical and business teams using Agile/Scrum practices to deliver reliable, scalable solutions.

  Requirements:

  • Bring 7–10+ years of experience in enterprise applications, including at least 4 years leading requirements gathering, solution design, and testing across CRM, Customer Success, and Finance platforms.
  • Demonstrate deep technical and functional expertise with HubSpot, Salesforce, Salesforce CPQ, Certinia, NetSuite, and Workato or a comparable iPaaS platform.
  • Have strong knowledge of Salesforce technologies such as Apex, LWC, Flows, and SOQL, together with practical SQL capabilities.
  • Possess a thorough understanding of the Lead-to-Cash lifecycle, SaaS metrics such as MRR, ARR, and NRR, and core accounting principles.
  • Demonstrate strong experience designing integrations and data flows across multiple enterprise platforms, with an understanding of schemas, APIs, dependencies, and downstream financial impacts.
  • Be highly experienced in QA strategy, regression testing, SIT, UAT, defect management, and root cause analysis.
  • Have strong knowledge of Agile/Scrum methodologies and experience with tools such as Jira, Confluence, or Azure DevOps.
  • Demonstrate excellent stakeholder-management and communication skills, with the ability to translate ambiguous business requirements into clear technical solutions.
  • Be analytical, structured, detail-oriented, and comfortable managing complex dependencies across multiple systems.
  • Preferred: Hands-on experience with Chargebee or QuickBooks.
  • Preferred: Relevant certifications such as Salesforce Certified Business Analyst, Salesforce CPQ Specialist, or Certinia Professional.
  • Preferred: Experience with automated regression testing tools such as Selenium.

  Benefits:

  • Full-time, home-based/remote position in India.
  • Flexible working environment designed to support collaboration and productivity.
  • Opportunities to work with a broad enterprise technology ecosystem spanning CRM, CPQ, customer success, finance, ERP, and iPaaS solutions.
  • Exposure to complex, cross-functional transformation initiatives with significant operational impact.
  • Opportunities for professional development, career progression, and skills growth.
  • Collaborative environment with teams across multiple business functions and geographies.
  • Opportunity to take ownership of solution architecture, automation, integration, and quality initiatives.