Position Title : Enterprise Project Manager - Executive (Business Analyst - CRM Consultant) 8521
Location : Columbia, SC (Hybrid - 3 days onsite)
Duration : 12 months (Extension possible)
Residency Requirement : Candidate must be a South Carolina resident (no relocation allowed).
Key Responsibilities
- Assess business needs, workflows, and customer engagement processes to identify CRM requirements and opportunities for process optimization.
- Design, configure, and implement CRM solutions aligned with agency goals and operational structures.
- Develop and document Standard Operating Procedures (SOPs) , training materials, and adoption strategies.
- Collaborate with sales, marketing, and service teams to ensure CRM tools support their operational objectives.
- Monitor CRM system performance, adoption, and ROI; provide insights and recommendations for improvement.
- Prepare and present reports for leadership and stakeholders on CRM utilization and outcomes.
- Stay current with CRM trends, emerging technologies, and best practices to drive system innovation.
- Support vendor selection and evaluation for CRM tools and integrations.
Required Skills
5+ years of experience with Microsoft Dynamics 365 CRM - configuration, implementation, and optimization.7+ years of experience in Sales Processes - workflow design, pipeline management, and process optimization.3+ years as a Business Analyst - requirement gathering, process documentation, stakeholder collaboration.Preferred Skills
CRM certifications : Microsoft Dynamics 365 Functional Consultant, Salesforce Certified Consultant, or equivalent.Experience developing training materials and SOPs for CRM end-user adoption.Familiarity with Salesforce CRM in addition to Dynamics 365.Bachelor's degree in Business, Information Systems, or a related field.About US : InterSources Inc. is a Small, Woman, and Minority-Owned Business Enterprise, ISO / IEC 27001, SOC 2 Type 2 certified company with massive 18+ years of diversified experience in providing IT Consulting Services, Artificial Intelligence, Data Analysis, Application Development, Cloud Services, Cybersecurity, Digital Marketing, ERP Management, Custom Software Development, Web Development, UI / UX Design, System Integration, QA Support etc. We make reasonable accommodations for clients and employees, and we do not discriminate based on any protected attribute including race, religion, color, national origin, gender sexual orientation, gender identity, age, or marital status. We also are a Google Cloud and Oracle partner company.