Remote Implementation Consultant

Summary

Join Harbor's growing team as an experienced Implementation Consultant to lead CRM system integrations and manage complex data migration projects.

Requirements

• 3+ years of experience in CRM system implementation, preferably with Peppermint, Dynamics 365, or Foundation
• Proven experience in data migration, including extraction, transformation, and loading (ETL) processes
• Strong understanding of CRM architecture, data structures, and customization capabilities
• Technical proficiency in SQL, data mapping, and system configuration
• Experience with project management methodologies, including Agile or Waterfall
• Strong problem-solving skills with an ability to troubleshoot complex data and system issues
• Excellent communication skills, with the ability to engage stakeholders and manage client relationships effectively
• Ability to work independently and collaboratively within a team

Responsibilities

• Lead the integration and customization of CRM systems (Peppermint, Dynamics, Foundation) according to client needs
• Manage data migration processes, ensuring the accurate transfer of customer, operational, and historical data from legacy systems into new CRM environments
• Act as the primary point of contact for clients throughout the implementation lifecycle, ensuring clear communication and expectation management ad
• Collaborate with technical teams to configure, test, and deploy CRM solutions, ensuring alignment with client requirements
• Provide training and support to client teams on CRM functionalities post-implementation
• Work closely with business analysts to map client processes and identify areas for optimization within CRM systems
• Work with Project Managers by providing timeline updates, risks, and how to mitigate
• Develop and maintain project documentation, including system specifications, user guides, and data migration strategies
• Identify issues during and after implementation, coordinating with technical teams to resolve problems quickly and efficiently

Preferred Qualifications

Familiarity with law firm or professional services industry processes is a plus