Implementation Consultant

Summary

Join Harbor's growing team as an experienced Implementation Consultant specializing in CRM systems. This fully remote position, available in the USA, UK, or Canada, focuses on integrating CRM solutions (Peppermint, Dynamics, and Foundation) and managing complex data migration projects. You will collaborate with clients and internal teams, ensuring seamless implementations and providing consulting on best practices. Responsibilities include leading CRM integrations, managing data migration, and providing client support and training. The role requires strong technical skills and experience in CRM implementation and data migration.

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
• 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

Benefits

This is a fully remote position that can be worked anywhere in the USA, UK or Canada