CRM Strategy & RFP Advisory Consultant
VDart
Job ID: z5G7h3l6a1kMvyS65NP3c6XILrrgB0a8ujp-EQEihCo=Job Code: VDart-2026-JR-1020Location: Plymouth, MN, 55446, United StatesSalary: USD 74 - 76 (Hourly)Contact: Venkatesan SudharsanamJob Title:CRM Strategy & RFP Advisory ConsultantLocation:Plymouth, MNDuration: ContractSeeking a senior CRM Consultant / Business Analyst / Project Manager to help evaluate the future of its Microsoft Dynamics CRM environment and lead the development of an RFP for a long-term modernization initiative.ResponsibilitiesLead stakeholder interviews and discovery sessions across business and technical teams.Assess the current Microsoft Dynamics CRM 8.2 environment, integrations, workflows, reporting, and dependencies.Evaluate future-state options including Dynamics 365 migration, new cloud implementation, hybrid approaches, and data-archiving strategies.Identify risks, timelines, business impacts, and decision points.Develop and manage the CRM modernization RFP process.Define vendor evaluation criteria and support vendor selection.Provide project management, documentation, meeting facilitation, and executive status reporting.Required Qualifications7+ years of Business Analysis, CRM Consulting, Project Management, or Solution Advisory experience.Strong Microsoft Dynamics CRM/Dynamics 365 background.Experience leading software modernization, migration, or transformation initiatives.Ability to gather requirements, facilitate workshops, and document future-state recommendations.Strong stakeholder management and executive communication skills.Experience developing RFPs, vendor evaluations, and implementation roadmaps.Preferred QualificationsDynamics CRM 8.x and Dynamics 365 migration experience.Experience with SharePoint, SQL Server, workflow automation, integrations, and legacy system modernization.Consulting experience evaluating technology strategy and implementation options.Ability to operate independently and guide executive-level decision making.SkillsCRM Strategy, RFP Advisory
$86.7k - $170.9k
Position Summary US-E-Consulting Services - AI & E - EaaS - Consultant, Strategy Growth & Transformation - FY27Position Summary Join our AI & Engineering... ...to each client’s needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate...SuggestedLocal areaFlexible hours$190k
...| WashingtonWho We AreBoston Consulting Group partners with leaders in... ...was the pioneer in business strategy when it was founded in 1963.... ...variety of topics including Tech Advisory and Delivery, Architecture,... ...of underlying systems (e.g., CRM, CMS, CPQ, SPM) and data (e.g...CRMWork at officeLocal area$150k
...| WashingtonWho We AreBoston Consulting Group partners with leaders in... ...was the pioneer in business strategy when it was founded in 1963.... ...variety of topics including Tech Advisory and Delivery, Architecture,... ...of underlying systems (e.g., CRM, CMS, CPQ, SPM) and data (e.g...CRMWork at officeLocal area$110.7k - $218.3k
...Deloitte's AM&C practice is looking for a Senior Consultant who can operate at the intersection of front-office strategy, Salesforce Data 360 architecture, and hands-on... ...projects like AdTech, MarTech, campaign automation, CRM, and lead-to-loyalty orchestration. Join us to...CRMLocal areaVisa sponsorship$86.7k - $170.9k
...relationships with clients through innovative strategies, advanced analytics, Generative AI,... ...5, 2027Work you'll doAs a Product Consultant, you will be responsible for helping clients... ...like AdTech, MarTech, campaign automation, CRM, and lead-to-loyalty orchestration. Join...CRMLocal areaVisa sponsorship$105k - $130k
...Place to Work list of “Best Workplaces in Consulting and Professional Services”.Our... ...Technology Optimization Consultants lead the strategy, planning, scheduling and management of projects... ...(ERP), Customer Relationship Management (CRM), Quality Management Systems (QMS),...CRMFull timeWork at officeWork visaRelocation packageFlexible hours- ...involvement in technology innovation, ERP and CRM counselling, Product Engineering,... ..., SOA, BPM, Data Warehousing, SharePoint Consulting and IT Infrastructure. Our other offerings... ..., CRM, Enterprise architecture, offshore advisory services ,e-commerce, Social , Mobile, Cloud...CRMWorldwide
$75k - $85k
...Hospice Care Consultant (Hcc) Lead with purpose. Advocate with heart. Make a lasting difference... ...who thrives on relationship-building, strategy, and heart-centered service. You have a... ...Proficiency in Microsoft Office Suite and CRM platforms Sensitivity to the needs of...CRMDaily paidFull timePart timeWork at officeLocal area- ...Description An HBS Senior Solutions Consultant (Senior SC) is involved in the sales process... ...relates to short and long term goals and strategies of our customers. Not only the SCI is... ...agreements. Maintain customer records, using CRM and other available tools. Visit...CRMTemporary workWork at office
$89.6k - $157k
...locations on the posting)OVERVIEWAs a Sales Operations Manager - Sales Strategy, you’ll work as a trusted partner to Regional and Segment Sales... ...business, renewals, cross-sell and upsell.Champion Salesforce/CRM data integrity, process compliance and adoption of dashboards,...CRMFull timeWork at office$124k - $178k
...wins - big and small.Supported by operating principles of being strategy-led, values-based and disciplined in execution, you’ll be inspired... ...happening.Ensure impeccable data accuracy and integrity within CRM and related systems, acting as the ultimate guardian of AMER...CRMLocal area$76.6k - $141k
...you energized by working in high-impact, cross-functional environments? Do you enjoy shaping growth strategy and supporting strategic investment decisions? As a Consultant within US Corporate Development, you will support firm leadership and senior team members in...Work at officeLocal areaRemote workWork from homeVisa sponsorship$151.7k - $270.95k
Director, Sales Strategy FCC DivisionJob DescriptionThe FCC Revenue Operations team is hiring... ..., Sales Operations, Business Operations, Consulting, Finance, or a related commercial... ...execution.Experience with Salesforce, Power BI, CRM analytics, and sales planning platforms....CRMFull timeWork at office$122.3k - $218.55k
The Associate Director, Sales Strategy is a strategic leader responsible for driving revenue growth in an FCC business unit (CT Corporation... ....Proficient in Salesforce and Power BI; experience with CRM analytics and sales planning platforms.Experience leveraging AI,...CRMFull timeWork at office$128k - $252.5k
...Summary Our Deloitte Strategy & Transactions team helps guide... ...end-to-end support and advisory services, covering areas such... ...practice is looking for a senior consultant to be a part of this incredible... ...relationship management (CRM), e-commerce, or content management...CRMLocal areaVisa sponsorship$26 - $30 per hour
...coaching and execution of company leasing strategies. Champions company objectives in three... ...management. Act as the primary leasing consultant at assigned properties, handling all... ...prospect interactions and leasing status in CRM. Follow up with prospective residents...CRMTemporary workWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift- We are looking for an ERP/CRM Consultant to support a fast-moving B2B e-commerce initiative. This position calls for deep CIMcloud knowledge and the ability to strengthen platform performance, guide technical decisions, and help deliver key project goals within an accelerated...CRM
$70k - $80k
...pressure tactics Case Design & Insurance Strategy Review in-force policy data and run... ...Maintain accurate records in Valmark's CRM, tracking opportunities, activity, and case... ...— whether in sales, case management, or advisory support ~ Comfort with technology platforms...CRMFull timeContract workWork at officeWork from homeMonday to Friday2 days per week- ...this is the environment to maximize your earnings. What You’ll Do Call and close warm and cold leads from our CRM Run virtual consultations for residential and commercial clients Sell solar financing options including loans, leases, and PPAs Build your...CRMRemote work
$97.8k - $115k
Are you ready to make an impact?We are seeking an Consultant with expertise in NetSuite to join our Technology & Experience Practice at West... ...best practices. Configure NetSuite modules such as Financials, CRM, Supply Chain, Inventory, and other relevant areas based on...CRMLocal areaImmediate startFlexible hours- ...leads the creation and implementation of integrated social media strategies across owned and paid social channels to increase brand... ...Adobe Creative Cloud (preferred) Marketing Automation and CRM platforms (preferred) Background Experiences: Bachelors...CRMFreelanceWork at office
- ...renewal and marketing strategies for complex, multi-line... ...both strategic and consultative partnerships Provide guidance... ...Participate in RFP processes, finalist presentations... ...such as CIC, CRM, ARM, or CPCU preferred... ...in accounting, tax, advisory, benefits, insurance,...CRMContract work
- ...partner, combining strategic consulting with industry-leading platforms... ...full portfolio of strategic advisory, implementation, agile-at-... ...execute work transformation strategies: modern ways of working, AI adoption... ...and in client discussionsUse CRM and sales intelligence tools...CRMFull timeShift work
$171k - $311k
...KPMG provides audit, tax and advisory services for organizations in... ...work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360... ...Responsibilities:Lead the product strategy and roadmap for KPMG's growth... ...platforms, spanning CRM, seller and sales leader experiences...CRMH1bLocal area$85.1k - $161.7k
...s why there’s nowhere like RSM.Treasury Consulting Professionals - Global Treasury PracticeWe... ...Technology, Treasury Operations and Advisory, Finance Transformation, and Treasury within... ...and optimizationTreasury technology strategy and digital transformationTreasury operations...Full timeWork experience placementInternshipWork at officeLocal area$128k - $252.5k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through... ...comprehensive end-to-end support and advisory services, covering areas such as... ...impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity...Work experience placementLocal areaVisa sponsorship$223.7k - $372.9k
Position Summary M&A Human Capital Due Diligence, Sr Consultant Our Deloitte Strategy & Transactions team helps guide clients through their... ...initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost...Start working todayLocal areaVisa sponsorshipFlexible hours$114.73k - $155.22k
...The Professional Team Growth Consultant serves as a trusted consultant to financial advisors and advisory teams providing strategic consulting on practice management... ...behavioral change and adoption of recommended strategies. Additional Expertise Advanced knowledge...Hourly payFull timeContract workWork at officeLocal areaRemote workFlexible hours$50k - $60k
...design and data driven architecture to offer scalable solutions and strategies for today and the future. Employment at ImageTrend is not... ..., including owning the communication process and ensuring the CRM, ticketing, or other internal systems are updated according to...CRMFull timeWork experience placementImmediate startRemote workFlexible hoursShift work- ...placements. Relationship Management: develop long-term client and candidate relationships that drive repeat and referral business. Pipeline & CRM Management: maintain accurate business development, recruiting, candidate, and placement activity within the company’s ATS/CRM....CRMPermanent employmentFull timeRemote workWork from home
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