Strategic Consulting Business Architecture And CRM Optimization Advisor

What role will you play in the team

You will serve as a core strategic advisor specializing in customer relationship management architecture and business process re-engineering. Within our management consulting practice, you will spearhead client engagements focused on optimizing customer lifecycle operations, streamlining sales pipelines, and integrating enterprise software ecosystems. Your contributions will directly enhance client revenue capture, customer retention strategies, and organizational alignment across multifaceted operational landscapes.

What you will do

You will perform deep-dive data analyses on customer behavioral metrics, map existing CRM workflows, and architect scalable digital transformation roadmaps. You will collaborate closely with enterprise IT and sales leadership teams to configure, customize, and deploy advanced CRM software suites, ensuring seamless data flow, rigorous compliance standards, and maximum user adoption across all client business units.

Key responsibility

• Configure, customize, and administer enterprise CRM platforms including Salesforce and HubSpot to align with strategic business requirements.
• Analyze customer segmentation data, market research reports, and qualitative insights derived from Qualtrics and Nielsen analytics tools.
• Develop comprehensive process mapping and workflow documentation using Visio and Lucidchart to eliminate operational bottlenecks.
• Formulate and execute detailed project management plans, tracking implementation milestones and sprint deliverables via Jira and Asana.
• Construct advanced data visualization dashboards in Power BI and Tableau to track CRM utilization rates and sales conversion metrics.
• Conduct thorough data analysis of historical pipeline metrics using advanced Excel functionalities and VBA automation scripts.

Required Qualification and Skills

• Degree in Management Information Systems, Business Analytics, Computer Science, or a related analytical discipline.
• Deep working knowledge of major CRM software ecosystems including Salesforce configuration and HubSpot administration.
• Strong analytical foundation in data analysis, advanced Excel modeling, and VBA macro development.
• Experience with market research platforms like Qualtrics and Nielsen for gathering consumer intelligence.
• Proficiency in process mapping tools such as Visio, Lucidchart, and collaborative enterprise project management suites.
• Outstanding problem-solving capabilities, acute attention to detail, and a demonstrable history of successful client collaboration.

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Benefits Included

• Attractive base salary complemented by performance-linked incentive bonuses and annual compensation reviews.
• Comprehensive medical, life, and personal accident insurance coverage with customizable family floater options.
* Generous wellness allowance covering gym memberships, mental health counselling, and ergonomic workspace setups.
• Hybrid work model offering the flexibility of remote days combined with collaborative office sessions.
• Ample paid time off including earned leaves, festival holidays, and dedicated sabbatical provisions.
• Continuous learning environment featuring sponsored certifications in Salesforce, HubSpot, and strategic project management.

A Day in the Life

Your morning kicks off with a sprint planning session on Jira, aligning your CRM deployment tasks with the broader consulting roadmap. You then spend a few hours in Salesforce and HubSpot configuring custom objects and validation rules for a major retail client. In the afternoon, you analyze customer survey data from Qualtrics using Excel and build an interactive Power BI dashboard to showcase lead conversion rates. You end the day reviewing process maps in Visio with the client's operations director.