Unanet is seeking a Senior Consultant to lead CRM implementation and advisory engagements for Architecture, Engineering, and Construction (AEC) organizations. This is a business-led consulting role—not a configuration-only position. You will help clients connect their business goals, client-development practices, people, processes, data, and technology to a practical CRM solution that supports measurable results.
As a trusted advisor to client leaders, you will guide discovery and solution decisions, lead delivery across project workstreams, and help clients adopt Unanet CRM. You will balance strategic perspective with hands-on implementation leadership while managing multiple engagements and collaborating with internal delivery teams.
What You'll Do
Lead CRM implementations and related integrated solutions to meet the agreed scope, schedule, budget, and quality expectations.
Build trusted relationships with executive sponsors and stakeholders across business development, marketing, project delivery, operations, finance, and IT.
Facilitate outcome-focused discovery and workshops to understand client goals, current practices, requirements, roles, data, measures, and adoption needs.
Assess current-state CRM and business-development processes and guide clients toward a practical future state that reflects AEC industry practices.
Translate business needs into clear requirements, solution options, configuration decisions, dependencies, risks, and delivery plans.
Guide CRM solution design and configuration—including workflows, data structures, reporting, dashboards, and integrations—alongside technical specialists and solution architects.
Coordinate data migration and integration work with client stakeholders and Unanet specialists so teams can use data from multiple sources in the solution.
Lead project planning, status communications, meeting facilitation, documentation, follow-up, and stakeholder alignment; manage scope, risks, priorities, and deadlines across concurrent engagements.
Demonstrate Unanet CRM capabilities and plan and deliver role-appropriate end-user training and enablement, remotely or onsite.
Support organizational readiness, adoption, and value realization; identify and address delivery concerns and customer escalations.
Partner with project managers, consultants, technical teams, customer success, sales, and product to deliver a coherent customer experience.
Meet Professional Services performance expectations, which may include customer satisfaction, time-to-value, budgeted delivered hours, realization, and utilization.
Share client insights and delivery feedback to strengthen Unanet’s methodology, playbooks, and delivery standards.
Your First 90 Days
First 30 days
Complete onboarding and build relationships across Professional Services and key cross-functional teams.
Learn Unanet CRM, the customer journey, delivery standards, internal tools, and the business-led consulting approach.
Set up and explore the CRM demonstration environment; attend available product and role training.
Shadow client discovery, project meetings, demonstrations, and delivery reviews.
First 60 Days
Work with a mentor and delivery team as you take ownership of specific portions of a client engagement.
Prepare for and facilitate client sessions; document decisions, requirements, risks, and follow-up actions.
Apply outcome-focused discovery to connect client goals with CRM processes, configuration, data, integrations, and adoption needs.
Begin managing project milestones and competing priorities across assigned work, while progressing toward role-specific Professional Services expectations.
First 90 Days
Independently lead CRM workstreams or projects you own, from planning and client communication through delivery and follow-up.
Demonstrate sound judgment in scope, risk, stakeholder alignment, and customer escalations.
Deliver clear, business-focused recommendations and support client training, adoption, and value realization.
Demonstrate…