Source Job

US Unlimited PTO

  • Provide consulting on best practices and overall solutions based on requirements
  • Develop, leverage, and maintain expertise in our Vault platform and CRM product
  • Develop a trusted advisor relationship with Veeva stakeholders and the customer

CRM Consulting Software Configuration Client Facing Troubleshooting

20 jobs similar to Post-Implementation Consultant - CRM Suite

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US 4w PTO

  • Lead and support HubSpot implementations, migrations, and system improvements.
  • Design and refine CRM systems across Marketing, Sales, Service, and Ops Hub.
  • Act as a trusted advisor to clients on HubSpot and RevOps strategy.

Process Pro Consulting is a 5-star Diamond HubSpot Partner Agency that helps B2B companies run smarter through better systems. They focus on building clean, usable HubSpot environments that drive real results, while working closely with clients as true partners.

Europe

  • Act as the global System Administrator for the Veeva Vault CRM platform
  • Configure and evolve core Vault CRM modules (e.g. Account Management, Call Reporting, CLM, Events Management, Campaign Manager, Approved Email, Surveys, Medical Inquiry, Cycle Plans, Event Meetings)
  • Translate complex business needs into scalable, compliant system solutions

Sobi redefines the standards of care and transforms the lives of people living with rare diseases. They are a diverse and entrepreneurial team passionate about their growth journey towards becoming a global leader, committed to an inclusive, sustainable and flexible workplace that fosters growth and development.

Europe

  • Own the customer implementation and product adoption plan for the first 60-90 days of engagement with LinkedIn Sales Solutions.
  • Learn about the business, the team and LinkedIn’s platform, LinkedIn Sales Navigator and associated tools to enable success in your role.
  • Educate customers on the value they can generate from LinkedIn Sales Navigator and how to create relationship-driven sales programs via thorough program design consultations.

LinkedIn is the world’s largest professional network, built to create economic opportunity for every member of the global workforce. They aspire to create a culture that’s built on trust, care, inclusion, and fun – where everyone can succeed.

Global

  • Set up HubSpot software according to client processes.
  • Solve complex problems by building low-code and no-code solutions.
  • Become an expert in HubSpot CRM features.

6Minded is a top-rated HubSpot Elite Partner in the CEE region, specializing in end-to-end CRM implementations that help B2B organizations operate more efficiently and scale sustainably. Our team of CRM Architects, Developers, Process Consultants, and RevOps experts delivers projects through structured, well-managed implementation programs.

US 3w PTO

  • Troubleshoot product and technical issues
  • Communicate with clients by phone and email
  • Document solutions in reusable articles to support future issue resolution

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries, with corporate headquarters in Dublin, Ireland.

US

  • Develop and maintain product expertise and a deep understanding of our clients and their workflows
  • Onboard and train new clients through remote and onsite delivery; analyzing their scheduling requirements and configuring the software to streamline workflows
  • Build trusting relationships, drive high levels of end-user satisfaction and ensure the client is maximizing the value of their Lightning Bolt investment

PerfectServe offers Best in KLAS clinical communication and physician scheduling solutions. Their mission is to accelerate speed to care by optimizing provider schedules and dynamically routing messages to the right person at the right time in any care setting.

US

  • Lead onboarding and implementation processes, managing timelines and deliverables to meet customer objectives.
  • Define success criteria and provide tailored recommendations to drive platform adoption, engagement, and ROI.
  • Build and maintain strong relationships with key stakeholders and administrators to drive satisfaction, loyalty, and long-term success.

Espresa delivers a global and all-in-one personal benefits platform for HR and people teams. With a focus on Lifestyle Spending Accounts (LSAs) and solutions focused on wellbeing, recognition, and community, Espresa powers Great Places to Work®.

US 4w PTO

  • Lead complex HubSpot implementations, migrations, and re-architecting projects.
  • Design scalable CRM architectures across Marketing, Sales, Service, and Ops Hub.
  • Act as a trusted HubSpot and RevOps advisor to B2B clients.

Process Pro Consulting is a one-stop shop for HubSpot ops, partnering closely with B2B clients to drive meaningful change. Their team of Pros helps businesses run smarter by building customized HubSpot solutions that enable revenue teams to maximize the platform’s full potential.

US

  • Configure and QA the products, identifying issues and escalating as needed
  • Support Implementation Managers in User Acceptance Testing with customers
  • Maintain and improve documentation, including configuration guides, process workflows, and testing procedures

Eleos Health aims to deliver effective behavioral care through data, measurement, and personalization, supporting clinicians in their work. It's a startup environment focused on collaboration and innovation with a team sharing a vision to enhance therapy effectiveness through technology.

$60,000–$70,000/yr
US

  • Administer and optimize our HubSpot CRM, including configuration, customization, user roles, permissions, and system settings.
  • Ensure data accuracy, consistency, and security by implementing proactive policies, data hygiene practices, and ongoing clean-up efforts.
  • Serve as the primary CRM expert for the organization, providing user support, training, and documentation to drive adoption and effective use of the platform.

CADimensions, Inc. is the premier provider of innovative tools and solutions for the Engineering and Manufacturing community. It is a collaborative team environment recognized as a Great Place to Work, where people genuinely support each other and enjoy what they do.

$100,649–$174,459/yr
4w PTO

  • Partner with Support and Optimization teams to ensure the best client experience.
  • Provide consultative guidance to clients throughout their life cycle, understanding Experian Health product capabilities.
  • Evaluate customer use of Contract Manager and Claim Scrubber products to recommend best practices.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries.

US

  • Provide onboarding and product adoption support to customers implementing the brightwheel product suite.
  • Support a rolling portfolio of approximately 100+ customer accounts over the typical 4–12 week onboarding lifecycle.
  • Diagnose, troubleshoot, and assist with resolving technical or configuration challenges customers encounter during system setup and early usage.

Brightwheel is the largest, fastest growing, and most loved platform in early education. They are a three-time Cloud 100 company, backed by top investors including Addition, Bessemer, Emerson Collective, Lowercase Capital, Notable Capital, and Mark Cuban.

$29–$31/hr
US

  • Lead the implementation process for PetDesk customers and configure the software to their needs.
  • Conduct training sessions to educate customers on using the software effectively.
  • Develop strong relationships with customers by providing exceptional support and guidance.

PetDesk provides client communication software for veterinary clinics to communicate with pet parents. They combine client engagement tools with a pet parent app to assist veterinary clinics in simplifying operations and strengthening client relationships.

US Unlimited PTO

  • Provide high quality software implementation consultancy to Flintfox customers.
  • Act as the conduit between the Customer and Technical teams, providing guidance.
  • Provide requirements analysis, solution and configuration design, implementation, training, integration, testing and production support to customers either on-site or remotely.

Enable offers an intelligent platform tailored for today's market, streamlining pricing strategies and rebate execution. They've secured significant funding after acquiring Flintfox in 2025, positioning them for substantial growth.

US

  • Lead business decision meetings as the SME and trusted advisor, providing strategic guidance and consultation with customer's business team and Intradiem champions during implementations at a large healthcare customer.
  • Manage multiple implementation projects, ensure timely completion with quality results, prioritize responsibilities, and effectively track progress.
  • Build trusted advisor relationships with the customer’s executives and Intradiem champions to consult on best practices and proven solutions, maximizing the value and benefits of their Intradiem investment.

Intradiem is a technology company on a mission to reinvent customer service through automation, developing innovative, AI-powered Intelligent Automation solutions for contact center and back-office teams. They have a "people-first" approach, treating employees and customers with dignity and respect with a family-first culture.

$90,000–$140,000/yr
US Argentina Brazil Mexico Uruguay

  • Guiding clients by presenting options, discerning trade-offs, and providing recommendations.
  • Documenting requirements and workstream plans.
  • Rapidly prototyping, testing, building, delivering, and measuring the success of solutions.

Go Nimbly aims to be a global thought leader in the RevOps space, building a brand through innovative work. They value individuals with growth mindsets and strive to create the world’s best revenue operators.

$60,000–$75,000/yr
Canada Unlimited PTO

  • Be a Procurify product expert and the main point of contact for onboarding clients.
  • Build strong client relationships and project manage the implementation process.
  • Understand client business requirements and support technical configuration and workflows.

Procurify is an AI-enhanced procurement and AP automation platform for the mid-market, making it easy for organizations to take control of spend and save money. As a remote-first company, they are trusted by hundreds of companies around the world.

Europe

  • Part of the Veeva Development Team within the Information System organization.
  • System administrator in the Veeva Quality and Regulatory systems.
  • Hands-on role combining system administration, configuration, solution design, and system evolution within the Veeva Development Cloud ecosystem.

Sobi redefines the standards of care and transforms the lives of people living with rare diseases. They are a diverse team of entrepreneurial people, with over 1,900 employees in more than 30 countries, passionate about growth towards becoming a global leader.

Canada Unlimited PTO

  • Manage and execute end-to-end implementations for mid-market and smaller enterprise customers.
  • Develop and implement strategies that enhance customer experience and expedite time to value.
  • Foster strong relationships with customers through effective communication and support.

Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

$60,000–$75,000/yr
US Unlimited PTO

  • Own the successful execution of implementation projects.
  • Collaborate with customers to gather requirements and align on the solution design.
  • Serve as a product expert to customers and internal teams.

Radicle Health offers human services software products designed to foster collaboration and innovation, helping organizations better serve their communities. They have a home for mission-driven products that support organizations in delivering essential services, where teams learn from each other and test ideas faster.