Note: The job is a remote job and is open to candidates in USA. Embrace Software Inc is seeking a strategic, business-minded Senior CRM Consultant to lead the optimization, governance, and long-term roadmap of their core GTM infrastructure. The role involves acting as the principal architect of the revenue ecosystem, transforming complex business strategies into scalable CRM solutions while managing data migration and ensuring system health.
Responsibilities
- Translate complex business requirements into clear functional specifications, designing custom objects, fields, advanced validation rules, and page layouts tailored to diverse team personas
- Establish and oversee data reconciliation frameworks to continuously audit duplicate records, resolve field mismatches, and maintain a rigorous 'Single Source of Truth.'
- Act as the strategic lead for data migration projects, defining the re-mapping of legacy database architectures and overseeing mass imports from legacy tools to ensure data continuity
- Design and implement robust, declarative (no-code/low-code) workflows and process maps
- Oversee business logic for standard iPaaS connections (such as Zapier, Make.com, or Workato) to ensure cross-platform data flow
- Define contact-syncing rules, sequence architectures, and platform cadences within Sales Engagement Tools (Outreach, Salesloft) to optimize the handoff from Marketing to Sales
- Construct collaborative, repeatable key-account planning templates directly inside the CRM to facilitate cross-functional account expansion and retention
- Own the functional design, logic, and guardrails for Configure, Price, Quote (CPQ) systems
- Ensure complex pricing structures, tiered discounts, and multi-product bundles are accurately mapped so the sales team can generate compliant contracts rapidly and independently
- Manage the structural and operational alignment between Marketing Automation Platforms (HubSpot, Marketo) and the core CRM, ensuring lead scoring and lifecycle rules map perfectly to the sales pipeline
- Partner with digital marketing teams to ensure tracking infrastructure (such as LinkedIn Campaign Manager, conversion pixels, and server-to-server tracking) correctly attributes revenue data within the CRM
- Build and maintain advanced data segments aligned with our Ideal Customer Profile (ICP) to fuel automated pipeline plays and outbound initiatives
- Build and maintain real-time, executive-level revenue dashboards tracking pipeline velocity, conversion rates, forecasting benchmarks, and net revenue retention (NRR)
- Partner with revenue leadership to synthesize end-of-quarter performance data, turning raw CRM metrics into actionable insights regarding pipeline bottlenecks and win/loss trends for Quarterly Business Reviews
- Thrive in a fluid environment by quickly analyzing shifting business models and translating brand-new GTM strategies into clean, logical CRM architecture
- Apply strong logical reasoning to diagnose and troubleshoot system edge-cases, data loops, or sync bottlenecks under tight, highly competitive timelines
- Build with long-term scalability in mind, ensuring that system updates and process iterations are thoroughly executed without disrupting active sales cycles
Skills
- 5–8+ years of experience in CRM Consulting, Revenue Operations, or Sales Operations, with a proven track record of delivering end-to-end CRM implementations
- Expert-level declarative configuration skills in major CRMs (e.g., Salesforce Certified Advanced Administrator, Sales Cloud Consultant, or HubSpot Certified CRM Architect). No coding or software development background required
- Exceptional problem-solving skills with a natural ability to deconstruct complex, chaotic business challenges into structured, logical technical steps
- Proven resilience and adaptability in high-velocity, competitive landscapes where business requirements, team structures, and strategic priorities evolve rapidly
- Strong business analysis skills with an ability to challenge stakeholders constructively, refine messy processes, and prevent system over-engineering
- Solid understanding of B2B SaaS and pipeline metrics (Pipeline Velocity, Churn)
Benefits
- Competitive salary, structured based on Indian working hours.
- Comprehensive training and mentorship programs for skill and knowledge enhancement.
- Opportunities for career advancement and professional development.
- Experience collaborating with a diverse, global team within a remote work setting.
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