Jobs and Careers

Senior CRM Consultant

UKRemotefull_timeVerifiedPosted 10 Jul 2026

About the role

This is a remote position.

We are seeking a strategic, business-minded Senior CRM Consultant to lead the optimization, governance, and long-term roadmap of our core GTM infrastructure. In this role, you will act as the principal architect of our revenue ecosystem, transforming complex business strategies into elegant, scalable CRM solutions.

The ideal candidate is a master of platform capabilities, business process design, and data strategy who thrives in a fast-paced, highly competitive environment. You do not need to write code; instead, you possess exceptional logical problem-solving skills to leverage native CRM features, advanced validation logic, declarative (no-code/low-code) automation, and strategic data mapping to maximize revenue velocity across Sales, Marketing, and Customer Success.

Roles & Responsibilities

1. CRM Functional Architecture & System Health

Solution Blueprinting: Translate complex business requirements into clear functional specifications, designing custom objects, fields, advanced validation rules, and page layouts tailored to diverse team personas.
Database Governance & Hygiene: Establish and oversee data reconciliation frameworks to continuously audit duplicate records, resolve field mismatches, and maintain a rigorous "Single Source of Truth."
Data Migration Management: 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.

2. Ecosystem Automation & Tools Alignment

Process Automation: 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.
Sales Engagement Strategy: Define contact-syncing rules, sequence architectures, and platform cadences within Sales Engagement Tools (Outreach, Salesloft) to optimize the handoff from Marketing to Sales.
Account Planning Frameworks: Construct collaborative, repeatable key-account planning templates directly inside the CRM to facilitate cross-functional account expansion and retention.

3. CPQ Process Design

CPQ Configuration & Guardrails: 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.

4. GTM Strategy & Marketing Operations Alignment

Marketing Tech Integration: 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.
AdTech & Tracking Oversight: 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.
Data Segmentation: Build and maintain advanced data segments aligned with our Ideal Customer Profile (ICP) to fuel automated pipeline plays and outbound initiatives.

5. Executive Insights, Analytics, & Performance Reporting

Executive Dashboards: Build and maintain real-time, executive-level revenue dashboards tracking pipeline velocity, conversion rates, forecasting benchmarks, and net revenue retention (NRR).
QBR Data Synthesis: 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.

6. Business Process Agility & Rapid Problem-Solving

Adaptive Solutioning: Thrive in a fluid environment by quickly analyzing shifting business models and translating brand-new GTM strategies into clean, logical CRM architecture.
Critical Root-Cause Analysis: Apply strong logical reasoning to diagnose and troubleshoot system edge-cases, data loops, or s