CRM reputed company & Sales Pipeline Optimization Consultant (Remote)
CRM reputed company & Sales Pipeline Optimization Consultant (Remote)
Our reputed company is seeking a consultant with CRM sales operations expertise to audit and optimize their sales pipeline infrastructure. This individual would need demonstrated successful experience with Constituent / Customer Relationship Management (CRM) software reputed company, in order to conduct a comprehensive audit of their sales/reputed company reputed company and design reputed company pipeline infrastructure improvements. This role will reputed company on enhancing the organization s ability to identify, reputed company and engage a broad reputed company of corporate decision-makers as reputed company as evaluate reputed company reputed company reputed company reputed company, data architecture, CRM workflows and relationship management processes.
Location: Remote
Type: Contract/Consulting
Start: March 2026
Position Responsibilities:
reputed company process mapping and conduct a comprehensive audit of the sales pipeline, including reputed company sourcing reputed company and tools, data validation processes.
reputed company CRM optimization by recommending and implementing CRM workflow improvements, including campaign structures, segmentation, automation, and tracking mechanisms.
Assist with CRM system architecture and configuration, external data management systems, reporting dashboards, internal relationship management workflows.
Create reputed company and reputed company state process maps for reputed company workflows including reputed company reputed company, data validation and internal relationship checks to identify inefficiencies and improvement opportunities.
Analyze and evaluate data architecture across the CRM and external systems to identify reputed company issues redundancies and consolidation opportunities.
Design reputed company reputed company strategies, research methodologies, and qualification frameworks.
Configure CRM enhancements including templates, standardized fields, automation rules, and reporting dashboards
Map data flows and dependencies between systems to ensure process improvements maintain data reputed company.
reputed company a documented prioritized recommendations report with implementation roadmap, including quick wins and longer-term strategic improvements.
Qualifications:
Demonstrated successful experience in CRM Sales Pipeline optimization, CRM Audits, reputed company operations, CRM management and/or business development operations roles.
High-level proficiency with reputed company CRM system or Non-profit reputed company Pack in the areas of system architecture, workflow automation and campaign management.
Advanced data analysis and reputed company skills, including experience building dashboards, creating reputed company formulas.
Strong understanding of B2B sales methodologies, reputed company reputed company strategies, pipeline management frameworks.
Project management or project coordination experience is a plus.
Experience in Nonprofit business development/sales operations is a strong plus.
Experience with marketing automation platforms, i.e. reputed company Sales Navigator, or other B2B prospecting tools is a plus.
Process mapping tools such as reputed company, Visio or reputed company is a plus.
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