Managing Consultant - CRM Strategy Business Architect

Appirio Saint Louis , MO 63150

Posted 2 months ago

About Us

Appirio, a Wipro Company helps customers improve Worker & Customer experiences with outcome-oriented consultants who bring the latest digital thinking and unmatched cloud experience. We create actionable strategies that deliver results quickly, and help organizations adapt to a new experience-driven era. We deliver results quickly by harnessing the power of thousands of pre-built solution accelerators. Appirio is a trusted partner to some of the world's largest brands, including YP, Cardinal Health, Coca-Cola, eBay, Facebook, Home Depot, Sony PlayStation, Moen, and IBM.

Brief Summary of Role

The Managing Consultant - CRM Transformation and Strategy is a senior trusted advisor and subject matter expert, who works with clients to develop and drive key shifts of core CRM business processes, actionable strategies, and solutions aligned with customer goals to achieve specific experience, operational, and financial outcomes. The successful candidate for this director level individual contributor role brings deep knowledge of business process and technology enablements across the lead-to-cash CRM landscape and is able to proactively consult and guide customers towards best practices and efficiencies in two or more of the core business functions supported by CRM; marketing, sales, service, field services, analytics.


  • Is an expert thought leader, who contributes to CRM practice and industry through writing of articles, blogs, white papers, and participation in industry events.

  • Supports sales as a senior subject matter expert on account and opportunity teams by helping develop consulting engagement structure, proposals, and statements of work.

  • Conduct current state CRM capabilities and process assessments across all business functions and apply best practices, industry research, and competitor research to drive an optimised future state capability and process architecture.

  • Drill down on overall CRM related functional architecture by creating capability and process meaningful business requirements and traceability maps.

  • Work with clients in workshops and interview settings to identify business processes that can be enhanced through the use of CRM technology-based functionality and solutions. Lead executive workshops to articulate the value of proposed process shifts, and CRM technology investments to client organisations.

  • Assist clients in the identification, prioritisation, and sequencing of strategic business capabilities and CRM initiatives and synthesise into a cohesive roadmap.

  • Assess business function organisational structures, service offerings, and intercompany processes to define target state organisation and operating models.

  • Conduct current state CRM functional assessment across the enterprise, develop gap assessment, and recommend target state functional design with an emphasis on Salesforce solutions.

  • Facilitate workshops and interviews with all impacted business and IT stakeholders to generate business cases that are both quantitative and qualitative.

  • Provide leadership and guidance in the development of functional designs, working closely with solution and technical architects to define and create best practice, capabilities aligned experiences.

Education and Required Experience (Requirements)

  • 5+ years general management consulting/software consulting experience

  • 8+ years experience with CRM software in enterprise environments ( required), and/or across multiple industry verticals.

  • Excellent verbal communication including the ability to relate well with others and ability to adapt style as needed.

  • Strong writing skills including the ability to synthesize information into clear, concise messages both for detailed analytical reports and executive summaries

  • Experience in building complex business cases and gathering measurable benefits

  • Solid technical background in CRM technologies and related integrations.

  • Hands on business analysis responsibilities for end-to-end software implementation projects, including project vision, requirements documentation, process design, configure, QA, and rollout

  • Experience designing and documenting business process domains and maps

  • Understanding of enterprise software, particularly cloud based technologies across two or more of the following solution domains: Sales, Service, Marketing Automation, HCM, and Learning Management.

  • Understanding of software delivery methodologies in order to provide leadership and recommendations when needed.

  • Customer-focused with high quality standards.

  • Ability to quickly build trusted relationships and thrive in a client site environment - prior experience working for a consulting services company or as an independent consultant is ideal.

  • Substantial experience in process definition and business requirements documentation.

  • Significant experience with preparing and leading workshops and facilitations.

  • Ability to work with non-technical business leaders and technical resources to document and define systems

  • Ability to work independently as well as with a team to drive results based on individual experience

  • Ability to work independently, work with a remote team, think creatively, manage own time, and take the initiative to help drive CRM transformation and strategy projects.

  • Located in North America.

  • Fluent in English

  • Bachelor's degree, preferably in Business or technology related area; or equivalent combination of education and experience. Masters degree would be advantageous.

  • Ability to work from homeemote, and travel up to 50%

We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Business Intelligence Consultant Audit Reporting & Strategy

Wells Fargo

Posted 6 days ago

VIEW JOBS 10/18/2019 12:00:00 AM 2020-01-16T00:00 Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Audit Services conducts audits and reports the results of our work to the Audit & Examinations Committee of the Board of Directors. We provide independent, objective assurance and consulting services delivered through a highly competent and diverse team. As a business partner, Audit helps the Company accomplish its objectives by bringing a systematic disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Wells Fargo Audit Services (WFAS) has an opening for a Business Intelligence Consultant – Audit Reporting & Strategy on the Visual Analytics & Internal Reporting (VAIR) team. VAIR is part of Audit Services Control Executive Function which supports the entire audit division by providing enhancements and building processes to gain efficiencies and managing all operational aspects of WFAS. VAIR's vision is to enable data driven decisioning for WFAS. VAIR provides internal operational reporting, primarily through the use of Tableau, for our audit teams and WFAS leadership groups to leverage as they perform audit activities as well as synthesizing analytic insights which drive dynamic strategic planning. VAIR reporting includes metrics and dashboards that support audit planning, issue management, time reporting, budget reporting, and many other aspects related to the operations of WFAS. The Business Intelligence Consultant – Audit Reporting & Strategy role will mentor and develop team members, work closely with internal and external partners to develop analytics, manage development projects, identify insights and key trends, and act as an internal liaison for key partners such as VAIR User Group, Plan and Issue Management Team and Audit Execution Improvement team on a variety of projects. This position will be responsible for the following: * Acting as a thought partner and mentor for team members to develop their knowledge in key areas including Tableau, data analytics and audit. * Partnering with key stakeholders from each audit group to ensure development priorities are in alignment with audience needs and feedback is incorporated into existing reporting. * Sharing and coaching techniques of visual analytics and reporting solutions with WFAS team members and leadership. * Lead projects that move the team from descriptive analytics to diagnostic, predictive and prescriptive analytics. * Growing our analytic rigor in strategic planning, including expanding our optimization & adoption initiatives, setting and guiding the execution of a robust Tableau learning/training agenda, improving our measurement tools/methodologies and introducing innovative approaches to derive insight and provide thoughtful strategic oversight of analytic efforts. * Driving improvements to the delivery and quality of VAIR products, including data driven key risk alerts. * Developing presentations for senior leadership to socialize ideas, VAIR team strategies, results and programs. * Delivering data-driven insights and producing recommendations to support strategic direction and business prioritization. * Conducting data analysis and partnering with enterprise analytics teams to develop bespoke analytics. * Performing regular and ad hoc quantitative and qualitative analysis across and within the WFAS platform and SAOG teams. Required Qualifications * 8+ years of experience in one or a combination of the following: reporting, analytics, or modeling; or a Masters degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 5+ years of experience in one or a combination of the following: reporting, analytics, or modeling Desired Qualifications * Extensive knowledge and understanding of research and analysis * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Strong organizational, multi-tasking, and prioritizing skills * Ability to lead projects/initiatives with high risk and complexity * Ability to develop operational reporting and performing complex data analysis * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * Advanced problem solving and technical troubleshooting capabilities Other Desired Qualifications * 5+ years of SQL experience in Oracle, Teradata and SQL Server. * 3+ years of Tableau experience. * Ability to assist leading the team from descriptive analytics to diagnostic, predictive and prescriptive analytics. * A leader who thrives on initiating, building and cultivating strong relationships; highly collaborative; possesses strong influence skills; navigates and activates alignment across organizational silos. * Manage end users' expectations, establish credibility at all levels and build problem-solving partnerships across WFAS. * Innovative leader who will challenge the status quo, propose innovative ideas, and stand up for brave ideas in order to drive significant, measurable improvements. * Experience with Natural Language Processing (NLP) and Natural Language Generation (NLG). * Experience with Python. Job Expectations * Ability to travel up to 10% of the time Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Wells Fargo Saint Louis MO

Managing Consultant - CRM Strategy Business Architect