The Consultant reviews, analyzes, and evaluates business systems, business requirements and user needs. They are able to independently formulate and implement more complex systems / solutions that meet client business strategies.  The consultant is responsible for conducting meetings and preparing business process documentation, process flow analysis, technology-enabled process improvement/redesign, requirements definition, data modeling and detailed functional design.  This person begins to demonstrate expertise in major / minor areas.  The consultant relies on instructions and pre-established guidelines to perform the functions of the job.  The consultant is able to lead specific portions of projects or manage their own engagements.

  • Works effectively individually and with Coastal Cloud and client team members toward customer satisfaction and success
  • Takes direction from project team members and immediate supervisor, but takes initiative and shows leadership when appropriate
  • Is able to exercise independent judgment on small and medium sized client engagements, or take a lead role on key components of a larger project
  • Demonstrates the ability to perform administration / configuration / data migration / integration duties as directed
  • Is able to effectively facilitate meetings and demonstrate brainstorming / consensus building skills
Required Skills/Experience/Education
  • Technical Background / Degree Program preferred
  • Able to discuss experience with or similar CRM
  • Possesses excellent oral and written communication skills
  • Ability to work independently
  • Willingness to travel nationally and internationally
  • Able to discuss the benefits of a Software as a Service (SaaS) model
  • Basic Knowledge of implementation and configuration of enterprise systems such as CRM or ERP
  • Ability to learn quickly and think creatively
  • Team player with strong interpersonal skills and ability to take a leadership role when necessary
  • Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
  • Requires a bachelor degree in a related area, 3-5 years of work experience in the field and at least 1 year of consulting experience
Additional job requirements
  • Business Process
  • Process Flow Analysis
  • Requirements Definition
  • Configuration Workbook
  • Data Models
  • Detailed Functional Design
  • Project Plan
  • Seeks opportunities to develop professional skills
  • Achieves one technical certification each quarter as specified by immediate supervisor/manager
  • Travels with client or project team as needed building skills