Senior Consultant, CRM (AEC)

Unanet is seeking a Senior Consultant to lead CRM implementation and advisory engagements for Architecture, Engineering, and Construction (AEC) organizations. This is a business-led consulting role—not a configuration-only position. You will help clients connect their business goals, client-development practices, people, processes, data, and technology to a practical CRM solution that supports measurable results.

As a trusted advisor to client leaders, you will guide discovery and solution decisions, lead delivery across project workstreams, and help clients adopt Unanet CRM. You will balance strategic perspective with hands-on implementation leadership while managing multiple engagements and collaborating with internal delivery teams.

What You'll Do

• Lead CRM implementations and related integrated solutions to meet the agreed scope, schedule, budget, and quality expectations.
• Build trusted relationships with executive sponsors and stakeholders across business development, marketing, project delivery, operations, finance, and IT.
• Facilitate outcome-focused discovery and workshops to understand client goals, current practices, requirements, roles, data, measures, and adoption needs.
• Assess current-state CRM and business-development processes and guide clients toward a practical future state that reflects AEC industry practices.
• Translate business needs into clear requirements, solution options, configuration decisions, dependencies, risks, and delivery plans.
• Guide CRM solution design and configuration—including workflows, data structures, reporting, dashboards, and integrations—alongside technical specialists and solution architects.
• Coordinate data migration and integration work with client stakeholders and Unanet specialists so teams can use data from multiple sources in the solution.
• Lead project planning, status communications, meeting facilitation, documentation, follow-up, and stakeholder alignment; manage scope, risks, priorities, and deadlines across concurrent engagements.
• Demonstrate Unanet CRM capabilities and plan and deliver role-appropriate end-user training and enablement, remotely or onsite.
• Support organizational readiness, adoption, and value realization; identify and address delivery concerns and customer escalations.
• Partner with project managers, consultants, technical teams, customer success, sales, and product to deliver a coherent customer experience.
• Meet Professional Services performance expectations, which may include customer satisfaction, time-to-value, budgeted delivered hours, realization, and utilization.
• Share client insights and delivery feedback to strengthen Unanet’s methodology, playbooks, and delivery standards.
• Your First 90 Days
• First 30 days
• Complete onboarding and build relationships across Professional Services and key cross-functional teams.
• Learn Unanet CRM, the customer journey, delivery standards, internal tools, and the business-led consulting approach.
• Set up and explore the CRM demonstration environment; attend available product and role training.
• Shadow client discovery, project meetings, demonstrations, and delivery reviews.
• First 60 Days
• Work with a mentor and delivery team as you take ownership of specific portions of a client engagement.
• Prepare for and facilitate client sessions; document decisions, requirements, risks, and follow-up actions.
• Apply outcome-focused discovery to connect client goals with CRM processes, configuration, data, integrations, and adoption needs.
• Begin managing project milestones and competing priorities across assigned work, while progressing toward role-specific Professional Services expectations.
• First 90 Days
• Independently lead CRM workstreams or projects you own, from planning and client communication through delivery and follow-up.
• Demonstrate sound judgment in scope, risk, stakeholder alignment, and customer escalations.
• Deliver clear, business-focused recommendations and support client training, adoption, and value realization.
• Demonstrate working proficiency in Unanet CRM and provide actionable feedback to improve delivery practices and enablement materials.
• Who You Are
• 5+ years of experience in business consulting, professional services, software implementation, organizational transformation, or a related field.
• Experience leading CRM or enterprise software implementations, including responsibility for project outcomes and client relationships.
• Strong business-process analysis, requirements definition, and future-state design skills; able to connect business strategy to practical implementation.
• Demonstrated ability to lead executive and cross-functional workshops, build alignment, and communicate recommendations clearly.
• Strong project and stakeholder management skills, including the ability to manage scope, budgets, timelines, risks, and competing priorities across multiple projects.
• Excellent organization, documentation, communication, facilitation, and follow-through skills.
• Willingness and ability to travel up to 25% annually.
• Your Differentiators
• Experience with Unanet CRM or other CRM platforms used by AEC firms.
• Familiarity with AEC business-development processes such as client and contact management, pursuits, proposals, teaming, and pipeline management.
• Experience with CRM integrations, data migration, reporting, analytics, or connected ERP solutions.
• Experience with change management, customer adoption, organizational readiness, or value realization.
• Bachelor’s degree or equivalent relevant experience.
• Our Values
• We are a Team.
• Employees, customers, and partners working together.
• We are Customer-Focused.
• Customers are the heart of everything we do.
• We are Driven.
• Seeking exceptional outcomes.
• We Own our Success.
• Every employee has a stake in our company.
• We do the right thing and have fun in the process.

The salary range for this opportunity is $88,800 - 116,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.