- Lead the implementation of NetSuite CRM modules, including Lead Management, Opportunity Tracking, Customer Support, and Sales Forecasting.
- Customize and configure the CRM system to align with client-specific sales and customer relationship processes.
- Set up dashboards, workflows, and reports for real-time insights and better decision-making.
- Collaborate with clients to gather business requirements and conduct process mapping for CRM functions.
- Provide expert advice on best practices for managing customer relationships using NetSuite CRM.
- Act as a subject matter expert, guiding clients on optimizing their sales and customer service processes.
- Troubleshoot and resolve issues related to the CRM module of NetSuite.
- Conduct system testing, data validation, and quality assurance to ensure seamless functionality.
- Monitor system performance and suggest enhancements to improve customer relationship management efficiency.
- Develop training materials and user manuals for the CRM system.
- Conduct end-user training sessions to ensure successful adoption of the NetSuite CRM module.
- Document system configurations, customizations, and key processes for client reference.
- Assist clients in optimizing their sales processes, including lead generation, pipeline management, and customer retention strategies.
- Implement tools for tracking sales performance, customer interactions, and communication history.
- Oversee the implementation project, including planning, timeline estimation, and risk management.
- Coordinate with internal teams and client stakeholders to ensure timely and successful project delivery.
- Provide regular status updates and communicate effectively with all project participants. Manage project timelines, deliverables, and client expectations throughout the implementation process.
- Coordinate with internal teams and client stakeholders to ensure successful project delivery.
- Track project progress and report status updates to clients and senior management.
EducationBachelor’s degree in Business Administration, Sales, Marketing, or a related field.Experience3+ years of experience with Oracle NetSuite CRM or other CRM systems (e.g., Salesforce, Microsoft Dynamics CRM).Experience working with multi-channel sales environments and customer support operations.NetSuite Certification (CRM Consultant or User Certification).Proven experience in CRM implementation and process optimization. SkillsFluency in English.Excellent communication and interpersonal skills.Strong problem-solving and analytical capabilities.Ability to manage multiple projects and meet tight deadlines. Proficiency in NetSuite CRM modules, including Lead Management, Opportunity Management, and Customer Support.Knowledge of SuiteFlow, SuiteAnalytics, and basic SuiteScript is a plus.Strong understanding of sales processes, customer engagement, and marketing automation.