CRM Consultant - Dallas Texas

Company: Knowit Training
Location: Dallas, Texas
Posted On: 04/02/2026

We’re looking for a CRM Consultant for a project with our client in the North Dallas area. This is a contract position, responsible for the assessment of our client's current CRM and recommendation of a new CRM, more aligned with their business needs and objectives. Work can be done remotely, however availability for occasional on-site visits is required. If you’re interested, please apply today. Responsibilities: Initiate project with stakeholders via email/virtual meeting or formal Kickoff. Gather feedback and expectations. Establish communication plan, methods, frequency, and format (email, remote, in-person, etc.). Explain project phases and expectations. Establish project’s points of contact on customer’s and CI side. Establishment of a project timeline based on the customer environment and availability. Schedule discovery meetings for the following discovery phases. Qualifications: CRM Agnostic, with the ability to objectively assess and recommend available CRMs Experience working with stakeholders and end users to gather requirements and understand current state CRM usage. Excellent communication and presentation skills Preferred: Experience with Touchpoint CRM More...

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