Enterprise ERP/CRM Project Consultant

Summary Description

The project consultant is responsible for the management of all aspects of any LiveRoute consulting project around the implementation of ERP and/or CRM software suites. This includes project scoping, planning, execution of LiveRoute specific tasks, management of any LiveRoute resources assigned to an account and often management of both client and LiveRoute resources required to complete the project. A consultant is measured on the degree of accuracy of the execution of a project, the successful outcome of projects and related client satisfaction as well as the timeliness and accuracy of reporting and administrative tasks such as time and expense reporting.

Duties and Responsibilities

Initial customer sale

  • Engage in pre-sales & post-sales process with sales team to assist in positioning and differentiating LiveRoute professional services as part of the solution
  • Develop scoping estimates for prospective projects, including project plans, scope narrative, and pricing estimates
  • Answer questions related to implementation engagement experience
  • Draft Professional Services Statements and/or change orders of work for initial projects and follow on work

Project management

  • Follow LiveRoute (& its solution partner's) implementation approach on all projects.
  • Establish a project charter and project plan for each implementation project
  • Develop and maintain a complete project plan that outlines what clients can expect, when it can be expected and internal/external resources required for successful execution
  • Provide both internal and client facing status reporting on an agreed upon basis
  • Provide day to day management of the project and any client or LiveRoute project resources as required by the agreement.
  • Escalate any client facing issues to the Client Account Executive & management if necessary
  • If required, prepare and deliver billing for professional services invoices.

Deliverable production

  • Draft and finalize any client facing deliverables, including, but not limited to the following:
    • Functional Design Specifications
    • Technical Design Specifications
    • Test Plan
    • Training Strategy and Plan
    • Customized Training Materials (if necessary)
  • Manage the completion and promotion of any enhancements into the client site
  • Configure the application configuration (Security, Lookup items, Menus, Queries, Views, etc.) for client sites.
  • Coordinate and execute testing of enhancements for client sites as they become available
  • Customize training materials, if necessary and conduct training for the client as specified by the agreement

Practice management

  • Participate in the recruiting of additional consulting resources into LiveRoute if required.
  • Contribute deliverable templates and client samples to the consulting toolkit.
  • Lead the interface of technical relationship with Liveroute's technology vendors and principles

Credentials and Experience

  • Proven track record with project management with the implementation of comparable CRM applications, preferably through a SaaS or hosted model.
  • Proven track record of management of resources.
  • Preferable to have both ERP and CRM implementation experience
  • 8-10 years total experience with minimum 5 years of project management experience
  • Proven track record of successful client implementations (with client and employment references).
  • Highest level of integrity and adherence to transparency and good governance.
  • Ability to travel to GCC countries and Pakistan

Required Skills

  • Outstanding interpersonal and communication skills – excellent listening capability; analytical construction of message content; clear and concise delivery of message
  • Demonstrated experience managing large projects (5 or more resources) and also managing small projects simultaneously.
  • Experience planning and executing a project (project planning through completion)
  • Significant experience with processes and people involved in CRM implementations.
    • Sales force automation – lead and account management, pipeline and forecast tracking, sales activity and process management
    • Marketing – campaign construction and ROI assessment, account targeting logic and techniques
    • Customer Support – support processes, call centers, self-service support models
    • Accounting – core accounting processes, GL and charts of accounts, AP/AR, asset tracking, order and inventory management, GAAP, financial statement reporting
  • Standard Microsoft office computer skills
    • Ability to develop Microsoft PowerPoint slides to support client-specific components of sales presentations
    • Ability to develop Microsoft Word documents for proposals and RFI/RFP responses
    • Ability to develop Microsoft Excel worksheets to price a deal including forecasting of professional services

Ideal Candidate Criteria

The ideal candidate (IC) will have extensive knowledge and experience (minimum 8-10 or more years) with the implementation of CRM and ERP solutions. Big 4 is a preference, but I will consider SW consultants and consultants from boutique CRM firms and mid market ERP resellers for Netsuite, Great Plains, Solomon, AccPac, Epicor and Sage. ERP experience is a prime driver, but CRM experience and background is also a plus. The IC should have experience with both larger projects (20+ resources, multiple modules, multiple locations/Business Units) as well as smaller Mid Market clients. Experience managing multiple projects and/or internal priorities is also a plus as we will have this person doing a number of jobs simultaneously. I would also like to have someone who has managed an internal team of consultants for a pro serve firm or SW company. We'd like our first few hires to be able to do as well as lead as we grow.

Key Performance Indicators

  • Billable utilization on a monthly and annual basis.
  • Client satisfaction – measured both through formal surveys and ongoing project execution
  • Revenue of additional professional services
  • Timely completion of time reporting and forecasts
  • Forecast accuracy

Location, Hours, and Travel

  • Preference for person to work from LiveRoute headquarters so they can be more engaged with the overall team
  • Remote office acceptable if it can be separated from living space in some way with phone and internet service at candidate expense.
  • Normal business hours.
  • Travel required a minimum of 50% of the time. 50% of project work can typically be done from a home office location.

Compensation

  • Competitive & all inclusive salary

Evaluation Criteria

  1. Proven track record in project management and resource management in general (team lead or supervisor of a team)
  2. Clear, concise, and articulate communications – right content and right delivery
  3. Able to quickly assimilate client business operations and ask probing questions to better position LiveRoute and structure a complete solution.
  4. Demonstrated adaptability to different situations. (juggling multiple priorities/projects)
  5. Willingness to learn the ropes and grow with the company
  6. Capable of managing scope and risk and knowing when to escalate issues.
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