CRM Implementation Coordinator

Position Summary:

Reporting to the Director, Digital Systems, the CRM Implementation Coordinator is responsible for configuring, customizing, and maintaining the Creatio CRM platform to meet evolving business requirements. This role combines technical skill with strong problem-solving and communication skills to ensure seamless CRM operations, user adoption, and continuous improvement.

Job Responsibilities:

• Configure, customize, and maintain Creatio CRM based on business requirements. Implement workflows, business processes, data models, fields/objects, dashboards, and automations.
• Participate in requirement gathering, solution design, testing, and deployment.
• Execute pre- and post-implementation activities, including configuration, testing, go-live support, and documentation.
• Provide user support, troubleshooting issues, and ensure timely resolution for field users, regional directors, and internal teams
• Create detailed documentation, including requirement notes, testing plans, and release notes if required.
• Participate in discussions with internal teams to identify process gaps and suggest CRM improvements.
• Actively upskill through Creatio Academy programs and continuously learn new CRM capabilities.
• Collaborate with other departments and vendors as needed for integration, testing, and support.
• Any additional duties needed to help demonstrate our core values, drive our vision, and fulfill our mission.

Competencies:

• Self-Management
• Teamwork
• Problem Solving

• Analytical Thinking
• Initiative
• Interpersonal Skills
• Communication
• Accountability & Integrity
• Technical Proficiency

Qualifications:

Required:

• Able to effectively communicate in English.
• Frontend:
  • Creatio CRM (Hands-on configuration, workflows, objects, dashboards)
  • Basic reporting & dashboarding
  • Understanding of CRM UX/UI modules
• Backend:
  • MS Office Suite:
    • MS Word
    • MS Excel
    • MS PowerPoint
  • Creatio CRM administrative tools:

• Object configuration

• Section wizard
  • Business processes
  • Roles & permissions
• Basic data skills:
  • Data import/export
  • CSV handling
  • Duplicate management
  • Basic troubleshooting of integrations
  • Basic HTML editing for Creatio email templates
  • Familiarity with tracking, landing pages, or forms
• Strong work culture, ethics and integrity.
• Self-driven and proactive learning mindset.
• Excellent interpersonal skills and team collaboration.
• Ability to simplify technical topics for non-technical users.
• Ability to prioritize tasks and manage time effectively.

Preferred:

• Frontend:
  • Marketo Engage (email templates, smart campaigns, basic automation)

• Experience with other CRMs (Salesforce, Zoho, Dynamics, HubSpot)

Physical Demands and Working Conditions

Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

This is a full-time position. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Learn more at BNI.com

An equal opportunity employer.