• Create custom statements of work for new and existing customers• Designated lead consultant for CRM platform migrations as point of contact for sales support, escalation support, and Cloud• Support Release Readiness for consulting team for quarterly releases • Act as CRM Recruit Migration functional lead/subject matter expert with duties below

• Gather and analyze customer requirements based on current business practices• Improve customer business processes by using CRM best practices while considering the higher education industry practices• Build customer solutions, configurations, and customizations based on requirements gathering• Analyze and conduct change management techniques for upgrade customers• Conduct remote customer webinars with 40+ attendees, providing best practice techniques• Attend annual conference as speaker, leading presentations for 100+ attendees regarding higher education best practices in relation to software services• Conduct remote and onsite customer training based on the scope of service and client needs• Assist in sales support and lead scoping calls for the sales team• Assist technical support team (Ellucian Action Line) by taking ownership of support tickets during high volume periods• Assist in designing and executing customer UAT testing for the entire consulting center• Act as project manager and lead customer status calls to determine overall status of the project with customer stakeholders• Act as point of escalation for customer technical support to communicate with upper management• Create consultant and customer-facing job aids and learning guides• Assist in designing data migration project for 100+ CRM customers moving from MS Dynamics CRM 2011 to 2016• Assist in Release Readiness for consulting team for quarterly releases• Identify project risks and issues and mitigate using necessary escalation points• Lead consultant (associate-level, contractors) on-boarding and mentoring

• Assist in designing data migration project for 100+ CRM customers moving from MS Dynamics CRM 2011 to 2016/365• Work with over 20 customers on various implementation stages and complete platform upgrades• Assist in gathering, analyzing, and documenting customer requirements based on business practices• Consult, configure, and train on CRM and ERP/SIS data points • Create customer-facing and consultant documentation for CRM processes• Lead entire lifecycle of data migration projects as functional consultant • Lead and train associate-level and contractors on solutions and mentoring• Assist technical support analysts with support cases during high-volume time periods

• Reach or exceed assigned sales goals• Implement sales strategies and call prioritization• Mine existing and prospective clients for referral business• Establish and maintain good customer relations with both internal and external customers• Cross-sell other ADP solutions to existing clients• Build network via phone with key decision makers• Specialize in small business HR products• Analyze, consult, and train clients based on current and future business practices and goals• Define clients through Salesforce.com and Oracle

• Provide application support through learning and development with clients and software maintenance by fulfilling inquiries and requests in a professional and timely manner• Retain recurrent contact with clients through phone calls and visits and by conducting training sessions• Broadcast emails about software updates and issues• Operations/Data Entry: Buyer and Supplier Creation duties such as product list creation, importing and exporting data, cross-referencing data • Test software from every aspect to assure customers and employees can use application at its full potential• Train all new and existing clients on application