What does a CRM Consultant do?

Customer relation management (CRM) consultants provide support for businesses seeking to improve their customer service practices. They work with companies to identify customer service needs, including introducing new customer relationship management software or training employees on best practices. They gather relevant data and access information to establish a solution. Once they have collected relevant data, a CRM consultant gives recommendations and provides training to meet business goals and recommendations that might include new software, marketing strategies, or other initiatives that improve customer needs.

CRM consultants gather data, provide software recommendations, and communicate their ideas effectively to other managers and employees. They respond quickly to customer needs and collect detailed information to assist in their outreach and research efforts. They also follow up on the implemented strategies to change or amend new policies that ensure maximum customer relation satisfaction. CRM consultants need a minimum bachelor's degree in information technology or computer science.

What responsibilities are common for CRM Consultant jobs?
  • Work closely with internal stakeholders to build best in class CRM marketing campaigns.
  • Collaborate with team members to create a holistic CRM strategy
  • Analyze email marketing results and enacts measures for improvement.
  • Further, own segmentation strategy, technology, research, and initiatives to improve the customer experience.
  • The Director of CRM and life cycle Marketing is responsible will drive the vision and strategy for our CRM efforts to engage customers and deliver business growth.
  • Train the sales team on new processes, create documentation and usage guide.
  • The Senior CRM Analyst role will work with other CRM Analysts to analyze business processes and identify opportunities to apply technology and improve efficiencies, while promoting best practices.
  • Oversee email testing and inbox rendering. ensures viewability and performance across all major email clients and devices.
  • Develop, execute and sustain email address acquisition program. identify unique acquisition opportunities and provide regular reporting on acquisition efforts.
  • Develop and document policies, procedures and standards relating to database management.
  • Responsible for supplementary revenue generation email programs including cart abandonment, upgrade program behavioral targeting.
  • Coordinate targeting strategies for customer acquisition and retention to drive incremental sales, ROI and customer engagement.
  • Use data and insights to hyper-personalize experiences and optimize in real-time.
  • Manage team of specialists who will execute day to day campaigns.
  • Facilitate formal email approval process and collects feedback from internal and external stakeholders.
  • Provide reporting on a property and portfolio-wide level via monthly, quarterly, semi-annually and annual cadences.
  • Seek guidance and direction as necessary for performance of duties.
  • Analyze campaign performance to quantify success and/or identify potential opportunities.
What are the typical qualifications for CRM Consultant jobs?
  • Bachelor's or Graduate's Degree in business, computer science, information systems or software engineering, or equivalent experience.
  • Prior consulting experience.
  • Comfortable with client interaction and leadership roles.
  • Fluent in business process analysis and requirements analysis.
  • Will strive for workforce optimization.
  • Fluent in applicable software, systems, and processes, such as XML, CPQ and APIs.
  • A collaborator and critical thinker with sound attention to detail and prioritization skills.
Work/Life Balance
3.6 ★
Total Pay--
Career Opportunity
3.6 ★
Avg. Experience2-4 years

How much does a CRM Consultant make near United States?

$104,291 /yr
Total Pay

Base Pay


Additional Pay


 / yr
Most Likely Range
Possible Range
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CRM Consultant Career Path

Learn how to become a CRM Consultant, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

CRM Consultant

Years of Experience Distribution

0 - 1
2 - 4
5 - 7
Not including years spent in education and/or training

CRM Consultant Insights

Read what CRM Consultant professionals have to say about their job experiences and view top companies for this career.
CRM Executive
Aug 12, 2021

“Learning is the best phase in an organisation and getting opportunity to learn is the good prospects of an employee.”

Origin 63Origin 63
Senior CRM Consultant
Jun 16, 2022

“I am never overworked and feel like I can actually have a good work life balance.”

White GloveWhite Glove
CRM Manager
Apr 2, 2021

“My coworkers were always willing to teach me new things and I felt like my ideas and opinions were heard.”

Scalable SystemsScalable Systems
CRM Executive
Jun 27, 2022

“Support from seniors and a lot of opportunities to test your skills and grow in your career.”

EKTA WorldEKTA World
CRM Manager
Dec 27, 2022

“If you are okay with salary delay then this is the best company to work for”

University of Southern QueenslandUniversity of Southern Queensland
Senior CRM Analyst
Mar 10, 2022

“Very competitive pay unless you get into higher technical roles which would pay better in private companies.”

Inspire Medical SystemsInspire Medical Systems
CRM Analyst
Dec 19, 2021

“Good base pay and initial and ongoing stock options.”

IndoAsian BuildConIndoAsian BuildCon
CRM Executive
Sep 5, 2022

“Keeps personal and private life separate.”

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CRM Consultant Interviews

Frequently asked questions about the roles and responsibilities of a CRM Consultant

The most similar professions to CRM Consultant are:
  • Process Analyst
  • Operations Analyst
  • Business Systems Analyst
  • Business Analyst

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CRM Consultant Jobs