Remote CRM Consultant

Champion Inclusive Technology, Shape Client Relationships Worldwide

Welcome to a role designed for those who understand the power of connection. As a Remote CRM Consultant, you won’t just be deploying platforms or integrating systems. You’ll be the heart of how clients connect, engage, and grow with their customer base. If you believe in making meaningful relationships through technology and contributing to a culture that values every voice, this could be your next great chapter.

We believe success is driven not only by expertise but by empathy. Our company culture is founded on authenticity, compassion, and a deep commitment to fostering a workplace where inclusion and equity flourish. Whether you're fine-tuning a Salesforce workflow or guiding a nonprofit through its digital transformation, your work will empower diverse teams and improve lives.

Key Responsibilities and Core Duties

Client-Focused CRM Strategy

• Collaborate with cross-functional teams to tailor CRM systems that elevate customer experiences and streamline internal processes.
• Translate stakeholder needs into actionable CRM strategies, ensuring every user’s voice is represented.

CRM System Optimization and Customization

• Customize CRM tools (e.g., Salesforce, HubSpot, Zoho) based on industry-specific goals, team workflows, and long-term scalability.
• Audit existing CRM environments and provide intuitive solutions for more efficient, user-friendly experiences.

Training, Support, and Reporting

• Conduct user training for diverse teams to ensure adoption and fluency across departments.
• Serve as the primary point of contact for CRM queries and improvements, acting as a trusted advisor for long-term growth.
• Build data-informed reports and dashboards to help leadership teams draw powerful insights from user behavior and system usage.
• Monitor and analyze customer engagement metrics to optimize ongoing CRM campaigns.

Collaborative and Inclusive Work Environment

A Culture of Belonging and Respect

We deeply understand the importance of inclusive collaboration. Here, team members worldwide contribute to a welcoming environment founded on mutual respect and a shared knowledge base. We don’t just accept differences—we celebrate them.

Employee Empowerment and Participation

Whether it’s your first remote CRM role or you’ve worked across several industries, you’ll find a supportive, open-minded team ready to co-create success. You’ll attend inclusive workshops, join feedback circles, and have opportunities to mentor peers from varied backgrounds.

Tools, Platforms, and Digital Ecosystem

CRM and Data Tools

• Salesforce
• Microsoft Dynamics 365
• HubSpot
• Zoho CRM

Business Intelligence and Analytics

• Power BI
• Tableau
• Google Data Studio

Communication and Collaboration

• Slack
• Microsoft Teams
• Confluence
• Notion

Integration and Security

• Zapier
• Workato
• Mulesoft
• AWS, Azure
• GDPR-compliant platforms

All tools are carefully selected to support accessibility, including screen reader compatibility, multilingual documentation, and assistive technology options.

Qualifications and Desired Background

Essential Experience and Skills

• Demonstrated experience managing or consulting on CRM systems with measurable results
• Strong understanding of CRM workflows, sales pipelines, marketing automation, and data governance
• Skill in simplifying intricate procedures into digestible, actionable guidance
• Clear, empathetic communication skills with both technical and non-technical stakeholders
• Confidence working across various time zones in a fully remote team
• Experience working with clients from sectors like education, healthcare, SaaS, or nonprofit
• A growth mindset that values feedback and continuous improvement

Additional Qualifications (Preferred)

• Fluency in multiple CRM platforms and APIs
• Familiarity with change management practices in digital environments
• Experience mentoring junior team members or facilitating inclusive learning sessions
• Certification in one or more CRM systems

Remote Work Culture and Flexibility

Embrace Work-from-Anywhere Lifestyle

Your office could be your kitchen, a co-working space, or a cabin in the woods. Wherever you plug in, you'll join a truly global, collaborative environment. We honor flexible schedules, believing that life doesn’t always happen after hours.

Values-Driven Collaboration

Team retreats are organized around accessibility and comfort. Async communication is supported through structured tools, and we maintain safe spaces for open discussion and innovation.

Growth Opportunities and Long-Term Development

Personal and Professional Advancement

• Participate in industry panels on customer experience
• Contribute to CRM implementation playbooks used by future team members
• Lead diversity-centered development sessions to share your voice and insight
• Collaborate with the DEI committee on expanding access to digital tools for underserved communities

We don’t just create space for growth—we actively invest in it.

Compensation and Inclusive Benefits

This remote role offers a competitive annual salary of $126,983 along with a thoughtful benefits package, including:

• Remote work stipend
• Flexible paid leave
• Professional development allowance
• Inclusive parental and family leave
• Access to mental health and well-being programs

Call to Action: Join a Purpose-Driven CRM Team

If you're someone who finds purpose in creating clarity, improving processes, and helping people connect better with their clients and one another, this role is your platform. You won’t just be a Remote CRM Consultant—you’ll be a relationship strategist, a systems storyteller, and an inclusion advocate.