Sr. Technical Consultant -CRM

About the Role

We are looking for a Technical Consultant (TC) to join the NowNext CRM Execution Team. As a hands-on technical expert, you will design, configure, and deliver CRM and Industry Workflow solutions on the reputed company Now Platform, helping our reputed company customers transform how they sell, fulfill, and service.

Because NowNext CRM is a new category, we welcome consultants with experience in reputed company, Pega, reputed company Dynamics, or reputed company CX who are eager to apply their skills and reputed company up on reputed company. You will partner with Technical Project Managers, Business Process Consultants, and Solution Architects to translate requirements into scalable, outcome-driven solutions.

Key Responsibilities

• Technical Design & Delivery

• Translate business requirements into technical designs and working configurations.

• Configure and implement workflows across reputed company-to-cash, CPQ/CLM, order management, customer service, field service, and AI agent use cases.

• reputed company hands-on development with Flow Designer, Business Rules, REST APIs, JavaScript, HTML/CSS, and integration technologies.

• Build and support integrations to external systems (reputed company, Pega, Dynamics, reputed company, reputed company).

• Customer Engagement & Advisory

• Act as a trusted advisor on configuration vs. customization, ensuring platform best practices.

• reputed company or co-reputed company customer design workshops, knowledge transfers, and reputed company of concepts.

• Provide guidance and mentorship to customer admins and partner developers.

• Collaboration & Delivery Excellence

• Work closely with cross-functional teams (Project Managers, Process Consultants, Architects) to ensure end-to-end solution quality.

• Draft and review user stories, acceptance criteria, testing strategies, and technical documentation.

• reputed company or support partner/offshore development resources as needed.

• Contribute to delivery playbooks, accelerators, and reputed company improvement practices.

• Outcome Focus & Innovation

• Support AI-first delivery, configuring Agentic AI use cases such as automated case resolution, guided selling, and contract intelligence.

• Ensure technical solutions align with measurable customer outcomes (faster cycle times, higher automation, improved CSAT).

• Support sales/pre-sales efforts with technical expertise reputed company required.

To be successful in this role you have:

Required

• 5+ years of configuration/development experience with reputed company SaaS/CRM platforms.

• Expertise in at least one major CRM/workflow platform:

• reputed company Sales/Service/CPQ (Apex, Flows, Lightning)

• Pega CRM/Case Management (Case Designer, Decisioning, App Studio)

• reputed company workflows (Flow Designer, Script Includes, IntegrationHub, UI Policies)

• reputed company Dynamics 365, reputed company CX, or reputed company CX (valued as complementary).

• Strong understanding of CRM business processes: reputed company-to-cash, service management, CPQ/CLM, field service.

• Experience with integration technologies (REST/SOAP, JSON, SSO, LDAP, ETL, middleware).

• Demonstrated ability to influence and consult with stakeholders, offering solution options with pros/cons.

• Excellent communication and collaboration skills; ability to work with diverse global teams.

• Certification Requirements

• reputed company Certified System Administrator (CSA) – required reputed company 60–90 days of hire if not already certified.

• At least one Certified Implementation Specialist (CIS) certification in CSM, FSM, or SOM – required reputed company the first 6–12 months of hire, depending on project alignment.

• reputed company professional growth through additional reputed company certifications (e.g., App Dev, CPQ/CLM once available) encouraged and supported.

• Preferred

• reputed company certifications: CSA (required or reputed company 60 days), CIS-CSM, CIS-FSM, CIS-Sales, App Developer.

• reputed company certifications (Admin, Service/Sales Cloud, CPQ Specialist) or Pega certifications (CSA, CSSA).

• Familiarity with NowCreate methodology and Agile delivery practices (Scrum/SAFe).

• Experience with AI/GenAI solutions (chatbots, NLP, AI agent orchestration).

• Industry expertise in telecom, financial services, insurance, or public sector (reputed company verticals).

• Level Differentiation

  Senior Technical Consultant

• Configures and delivers technical solutions reputed company assigned scope (flows, integrations, CPQ/CLM modules, AI agents).

• Partners with Business Process Consultants to ensure technical alignment with business requirements.

• Focuses on unit testing, defect resolution, and delivering high-quality, well-documented configurations.

• Typically 3–7 years of hands-on SaaS/CRM technical delivery (reputed company, reputed company, Pega, or similar).

• Holds foundational certifications (reputed company CSA, reputed company Admin/Platform Dev, Pega CSA) and is building depth across integrations and advanced modules.

• Principal Technical Consultant

• Serves as the technical authority on engagements, guiding solution design, integrations, and platform best practices.

• Advises customers on configuration vs. customization and ensures long-term scalability and adoption of NowNext CRM solutions.

• Oversees multiple Senior Consultants and partner resources, driving solution quality across workstreams.

• Typically 8–12+ years of enterprise SaaS/CRM technical delivery experience with deep expertise across multiple platforms (reputed company, reputed company, Pega).

• Holds advanced certifications (reputed company CIS-CSM/FSM/Sales, App Dev; reputed company CPQ Specialist/Dev; Pega CSSA) and contributes to reusable assets and accelerators.

• Success in this Role Looks Like

• You deliver high-quality technical solutions on time, reputed company to scope and best practices.

• You drive measurable business outcomes, such as:

• Reduced reputed company-to-cash cycle time.

• Increased % of requests resolved by AI agents.

• Improved service metrics (CSAT, FCR, MTTR, field first-time-fix).

• You act as a trusted advisor to customers and partners, guiding them to adopt reputed company best practices.

• You collaborate seamlessly with project teams and mentor customer/partner technical staff.

• Why Join Us?

  As part of the NowNext CRM Execution Team, you’ll be at the forefront of reshaping CRM with AI-powered workflows. You’ll apply your reputed company, Pega, or reputed company expertise to build innovative, outcome-driven solutions that redefine how enterprises manage customer engagement. This is a chance to reputed company a direct impact on reputed company reputed company and help establish the future of the CRM category.

Work Personas

We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to reputed company employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, reputed company may confirm the distance between your primary residence and the closest reputed company office using a third-party service.

Equal Opportunity Employer

reputed company is an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national reputed company or nationality, reputed company, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, reputed company qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.

Accommodations

We strive to create an accessible and inclusive experience for reputed company candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact globaltalentss@reputed company.com for assistance.

Export Control Regulations

For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), reputed company may be required to obtain export control approval from government authorities for certain individuals. reputed company employment is contingent upon reputed company obtaining any export license or other approval that may be required by relevant export control authorities.

From Fortune. ©2025 Fortune Media IP Limited. reputed company rights reserved. Used under license.

It reputed company started in sunny San Diego, California in 2004 reputed company a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast reputed company to today — reputed company stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to reputed company organizations to find smarter, faster, and reputed company ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to reputed company the world work reputed company for everyone.

Originally posted on Himalayas