CRM Solution Engineer

Our client is seeking a senior CRM Solution Engineer to provide technical leadership throughout the evaluation and selection of a customer relationship management (CRM) platform.

This role requires strong architectural capability, hands-on technical expertise, and experience leading complex CRM assessment and implementation initiatives.The successful CRM Solution Engineer will translate business needs into scalable, secure, and user-centred technical solutions.

• CRM Evaluation and SelectionDefine technical and functional evaluation criteria, assess CRM platforms, and contribute to short-listing and recommendation decisions.

• Solution Design and ArchitectureDevelop end-to-end solution designs, configure functional prototypes, and ensure proposed solutions align with business and technical requirements.

• Technical LeadershipProvide technical guidance across the initiative, present findings and recommendations to stakeholders, and contribute to delivery planning where required.

• Stakeholder CollaborationWork closely with cross-functional teams, including business representatives and project resources, to support successful outcomes.

• Vendor EngagementEngage with CRM vendors during the evaluation process, including technical discussions, demonstrations, and clarification of capabilities.

• Risk and Governance ManagementIdentify technical risks, define mitigation strategies, and ensure alignment with security, privacy, and data governance standards.

• User-Centred and Agile DeliveryApply agile delivery approaches and user-focused design principles to optimise workflows and improve end-user experience.

• Innovation and Emerging TechnologiesAssess and incorporate AI-enabled capabilities to enhance efficiency, insight, and automation within CRM solutions.

• Professional ExperienceMinimum of 8 years' experience in CRM solution engineering, technical architecture, or closely related roles, including experience in technical leadership.

• Technical Capabilities

  • Experience with cloud-based CRM platforms and API-driven integrations

  • Hands-on exposure to enterprise CRM solutions

  • Strong understanding of data migration, data quality, and system integration approaches

• Delivery MethodologiesProficiency in agile delivery frameworks and user-centred design practices.

• InnovationPractical experience applying AI or automation technologies to improve business processes

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