CRM/DMS Consultant

Voyager Partners Consultancy Inc.

Chennai, India

5-7 Years

This job is no longer accepting applications

Posted 4 months ago

Job Description

Description

Key Responsibilities :

Manage end-to-end Sales, Service, Warranty, and Spares workflows in CRM.
Configure and support CRM modules related to customer lifecycle, dealer interactions, and business operations.
Maintain and enhance CRM processes, ensuring alignment with organizational business rules.
Support and optimize processes related to Billing, Invoicing, Retail B2C, and order management.
Work closely with Finance and Sales teams to ensure seamless O2C workflows.
Troubleshoot O2C issues and recommend system/process improvements.
Implement and support integrations with Tally and other dealer systems.
Manage real-time or batch data synchronization between CRM and DMS platforms.
Collaborate with technical teams to validate interface specifications, API payloads, and data mapping.
Work with REST APIs for data exchange between CRM and external systems.
Analyze, develop, and validate BI Reports for business insights and operational tracking.
Create detailed test cases, perform UAT coordination, and ensure quality deliverables.
Maintain CRM master data including products, customers, pricing, warranties, and dealer information.
Configure and manage organizational hierarchies and operational workflows.
Ensure clean data governance and version control.
Act as a liaison between business teams, dealers, and IT.
Conduct detailed requirement gathering and prepare functional specifications.
Document AS-IS and TO-BE processes, specifications, and user training materials.
Handle L2/L3 support tickets and ensure timely resolution.
Perform root cause analysis and propose preventive measures.
Track and report issue trends, ensuring long-term system stability.