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Consulting CRM Manager, Sales Excellence - National_Office (99243)

Sales and Marketing

National Sales



Gilbert, Arizona, United States

Practice: Commercial Office, Sales Excellence

Role: Consulting CRM Manager

Level: Manager

The Consulting CRM Manager is a highly strategic and visible role and an important member of the Commercial Office, Sales Excellence team with an immediate term focus on migrating our US Consulting organization from our US CRM platform to the firm's Global CRM platform. This role reports to the US Consulting CRM Leader and is heavily focused on the overall CRM strategy for Consulting, associated business processes, technology impacts, and Organizational Change Management (OCM).

Work You'll Do

You will work directly with the Sales Excellence and US CRM leadership team to establish and monitor success program metrics, drive change management & adoption initiatives, and lead the direction of the CRM activities for Consulting using data and insights to aid leadership in leveraging US CRM platform features across Consulting.

Strategic Positioning

  • Understand the US and Global CRM platforms (built on Salesforce) to assess implications of operational and behavioral changes on reporting and contact and opportunity management
  • Develop roadmap to guide broader Consulting CRM strategy and OCM rollout (technical change requests, change impacts, change readiness, comms, end user training)
  • Support near-term CRM program management activities to move beyond leveraging US CRM solely for opportunity management and truly embrace CRM (e.g. outline approach for managing contacts and relationships and US CRM and drive top down rollout)
  • Provide meaningful, actionable insights, advice, and recommendations on historic and future US CRM performance
  • Focus on transforming information into insights and actionable decisions
  • Engage with other US Deloitte business and Global teams to align CRM strategy and change activities
  • Drive ongoing process improvements and associated use case requirements (e.g. recommending and implementing standardized reporting and analytics)
  • Manage skill development and oversees deliverables of Consulting CRM team

The Team

The U.S. Consulting Sales Excellence (SE) practice serves the Industries, Offering Portfolios and account teams in driving sales success. SE owns the sales life cycle from identification and prioritization of the opportunity all the way through to closing the deal. The Sales Excellence organization comprises several workstreams including the Sales Executive organization, the Pursuit Center of Excellence (PCOE), Proposal Studio, Pricing & Commercial Deal Support (PCDS), Competitive Intelligence, and the Science of Winning.

The team member will be aligned to the Consulting Professional National Office, comprised of professionals with various areas of focus that collectively provide mission critical services to support Consulting's overall success. Whether focused on project financials, quality and risk management, methods and tools, sales excellence, talent, leadership support, or other activities, these professionals ensure that our Firm operates efficiently and that our people can effectively serve clients every day. Our new Operating Model formalizes these functions so that we can continue to enhance their quality while providing our professionals a consistent talent experience and opportunities for growth.


  • Bachelor's or Master's degree
  • 7+ years of professional experience, preferably with experience in technology, CRM, or analytics. Sales, marketing, and / or strategy experience a plus. Salesforce CRM experience preferred

  • Strong communication skills and ability to engage across all Consulting networks and leadership (CEO, COO, Offering Portfolio & Industry Leaders, operations SMEs, and more)
  • Analytical capabilities and ability to drive insights from data
  • Unyielding focus on quality results (analyses and deliverables)
  • Team player with a successful operating in an unstructured environment
  • Ability to meet tight deadlines and dive into detail when needed along with sound decision making in complex situations

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.