Unanet CRM Administrator

Role Overview

The Unanet CRM Administrator will serve as the primary administrator and subject-matter expert for Anchor QEA’s CRM platform, Unanet. The role will strengthen the systems, data, workflows, reporting, integrations, and user practices that support business development across the firm.

What You Will Do

The primary objective of this role is to transform CRM data into trusted, actionable business intelligence that increases visibility into client relationships, sales activity, pursuits, pipeline, and forecasts. The successful candidate will bring significant hands-on Unanet CRM experience within the AEC consulting or professional services industry.

Why It Might Be a Fit

The ideal candidate will have 8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field. They will have experience configuring CRM fields, forms, workflows, permissions, business rules, reports, and dashboards, and demonstrated success improving CRM governance, data quality, adoption, and reporting.

Requirements

• 8-10 years of progressively responsible experience in CRM administration, CRM analysis, sales operations, marketing systems, business intelligence, or a related field
• Significant hands-on experience administering Unanet CRM by Cosential in an enterprise or multi-office environment
• Experience in the AEC consulting or a comparable project-based professional services industry
• Strong knowledge of AEC business development processes, including client management, opportunity tracking, pursuit stages, proposals, hit rates, forecasting, and opportunity-to-project conversion
• Experience configuring CRM fields, forms, workflows, permissions, business rules, reports, and dashboards
• Demonstrated success improving CRM governance, data quality, adoption, and reporting
• Experience developing dashboards with Power BI, Excel, native CRM tools, or comparable platforms
• Experience integrating CRM with ERP (BST experience strongly preferred), financial, project, personnel, marketing, or Microsoft 365 systems
• Strong knowledge of data mapping, migration, validation, deduplication, and quality-control practices
• Experience developing user documentation, role-based training, onboarding, and change-management programs
• Strong analytical, project-management, troubleshooting, communication, and stakeholder-management skills
• Ability to translate business needs into practical and scalable system solutions
• Bachelor’s degree in business, information systems, data analytics, marketing, finance, or a related field, or an equivalent combination of education and relevant experience

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Basic life insurance
• AD&D insurance
• Paid company and floating holidays
• Vacation
• Sick and safe time
• Retirement plan
• Annual bonus
• Billable time bonus
• Spot bonus
• Milestone anniversary bonus
• Receiving professional license/certification bonus
• Peer-reviewed publication bonus
• Employee referral bonus

Tagged as: CRM Administration