---
title: 'Consultant, CRM at Unanet'
canonical: 'https://feeny.ai/job/consultant-crm-unanet-in-the-dpv5ms81g94y'
type: 'job'
last_seen: '2026-11-01'
---

# Consultant, CRM at Unanet

- **Company:** Unanet
- **Location:** IN the, United States
- **Work type:** remote
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-11-01
- **Apply:** https://job-boards.greenhouse.io/unanet/jobs/8080435003

## Job description

As a CRM Professional Services Consultant, you will lead client implementations by first understanding the business goals, needs, and measures of success behind each project. You will turn that understanding into a clear delivery plan, guide clients and Unanet teams through decisions and execution, and configure the solution to support the outcomes the client values. You will own scope, timelines, budget, communication, and adoption so clients realize value from their investment.

## What You’ll Do

- Lead discovery with client stakeholders to understand business goals, workflows, priorities, and success measures
- Translate client needs into a practical project plan with clear scope, outcomes, milestones, roles, timelines, and budget
- Own implementation and integrated-solution delivery from kickoff through adoption; manage decisions, risks, dependencies, timelines, and budget to keep work on track. Monitor Professional Services outcomes, including Time-to-Value, CSAT, Budgeted Delivered Hours, realization, and utilization, and take action when performance is off plan
- Align internal teams, including Data Migration and Data Integration resources and client stakeholders around priorities, responsibilities, and delivery commitments
- Partner with client stakeholders and data specialists to map, transform, and validate data from multiple sources so it supports the client's business processes in Unanet
- Recommend and configure the solution to meet client objectives, applying industry best practices, product knowledge, and business acumen
- Drive clear, timely collaboration and decision-making across internal and external project teams; confirm owners and follow through on commitments
- Build deep expertise in Unanet's CRM capabilities and explain how product features support the client's goals and workflows
- Demonstrate the product and design and deliver role-based end-user training that prepares client stakeholders to use the solution, remotely or onsite
- Identify and resolve complex client escalations promptly, communicating clearly and driving issues to resolution

## Your First 90 Days

In your first 30 days, you will complete new-hire orientation, review your onboarding plan, and build relationships with your teammates through one-on-ones. You will set up your demo account, learn the internal tools, attend available training sessions and webinars, and shadow client calls to understand how we lead goal-focused implementations.

In your first 60 days, you will begin owning your first client project with support from your mentor and team. You will continue your onboarding plan, build confidence leading client conversations and project activities, and reach a 25% realization target.

In your first 90 days, you will take full ownership of new projects, lead delivery around client business goals and needs, and demonstrate proficiency in Unanet's features. You will reach a 65% realization target.

## About You

- 3+ years of B2B software implementation experience
- Strong project management skills, including the ability to set expectations, drive decisions, and hold internal and external teams accountable to deadlines and milestones
- Exceptional organizational, documentation, and time-management skills
- Ability to understand strategic business goals and turn them into actionable implementation plans
- Ability to travel up to 25% annually

## Your Differentiators

- Prior experience in the Architecture, Engineering, or Construction industry
- Experience implementing Customer Relationship Management (CRM) solutions
- PMP or similar project-management certification
- Bachelor's degree

## Our Values

- We are a Team. Employees, customers, and partners working together.
- We are Customer-Focused. Customers are the heart of everything we do.
- We are Driven. Seeking exceptional outcomes.
- We Own our Success. Every employee has a stake in our company.
- We do the right thing and have fun in the process.

The salary range for this opportunity is $74,305 - $87,418 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.

Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.

## About Unanet

## Company Overview
- **One-liner**: Unanet provides AI-first ERP and growth software for project-based businesses, unifying financials, projects, and pursuits for government contractors and architecture, engineering, and construction (AEC) firms.
- **Entity Type**: Private (backed by private equity; no public ticker)
- **Headquarters**: Dulles, Virginia, United States
- **Founded**: 1988
- **Founders**: Fran Craig

## Core Business
- **Primary industry/industries**: Enterprise Resource Planning (ERP) software, Customer Relationship Management (CRM) software, Government Contracting (GovCon), Architecture, Engineering & Construction (AEC)
- **Target customers**: B2B, primarily government contractors, architecture, engineering, and construction firms (mid-market to enterprise)
- **Mission or purpose statement**: To unlock productivity for project-based businesses and help customers build a better world by delivering best-in-class solutions and services that enable teams to thrive.

## Products & Services
- **Unanet ERP GovCon**: AI-first ERP platform for government contractors, including project management, financials, timekeeping, resource planning, and built-in DCAA compliance tools. Achieved FedRAMP Moderate Equivalency.
- **Unanet ERP AEC**: Purpose-built ERP for architecture, engineering, and construction firms, unifying project management, financials, and resource planning.
- **Unanet CRM (Growth)**: Business development and CRM solution for tracking opportunities, managing relationships, and forecasting revenue, integrated with Microsoft Outlook.
- **Champ AI**: The company’s proprietary AI engine powering intelligence, automation, and execution across the project lifecycle, offering role-aware guidance and governed workflows.
- **ProposalAI**: An AI tool that reads RFP solicitations, checks compliance against FAR/DFARS, and drafts proposal content up to 70% faster on a private, secure AI instance.
- **Unanet Analytics**: Custom dashboards, scheduled reports, and drag-and-drop analytics for real-time business insights.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company)
- **Key Metric**: More than 4,200 customers; 430+ employees (as of mid-2025); 150+ partners
- **Notable Investors/Partners**: Backed by private equity investors (specific lead investors not publicly named in recent materials); partners include technology and consulting firms serving the GovCon and AEC sectors.
- **Growth Signals**: Named one of America’s Fastest-Growing Companies by Inc. 5000; recognized on the NVTC Tech 100; named a Top Workplace for Diversity & Inclusion by Top Workplaces; named one of the Best Remote-First Places to Work by Built In.

## Competitive Advantages
- **Purpose-built, not retrofitted**: The platform was built from the ground up specifically for government contractors and AEC firms, not adapted from generic enterprise software.
- **AI-first approach**: Champ AI and ProposalAI provide governed, auditable, data-grounded AI capabilities that comply with federal regulations (FAR/DFARS), a significant differentiator in the GovCon space.
- **Built-in compliance**: DCAA compliance tools, FedRAMP Moderate Equivalency, and CMMC readiness are embedded in the software, reducing manual audit preparation for customers.
- **Customer success focus**: A U.S.-based customer success team provides dedicated implementation, ongoing training, and proactive partnership.

## Strategic Focus
- **AI leadership**: Continuing to invest in AI capabilities (Champ AI, ProposalAI) to automate workflows and provide intelligent guidance for project-based businesses.
- **Expanding the AEC market**: Deepening product offerings for architecture, engineering, and construction firms alongside the core GovCon business.
- **Compliance and security**: Maintaining and enhancing FedRAMP authorization and DCAA compliance tools to serve regulated government contractors.
- **Customer growth**: Scaling the customer base (currently 4,200+) while maintaining high-touch customer success.

## Why Work Here
- **Culture**: Values work-life integration, fosters a positive and collaborative culture, and provides a supportive environment. The company is people-first since day one, with a tradition of Friday morning staff meetings (now hybrid/virtual).
- **Remote/Hybrid Policy**: Fully remote-first in the U.S. with the option to use a hybrid model at the Dulles, VA office. Total offices: 2 (Dulles, VA and another U.S. location).
- **Benefits**: Equity ownership, 401(k) with employer match, open PTO, paid parental leave, health & wellbeing benefits, pet insurance, work-from-home & wellness stipend, and career advancement opportunities.
- **Recognition**: Silver Stevie Award for Human Resources Department of the Year; Top Workplace for Diversity & Inclusion; one of the Best Remote-First Places to Work (Built In); NVTC Tech 100 honoree.
- **Diversity & Inclusion**: Employee Resource Groups (ERGs), commitment to belonging and equity, and investment in intern and recent graduate programs.
- **Interview Process**: Standardized and fair; includes a call with the talent team, an interview with a hiring manager, and one or more video-based interviews. Pay transparency is practiced with salary ranges on all job postings.

## Sources
1. [unanet.com](https://unanet.com/about/about-us)
2. [unanet.com](https://unanet.com/about/careers)
3. [unanet.com](https://unanet.com/)
4. [builtin.com](https://builtin.com/company/unanet)
5. [linkedin.com](https://www.linkedin.com/company/unanet-technologies)

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