Responsibilities
- Lead discovery sessions and working meetings with client business and technology stakeholders.
- Understand and document client business processes, requirements, pain points, data needs, and desired outcomes.
- Apply strong CRM domain knowledge to help clients distinguish genuine requirements from existing-system habits or unnecessary complexity.
- Translate business requirements into practical CRM solution designs.
- Develop clear Blueprint specifications covering business processes, data, user experience, workflows, reporting, integrations, and related solution requirements.
- Drive alignment among client stakeholders and the Keen360 team toward joint acceptance of the Blueprint.
- Maintain traceability between agreed requirements, solution design, configuration, testing, and delivery.
- Help manage requirements and scope so that the delivered solution remains consistent with the agreed Blueprint, project effort, and schedule.
- Achieve Creatio Creator - Basic certification no later than 90 days after joining Keen360.
- Develop rapidly toward independent proficiency with routine Creatio no-code configuration.
- Independently configure routine and moderately complex functionality, including: record pages and user interfaces; fields, lookups, and data structures; reports, dashboards, and analytics; business rules; workflows, notifications, and low- to medium-complexity automations; AI-assisted functionality where appropriate.
- Work effectively with advanced Creatio configurators, developers, and integration specialists when requirements exceed first-line no-code configuration.
- Answer functional and design questions arising during configuration and realization.
- Recognize when a requirement should be addressed through configuration, process change, integration, custom development, or simplification.
- Serve as a functional QA lead for solutions designed.
- Review configured functionality against the Blueprint and intended business outcomes.
- Develop and execute functional test scenarios.
- Identify defects, design gaps, usability issues, and requirements misunderstandings.
- Support client user-acceptance testing and resolution of resulting questions and issues.
- Help maintain quality and design consistency through deployment.
- Establish credibility and trusted working relationships with client business users, managers, executives, and IT personnel.
- Facilitate meetings confidently and productively.
- Explain solution designs and technical concepts in clear business language.
- Navigate disagreements constructively and help stakeholders reach decisions.
- Lead client training and solution walkthroughs.
Other
- Achieve Creatio Creator - Basic certification no later than 90 days after joining Keen360.
- Develop toward independent leadership of smaller-scope Creatio implementation and enhancement projects, potentially within the first year.
- Keen360 is a growing company with a distributed team and a low-management operating model.
- Self-management, reliability, and personal accountability are fundamental requirements.
