Unanet CRM Administrator

Title: Unanet CRM Administrator

Location: Syracuse NY or Seattle WA (or local to any Anchor QEA office)

Job Type: Regular Full-time

Whats the Opportunity

Anchor QEA is seeking an experienced solutions-oriented and data-driven Unanet CRM Administrator to support our continued growth.

Reporting to the Director of Market Sectors this role will serve as the primary administrator and subject-matter expert for Anchor QEAs CRM platform Unanet. The Unanet CRM Administrator will strengthen the systems data workflows reporting integrations and user practices that support business development across the firm.

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. Working across Market Sectors Client Experience Finance Operations and Information Technology this individual will ensure Unanet functions as a reliable and scalable business development operating systemnot simply a repository of contacts and opportunities.

The successful candidate will bring significant hands-on Unanet CRM experience within the AEC consulting or professional services industry. Through strong system ownership data governance reporting automation and user adoption this role will help Anchor QEA position earlier pursue more strategically and make better-informed growth decisions.

Responsibilities:

CRM Administration and Governance

• Serve as Anchor QEAs administrator and internal expert for Unanet CRM.
• Manage system configuration fields forms workflows permissions security roles notifications business rules upgrades and user access.
• Establish and maintain CRM governance standards including required fields naming conventions opportunity stages and record ownership.
• Maintain system documentation configuration records process maps data dictionaries and administrative procedures.
• Serve as the primary liaison with Unanet customer success support product and technical teams.
• Monitor system performance usage support requests and product releases to identify risks and improvement opportunities.

Pipeline Reporting and Business Intelligence

• Develop dashboards and reports that provide accurate timely visibility into pipeline weighted pipeline sales activity opportunity stages win rates forecasts and pursuit outcomes.
• Partner with market-sector and financial leaders to improve pipeline forecasting and reporting consistency.
• Identify pipeline gaps stalled opportunities aging records incomplete data concentration risks and areas requiring seller attention.
• Support executive and operational reporting through Unanet Power BI Excel and related tools.

Integration Automation and Data Quality

• Design automations that reduce duplicate entry improve consistency and lessen administrative burden on seller-doers.
• Advance Unanet CRM integration with ERP financial planning Power BI Microsoft Power Platform SharePoint Outlook marketing automation and other business systems.
• Improve connections among opportunities awarded work project setup financial forecasts resource planning and backlog.
• Evaluate and present opportunities to automate marketing-content workflows.
• Lead recurring audits validation routines deduplication data enrichment archival and record-management activities.
• Support CRM data migrations and the onboarding of newly acquired teams or firms.

Business Development Enablement

• Partner with the Director of Market Sectors market-sector leads Client Experience Finance and seller-doers to align CRM capabilities with Anchor QEAs growth priorities.
• Develop tools and processes that allow seller-doers to spend less time on administration and more time building relationships and winning work.
• Connect conferences thought leadership campaigns and client outreach to related opportunities pipeline and sales.
• Improve visibility into client interactions relationship coverage sales calls next actions and opportunity progression.

Training Adoption and Continuous Improvement

• Develop role-based CRM onboarding and training for executives market-sector leaders client coordinators opportunity leads seller-doers and support teams.
• Create practical user guides videos process documentation office hours and best-practice resources.
• Provide day-to-day user support and address recurring issues through improved configuration automation documentation or training.
• Gather user feedback and use adoption and data-completion metrics to target additional support.
• Maintain a prioritized CRM roadmap aligned with Anchor QEAs business plan financial-planning needs and technology strategy.
• Lead CRM improvement projects from requirements gathering and configuration through testing deployment training and evaluation.

What Are We Looking For

Ideal candidates will have the following:

• 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.
• Bachelors degree in business information systems data analytics marketing finance or a related field or an equivalent combination of education and relevant experience.

Preferred Qualifications

• Five or more years of direct Unanet CRM administration experience.
• Experience supporting a national multidisciplinary or rapidly growing AEC firm.
• Experience with Power BI Power Query Power Automate Power Apps SharePoint APIs SQL data warehouses or integration tools.
• Experience connecting CRM data to financial forecasts backlog sales project and resource-planning information.
• Experience supporting acquisitions enterprise data conversions or large-scale onboarding.
• Familiarity with marketing automation proposal systems qualifications databases and project-description or résumé libraries.
• Unanet training certification advanced product knowledge or active involvement in the Unanet user community.

What Can You Expect

A collaborative work environment where we encourage everyone to bring their authentic self. We offer competitive compensation and benefits. Benefits detailed below.

Who Are We

Anchor QEA provides environmental planning science and engineering consulting services with the mission of transforming our environment and communities with integrity and vibe. With more than 500 people in offices across the United States our collective vision is to be an inclusive sustainable and growing environmental innovator making generational impacts. By embodying our core values we strive to be our clients first choice for solving their most challenging problems and to be our employees reason to be excited about going to work each morning. Learn more about Anchor QEA at
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How to Apply

Apply online through Anchor QEAs Open Positions page at Veterans are encouraged to apply.

Applicants with a disability who require a reasonable accommodation for any part of the application or hiring process may e-mail their request to

Additional Information

We work hard to embrace diversity and inclusion. As an equal opportunity employer Anchor QEA is committed to a diverse multi-cultural work environment. Anchor QEA does not discriminate in employment based on age race creed gender religion marital status veterans status national origin disability or sexual orientation. Employment is contingent upon satisfactory results of a comprehensive background check.

Salary and Other Compensation:

• Salary Range: $103000 - $125000
• Annual Bonus
• Other potential bonus types: Billable Time Bonus Spot Bonus Milestone Anniversary Bonus Receiving Professional License/Certification Bonus Peer-reviewed Publication Bonus Employee Referral Bonus.

Base Level Benefits for Regular Full-Time Positions:

• Healthcare: Medical dental vision basic life and AD&D insurance
• Paid Company and Floating Holidays: 7 paid company and 2 floating holidays annually
• Vacation: 2 weeks accrued paid vacation based on length of service. Vacation may vary by level.
• Sick and Safe Time: 80 hours annually
• Retirement Plan: 401k plan with an employer match * Further information on benefits: is contingent upon satisfactory results of a comprehensive background check
  
  

  Required Experience:

  Senior IC