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Consultant - Finance Track - Evergreen - All Levels

Salary

$65k - $120k

Min Experience

1 years

Location

Oak Creek, Colorado, United States

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

The Role


We are looking for a CRM Consultant to join our Consulting Services team at the Staff or Senior level. As an evergreen posting, we hire across experience levels, prioritizing the right match for our team. If you have a Deltek CRM background and you understand how professional services firms manage their business development and client relationships, we want to hear from you.

CRM Consultants at FSP work with clients to implement, configure, and optimize the Deltek CRM suite - helping architecture, engineering, and consulting firms get better visibility into their pipelines, manage their marketing campaigns, and connect their business development activity to their project work. You will be a trusted advisor to clients who are trying to make their CRM system actually work for them.

The right candidate understands marketing and business development processes at professional services firms, knows their way around the Deltek CRM modules, and is comfortable being in front of clients. We can help with all the rest.


What You Will Do


Deliver CRM Implementations

You will work with clients to implement and configure Deltek CRM modules - from initial discovery through go-live. That means running configuration sessions, helping clients map their business development processes into the system, managing your project schedule, and making sure clients understand the tool when you are done.


Build Client Relationships

Our clients are not tickets in a queue - they are ongoing relationships. You will be the person they rely on to understand their marketing and business development workflows, help them solve problems in the system, and keep their implementation moving. At the Senior level you will own that relationship independently from kickoff through project close.


Contribute to the Practice

We are a small firm, which means that everybody contributes. What that might look like is: mentoring less-experienced colleagues, contributing to internal knowledge resources, participating in proposals and scoping conversations, and occasionally representing FSP at conferences or webinars. The more senior you are, the more of this you do - but even at the Staff level, you are a contributor, not just an attendee.


Grow in the Direction That Fits You

CRM consulting at a Deltek firm goes well beyond configuring hubs. Our senior CRM consultants develop deep expertise in the full business development lifecycle - pipeline management, marketing campaign strategy, proposal automation, and the Blackbox Marketing integrations that connect Deltek to the broader tools firms use. If you want to become the person who genuinely understands how an AE firm wins work and can help them do it better through their system, there is a real path for that here.


What You Bring


We are hiring at the Staff and Senior levels, so the depth of experience we expect varies. What we are always looking for is genuine Deltek CRM knowledge, comfort in front of clients, and the ability to translate how a firm does business development into how the system should be configured.


The Foundations

  • Experience with Deltek Vision or Vantagepoint CRM - either as a consultant or as a power user at a professional services firm.
  • Understanding of how AE and consulting firms manage their business development, marketing campaigns, and client relationships.
  • Familiarity with core CRM module areas including Firms, Contacts, Projects, In Pursuit, and Marketing Campaigns.
  • Comfort working directly with clients - you can run a meeting, keep things on track, and follow up clearly on open items.
  • Clear written and verbal communication - you can explain a system configuration in plain English to someone who is not a Deltek expert.
  • A bachelor's degree in Marketing, Communications, Business, or a related field - or the kind of hands-on experience that makes the degree irrelevant.


What Makes You Stand Out

  • Experience delivering Deltek CRM implementations as a consultant, not just as an end user.
  • Knowledge of advanced CRM features - custom proposals, Outlook Connect, advanced reporting, and data migration.
  • Experience with Blackbox Marketing integrations such as MailChimp or Constant Contact.
  • Familiarity with the Vision to Vantagepoint upgrade process as it relates to CRM security and project setup.
  • A track record of mentoring colleagues.
  • Any exposure to Deltek's development-adjacent tools - custom UDICs, workflows, or BI reporting - is a genuine differentiator.


Experience Levels


We are hiring at two levels for this role. Here is how we think about each:


Staff

1-5 years of Deltek CRM experience. You work under the guidance of more senior consultants and are building toward independent delivery. You know the system and you are ready to apply that knowledge in a client-facing consulting role.

Senior

5-7 years of experience, including at least 2 years in a consulting delivery role. You lead implementations independently, own the client relationship from kickoff through go-live, and are beginning to draft proposals and develop your Blackbox Marketing integration expertise.


Compensation


We offer competitive salaries based on experience and level, with a discretionary bonus program. The range for this role is $65,000 to $120,000 depending on experience, with bonus on top of that.

We believe in paying people well and giving them the flexibility and autonomy to do their best work.


Benefits


We offer a benefits package that matches or exceeds what larger firms can offer.


  • Health insurance - FSP covers 100% of your individual premium and 50% of dependent coverage in our most popular plan, but offer multiple UnitedHealthcare plan options including HSA-eligible plans. Coverage begins the first of the month following your hire date.
  • 401(k) with match - company matches 100% on the first 3% of your contribution and 50% on the next 2%, for an effective 4% match on the first 5% you put in. Eligible after 3 months.
  • PTO - up to 160 hours per year in your first five years, 200 hours after that. Available after your 90-day probationary period. Plus 8 paid holidays and 16 hours of paid volunteer time annually.
  • Equipment allowance - up to $250/month reimbursement for phone, internet, and cell service.
  • Flexible schedule - fully remote with flexible hours. We care about the work getting done well, not when you start your day.
  • Dental and vision, life insurance, short and long-term disability, FSA, EAP, and voluntary supplemental coverage also available.


Life at Full Sail Partners


Fully Remote, Actually

We do not have a headquarters that everyone is quietly expected to commute to. We are a remote-first company and have been for a long time. Some client work requires travel, and we will be upfront about what that looks like for this role - but your day-to-day is yours to manage from wherever you work best.


Small Enough to Matter

At FSP, you are not a resource in a staffing model. You are a person with a name, a reputation, and a direct line to leadership. When you do good work, people notice. When you have an idea, you can say it out loud and expect a response. We are intentionally the kind of firm where your contribution is visible.


Depth Over Breadth

We focus on Deltek. That is it. We are not trying to be everything to everyone - we are trying to be the best Deltek partner our clients have ever worked with. That means our consultants develop real depth in a specific platform, with real clients who have real problems, and they build expertise that is genuinely valuable in the market.


Growth That Reflects Your Strengths

We have built formal career tracks because we think people deserve to know what advancement looks like and what is expected of them at each level. But beyond the titles, we try to find ways for people to grow in the direction that fits them - whether that is deeper technical expertise, client leadership, or something in between. If you are someone who grows, we will find ways to make room for it.


How to Apply


If this sounds like a place you want to work, we would like to hear from you, Using the 'Apply' option above, submit your information to us.  

We review applications on a rolling basis. Because this is an evergreen position, response time may vary - but we read everything and we will follow up if there is a fit.


Full Sail Partners is an equal opportunity employer.

About the company

ERP implementation and technology consulting for professional services firms

Skills

Deltek Vision
Vantagepoint
Outlook Connect
MailChimp
Constant Contact
Blackbox Marketing integrations