The posting
Some consultants arrive with the answer. We are looking for someone who arrives with the questions and gets to the answer with the client.
You have a knack for landing in an unfamiliar business and getting your bearings quickly: the jargon, the org chart nobody drew, the process that only works because Martine remembers the exception. You listen properly, you read between the lines, and you have enough empathy to imagine what someone needs before they have found the words for it. Then you make that shared understanding concrete: workshops that go somewhere, requirements people recognise themselves in, processes written clearly enough to be used.
You are also comfortable in the deep end. You take on things you have not done before, you ask the awkward question in the room, and you will push back on a client when their request and their goal are pulling in different directions - kindly, but you do say it.
What you'll do
- Lead the functional stream of CRM implementations: discovery, analysis, design, and delivery, alongside our technical consultants.
- Immerse yourself in each client's business (their sector, their vocabulary, their constraints) fast enough to be useful in week one.
- Design, organise, and facilitate workshops: bring the right people in the room, keep the energy up, and leave with decisions rather than open questions.
- Translate what you hear into requirements, user stories, and functional designs validated with the client, not handed to them.
- Map and write up business processes, as-is and to-be, in language the business and the build team both understand.
- Run delivery the modern way: agile ceremonies, sprints, backlog grooming, prioritisation, demos.
- Take the project management lead where it makes sense: on smaller engagements this often sits with the lead consultant.
- Stay close to the client after go-live: adoption, iteration, the next set of problems worth solving.
- Contribute to presales: discovery sessions, scoping, and writing proposals.
- Help sharpen how UPEO works: our templates, our methodology, the way we run workshops.
What you bring
- 3+ years experience as a functional consultant or business analyst on CRM projects. Salesforce, or any other CRM platform.
- A demonstrable talent for absorbing unfamiliar business contexts quickly, and genuine curiosity about how organisations actually work.
- Real listening skills, and the empathy to anticipate needs that clients have not articulated yet.
- Strong facilitation: you are comfortable in front of a room, including a sceptical one, and you enjoy it.
- Fluent, precise writing of requirements, process documentation, functional specs.
- Fluency in agile delivery: sprints, user stories, iterative scope management.
- Experience leading a workstream or a project, and coordinating people who do not report to you.
- Extraverted, warm, and direct. You build trust quickly and you are not afraid to challenge a client -or yourself.
Nice to have (but not a dealbreaker)
- Salesforce experience. We do not require configuration skills: if you know CRM and you know analysis, we will teach you the Salesforce data model and platform specifics.
- Formal PM or agile credentials (Scrum, PRINCE2, or equivalent).
- Experience in a specific vertical: financial services, HR / social secretariats, non-profit, public sector.
- Curiosity about how AI is changing CRM delivery. We are building it into our practice and would welcome your input.
What UPEO offers you
- A role with real ownership in a growing, ambitious team. Your influence here is real.
- Competitive compensation package.
- Company car or premium mobility budget.
- Full benefits: meal vouchers, hospitalisation insurance, group insurance, eco-cheques, mobile.
- Profit-sharing / performance bonus eligibility.
- Maximum flexibility in hybrid / remote working.
- Variety: our clients span sectors, so you will not be doing the same project twice.
- A team that challenges you, respects you, and has your back.
- A workplace where your whole self is welcome.
Our commitment to you
UPEO is an equal opportunity employer. We actively welcome applications from people of all genders, backgrounds, ethnicities, ages, abilities, sexual orientations, and neurological profiles. We believe that diverse teams build better technology and we are committed to creating a workplace where everyone can do their best work and be their authentic self.
- We offer reasonable adjustments throughout the hiring process and in the role. If you need anything adjusted to participate fully, just let us know.
- We use structured, bias-aware interviews so you are assessed on what matters: your skills, curiosity, and potential.
- Research shows that some people only apply when they meet 100% of criteria. If you meet most of what we describe, we encourage you to apply.
- Your application will be treated with full confidentiality. We do not ask for salary history.
