[Remote] Sage X3 + Zoho CRM Consultant

Note: The job is a remote job and is open to candidates in USA. InTandem is working with an established wholesale distributor undergoing a significant digital transformation. They are seeking a consultant to lead the implementation of Zoho CRM, integrating it with Sage X3 and BigCommerce, to unify customer data and streamline workflows across various departments. Responsibilities • Lead a CRM implementation process, gathering requirements across Sales, Ecommerce, Customer Service, Purchasing, and Finance; assessing integration needs with Sage X3 and BigCommerce; and delivering a clean kickoff • Design the CRM data model and core workflows, including objects, fields, naming conventions, validation rules, lifecycle stages, task management, follow-ups, and foundational reporting • Oversee CRM implementation and integrations, coordinating with vendors and integration partners, configuring the system for 10–15 users, and ensuring alignment with operational needs • Establish a data governance and migration strategy, including assessment of historical data, decisions on what to migrate, hygiene rules, and ownership for ongoing maintenance • Deliver documentation, training, and enablement, including system documentation, lightweight end-user training, and a practical playbook for ongoing CRM administration and best practices Skills • Manager-level RevOps / CRM implementation expert with experience supporting SMB or mid-market organizations • Strong hands-on experience with Zoho CRM • Proven experience leading CRM implementation projects involving ERP and eCommerce integrations with Sage X3 and BigCommerce • Deep capability in designing CRM data models, workflows, dashboards, and governance frameworks • Comfortable working with lean, cross-functional teams in family-owned or closely held businesses • Strong problem-solver who can bring structure, data hygiene, and repeatable processes to fragmented environments • Clear communicator able to work directly with founders and department leads • Experience producing documentation, training materials, and operational playbooks for long-term system success Company Overview • InTandem is an on-demand RevOps talent marketplace that partners with businesses to optimize their sales, marketing, and customer success functions. It was founded in 2015, and is headquartered in New York, New York, USA, with a workforce of 2-10 employees. Its website is Apply tot his job