Consultant - CRM Strategy & Implementation - Thailand
- Thailand
- Permanent
- Full-time
- Capital Mobilization – Including the Women's Livelihood Bond™ Series (6 listed bonds and growing).
- Enterprise Technical Assistance – Supporting impact enterprises across Asia, Africa, and the Pacific.
- Data & Impact Measurement – Leveraging IIX Values™, an impact verification tech solution.
- Global Advocacy & Innovation – Such as the Orange Movement™, which integrates gender equality and climate action in financial markets.
✅ Positively impacted over 160 million lives
✅ Avoided over 1.9 million metric tons of carbon
✅ Collected over 90,000+ data points on sustainable MSMEsIn 2024, IIX launched IIX Intelligence™, a global data hub evaluating gender diversity, ESG, and climate action among MSMEs. Our work has been recognized by accolades such as the Oslo Business for Peace Award and the UN Global Climate Action Award.About the RoleIIX is seeking a consultant to lead a 6–8 month project focused on optimizing and implementing its CRM system. The primary goal is to transform Salesforce into IIX's central CRM platform and ensure effective integration with Mailchimp. This role requires both strategic planning and hands-on execution — from diagnosing current gaps to delivering a fully operational, user-adopted system.The consultant will report to an internal CRM Implementation Team led by the COO, with representation from Marketing, Technology, and Business Development.Scope of WorkPhase 1: Assessment & Strategy
- Audit IIX's current Salesforce and Mailchimp setup, usage, workflows, and team engagement.
- Map contacts, pipelines, and communication touchpoints.
- Identify inefficiencies, data hygiene issues, and underutilized features.
- Recommend optimal CRM structure, including segmentation and governance protocols.
- Develop a clear CRM strategy and implementation roadmap tailored to IIX's growth and business objectives.
- Design SOPs, workflows, usage guidelines, and a Mailchimp–Salesforce integration plan.
- Implement system reconfiguration, integration, and workflow setup.
- Lead team onboarding, training, and adoption support.
- Monitor system performance, troubleshoot issues, and fine-tune processes as needed.
- Deliver final handover, including documentation and recommendations for future growth.
- CRM Audit Report with actionable insights.
- CRM Strategy and Implementation Roadmap.
- Reconfigured Salesforce platform with integrated Mailchimp.
- User adoption training materials and post-implementation review.
- 10+ years of CRM strategy, implementation, and sales/marketing operations experience.
- Proven track record with Salesforce and Mailchimp integration projects.
- Experience in boutique or mid-sized firms, preferably in B2B financial services or investment sectors.
- Strong cross-functional communication skills; ability to work with both technical and non-technical teams.
- Prior consulting or project-based work preferred.
- Experience working with impact-driven organizations is a plus
Opportunity to drive global change in gender equality and climate action
Fast-track professional growth with training, mentorship, and leadership opportunities
Work with leading institutions – from UN agencies to top financial institutionsAt IIX, we look for individuals who are:✔ Passionate – Dedicated to impact investing and social finance
✔ Resilient – Able to navigate challenges in emerging markets
✔ Equitable – Committed to maximizing measurable social and financial impact
✔ Maverick – Independent, innovative, and bold in their approachApplication ProcessPlease submit a cover letter and resume via email. Only shortlisted candidates will be contacted.IIX is an equal-opportunity employer. All personal data provided will be used strictly for recruitment purposes.