Want to advise and train sales teams in companies big and small across The Netherlands? Want a job where you own a project end-to-end and do it your way? That variety is exactly what makes consulting at Upsmart energizing.

👉 Never touched Pipedrive or a CRM before? Don’t worry. If you’ve worked in SaaS training, customer success, or tech implementation, you’ll pick it up fast.

💡 We believe the right person can help shape our future. That’s why we’re open to you stepping into leadership - with partnership and equity on the table. 🤩

Full-time or Part-time | Remote | 1 day a week in AMS | Dutch

What will you do as a CRM Consultant?

You’ll be the go-to partner for clients - mapping their sales process, translating it into Pipedrive, and connecting it to other business critical systems like ERP, billing/bookkeeping software, marketing platforms, Pandadoc, Slack etc. From analysis, development, implementation to adoption.

A typical day could mean advising a sales leader, training a team, preparing materials for a workshop, and migrating data. You’ll own our client relationships end-to-end, with the freedom to decide how to deliver, backed by the team when you need it.

• Lead CRM projects end-to-end: from kick-off to delivery, including process mapping, configuration, workflow automation, data migration, implementation, and training.
  

• Facilitate workshops and training (on-site and remote) to map sales processes, design data structures, and coach stakeholders.
  

• Build and connect systems: set up pipelines, fields, and automations in tools like Pipedrive, Make.com, and Zapier. Advise on integrations and coordinate with colleagues and developers.
  

• Safeguard data quality: consolidate and clean customer data, set validation rules, and ensure integrity.
  

• Create insight: design dashboards and reports to track KPIs and conversion metrics.
  

• Be a trusted advisor: manage budgets, timelines, and client expectations.
  

• Own your clients end-to-end, shaping your own approach and planning while growing fast through innovation, and supported by the shared expertise of the team.
  

• Drive adoption and change: make sure CRM becomes part of everyday sales success.
  

• Share knowledge: contribute to collective know-how (Wednesday is team day!).
  

• For the right person with entrepreneurial drive, there’s a clear path to join our leadership team - including partnership and equity.
  

Essential

• Experience implementing, consulting, or training CRM or related SaaS systems (e.g. Pipedrive, HubSpot, Salesforce, Monday.com, ClickUp, PandaDoc, Zendesk, Asana, Zoho).
  

• Strong facilitation and presentation skills for interactive workshops.
  

• Ability to manage multiple projects and align stakeholders like an air traffic controller.
  

• Business acumen to translate processes into CRM stages, data structures, and reports.
  

• Excellent communication in Dutch (Our USP)
  

• Comfortable working independently in a small, flexible team

Nice-to-haves

• An entrepreneurial mindset, appetite for leadership and interest in shaping the future of a growing consultancy
  

• Make.com/Zapier experience and/or basic coding for automations
  

• SaaS customer success, sales operations or enablement background
  

• Strong data migration skills (google sheets) with high attention to detail
  

• Hospitality or service industry experience
  

• Education in the field of business administration
  

• Interest in AI-driven productivity tools
  

• Experience creating training courses or materials