About the role
Key responsibilities
- Business analysis and requirements gathering: Work directly with clients to analyze their existing sales processes, workflows, and business needs. Document and translate these requirements into clear functional specifications.
- Solution design and implementation: Lead the configuration and implementation of the Odoo Sales module and related applications (e.g., CRM, Inventory, Accounting) to meet client specifications. This includes customizing workflows, user interfaces, and report layouts using Odoo's native tools.
- Project management: Manage the full project lifecycle for sales-focused implementations, from initial scoping and analysis to testing, user training, and go-live support.
- Client training and support: Conduct end-user training sessions and workshops to ensure maximum user adoption. Provide ongoing support and troubleshoot issues related to the Odoo Sales and CRM modules.
- Pre-sales support: Assist the sales team with presentations and demonstrations of the Odoo Sales solution to potential clients. Help prepare technical proposals and statements of work.
- Documentation: Create and maintain comprehensive documentation, including functional specifications, user manuals, and system configuration guides.
- Stakeholder collaboration: Work closely with cross-functional teams, including Odoo developers, project managers, and client stakeholders, to ensure smooth project delivery.
Required skills and qualifications
- Education: Bachelor's degree in Business, Information Technology, or a related field. An MBA or Odoo certification is a plus.
- Odoo expertise: In-depth, functional knowledge of Odoo's Sales and CRM modules is required. Experience with other modules, such as Inventory, Accounting, and Project Management, is highly desirable.
- ERP experience: 1–3 years of experience in ERP implementation or a similar functional consulting role. Experience selling or implementing Odoo ERP is a strong asset.
- Business acumen: Solid understanding of core business processes, especially in sales, CRM, and supply chain management.
- Problem-solving: Strong analytical and problem-solving skills with the ability to understand complex business flows and translate them into effective Odoo solutions.
- Communication: Excellent written and verbal communication, presentation, and interpersonal skills.
- Soft skills: Self-motivated, proactive, detail-oriented, and able to manage multiple projects and priorities effectively.