About the Role
Pumex is seeking a consultant to provide hands-on CRM support for an association’s Membership and Marketing teams. You will translate business requests into accurate reports, targeted membership lists, system updates, and practical user guidance. This role focuses on ongoing operational support, requiring someone comfortable working directly with nontechnical staff, clarifying requests, and managing competing priorities. Responsibilities
- Create segmented membership and behavioral lists for marketing campaigns, outreach, and engagement initiatives.
- Generate reports and campaign data, validating filters, record counts, and results against business requirements.
- Configure and maintain promotional codes, discounts, and offers according to approved business rules.
- Resolve routine CRM issues and make appropriate configuration updates.
- Help staff use existing system capabilities more effectively.
- Provide user training and document repeatable processes and common support procedures.
- Coordinate with IT and platform vendors when requests require additional access, development, or specialized troubleshooting.
- Maintain a prioritized request queue and communicate progress, estimated effort, dependencies, and outstanding issues. Qualifications
- Hands-on experience supporting Protech AMS or Microsoft Dynamics 365 CRM/Customer Engagement.
- Protech experience preferred. Candidates with strong Dynamics experience supporting associations, membership organizations, or another AMS are encouraged to apply.
- Experience creating reports, queries, views, exports, and segmented contact or membership lists.
- Ability to understand membership data,



relationships, and business rules.
- Experience troubleshooting CRM issues and supporting routine configuration changes.
- Ability to translate business requests into clear technical tasks and explain results to nontechnical users.
- Experience providing staff training and maintaining process documentation.
- Strong prioritization, follow-through, and ability to work independently within a limited weekly allocation.
- Skilled English communication skills for client meetings, training, and documentation. Engagement and Logistical Requirements — Separate Posting Fields
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Location:
Remote, India. Must be based in India.
- Engagement: Fractional consulting pilot.
- Duration: 90 days.
- Weekly commitment: Approximately 10 hours.
- Support coverage: A consistent, agreed-upon schedule with overlap during the client’s U.
S. Eastern Time business hours. Evening availability in India is required.
- Time management: Distribute the weekly allocation across agreed support windows so requests receive timely attention. Working all hours in one weekly block will not meet the support need.
- Request management: Agree on response expectations at the start of the engagement, track hours and requests, and flag when demand exceeds available capacity.
- Additional hours: Require advance approval.
- Availability: Maintain the agreed support schedule throughout the pilot and communicate planned absences in advance. Adjust overlap as needed when U.
S. daylight saving time changes.
- Conflicts: Must be eligible to perform the engagement without conflicting employment, confidentiality, or client obligations.

📌 Dynamics 365 / Protech AMS Support Consultant - India
🏢 Pumex Computing
📍 India