As a D365 CRM LeadFunctional Consultant you can expect to…
- Conduct meetings/workshops with subject matter experts and other stakeholders
- Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs
- Be responsible for risk assessment, as-is and to-be processes, and gap fit verification
- Provide business process consulting to help define the problem, propose and create the solution
- Lead discussions with the client and project teams during the Project Design meetings
- Lead train-the-trainer sessions for the configured client solution.
- Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope
- Define the design sessions and workshop agendas and meetings
- Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements
- Work with clients to develop new business processes that leverage D365 CRM best practices
- Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams
- Use proven methodologies to deliver successful projects, including industry best practices
- Ensure that there is a formal process in place for testing and issues resolution; Drive the team to resolve all issues identified during the testing and QA phases
Sound interesting? If so, you'll have…
- Bachelor's degree required in Computer Science, Business Administration, MIS or related field
- 8+ years of experience implementing recent versions of D365 CRM
- 8+ years of consulting experience working in a client-facing role
- Deep understanding of the functional capabilities and limitations of D365 CRM
- Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations
- Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards
- Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria
- Strong analytical, presentation, documentation, and inter-personal skills
- Ability to travel to client sites as necessary
- Candidates with experience implementing D365 Customer Insights & Journeys preferred, but not required
You're great at…
- Multitasking, being flexible & paying close attention to detail
- Working in a highly collaborative team environment
- Configuring, customizing & designing solutions
- Leading a Functional Team on a project ensuring best practices and approaches are maintained
- Holding yourself and your team accountable for delivering the highest quality work
- Diagnosing and troubleshooting complex D365 CRM issues with creative solutions
- Resolving client conflicts and/or escalated issues while maintaining composure in a stressful situation
- Learning new concepts quickly and thoroughly
Physical Requirements:
- This is a sedentary position that primarily involves sitting/standing. You can expect to:
- Remain in a stationary position, often standing or sitting for prolonged periods
- Work on a computer and look at a computer screen for prolonged periods
- Move about to accomplish tasks or moving from one worksite to another
- Communicate with others to exchange information via telephone, email, instant messaging tools and video conferencing
- Perform repeat motions that may include the wrists, hands and/or fingers (i.e. typing on a keyboard, using a computer mouse, etc.)
- Assess the accuracy, neatness and thoroughness of the work assigned
- Travel by airplane, train, or automobile to client sites to perform sedentary work as outlined above
The Perks
We offer competitive pay with and performance-based bonus. Our employees also enjoy unlimited time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you'll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.
HSO is an Equal Opportunity Employer.