Description

Position Summary:

This position will join the Microsoft Dynamics 365 Practice as a Functional Consultant, delivering solutions powered by the Dynamics 365 for Sales, Customer Service, Field Service, Marketing, Project Operations modules and/or Power Apps.

Roles and Responsibilities/ Essential Functions:

Design, implement and configure Dynamics 365 solutions including D365 Sales, Customer Service, Field Service, Marketing Project Operations using low code and no code configurations.
Lead discovery of requirements for new projects translating the business requirements into a design.
Participate in pre-sales activities including meeting prospective clients and using expertise to highlight how Microsoft technologies can solve everyday problems.
Complete solution design, proposal writing, and project estimating tasks in support of presales activities.
Plan, organize, and prioritize work on a daily/weekly basis, including following the established project management standards.
Dedicate time to researching, evaluating, and integrating new technologies related to Microsoft Dynamics 365 modules.
Coach/consult with prospective and existing clients using sales and marketing business acumen to enhance business results.
Educate clients on key business drivers while implementing the desired technology.
Delight clients by delivering Microsoft-based solutions that simplify their business processes.
Build lasting customer relationships based on exceptional customer service and support, best in class solution quality, and open and honest communication.
Share, build, and follow team quality processes in projects and support activities.
Engage in relevant user groups to build skillsets as well as the HBS brand in the marketplace.
Embrace new challenges in similar or parallel workstreams as needed.
Minimum of 1,875 hours billed per fiscal year prorated based on start date. These charge hour requirements will be balanced against professional development and on the job training.

Requirements

Competencies:

Active Listening
Change Management
Communication
Customer Oriented
Detail Oriented
Initiative
Relationship Building
Self-Motivated
Time Management
Working Under Pressure

Required Experience:

5+ years of professional experience/business acumen in a Sales or Marketing function leveraging a CRM tool
3+ years of experience with needs analysis, software evaluation and selection, customization, and implementation

Preferred Experience:

2+ years of Project Management experience
2+ years of consulting in a professional services organization

Required Skills, Education and/or Certifications:

Associate degree in business or related IT discipline, or equivalent work experience
Interface customization/configuration in Dynamics 365 for Sales or similar CRM tool

Preferred Skills, Education and/or Certifications:

Bachelor’s Degree in business or related IT discipline
Customization, configuration, and/or administration of Microsoft Dynamics CRM (2013, 2015, and/or Online). Equivalent experience with other CRM systems such as salesforce.com
Experience implementing Dynamics 365 for Sales, Customer Service, Marketing, Field Service or Project Operations
Active certifications in Microsoft Dynamics 365 / CRM are a plus
Implementation of third-party plug-ins such as Inogic tools, Tibco / Scribe, SmartConnect, CRM Workflow, Power Automate, or KingswaySoft

Equal Opportunity Employer - Including Disabled and Veterans

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Heartland Business Systems, LLC.

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