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.

Competencies

Active Listening: Ability to actively attend to, convey, and understand the comments and questions of others.
Change Management: Ability to encourage others to seek opportunities for innovative approaches to addressing problems.
Communication: Exceptional written, oral, interpersonal, and presentation skills.
Customer Oriented: Desire to serve both external and internal clients by focusing on their needs.
Detail Oriented: Ability to pay meticulous attention to all aspects of a situation or task.
Initiative: Ability to act and take steps to solve or settle issues.
Relationship Building: Ability to establish and maintain good rapport with customers and co-workers.
Self-Motivated: Ability to reach goals with little supervision.
Time Management: Ability to effectively utilize available time for job tasks.
Working Under Pressure: Ability to maintain composure when exposed to stress.

Required Experience:

5+ years of professional experience 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 or equivalent experience with other CRM systems.
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

#HBS

#J-18808-Ljbffr

Heartland Business Systems LLC

New Jobs

Senior Dynamics 365 CRM Consultant I