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
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