CRM Functional Consultant

Published date Posted on Indeed on Jan 11, 2022 (14 d ago)
Overview:
Concentrix Catalyst is the experience design and engineering team of Concentrix, a leading global solutions company that reimagines everything CX through strategy, talent and technology. We combine human-centered design, powerful data and strong tech to accelerate CX transformation at scale.

The Catalyst Team is seeking a Functional Architect with excellent technical knowledge of Dynamics 365 Sales, Customer Engagement and related Microsoft cloud solutions and related technologies (e.g., Office 365, Power Platform, etc.). You will apply your knowledge and experience to a variety of customers through proactive and preventative work efforts including solution design, technical implementation, and customer support. This role requires the ability to identify opportunities and solve real world customer business problems.

Open to remote locations, excluding Colorado.
Responsibilities:
  • Assists the functional resources/business analysts with requirements gathering and provides design guidance for mid to large sized Dynamics 365 (CRM) projects.
  • Facilitates discussions with business and technical stakeholders to extract critical business requirements and present a technical vision and solutions in the form of software products, customizations, and integrations to meet those needs within Dynamics 365 (CRM).
  • Deep knowledge of the Dynamics CRM, Sales, Customer Engagement, Field Service and Portals. Strong understanding of when to use of native features and when it is appropriate to use custom development. Ability to successfully communicate this information to both internal and client teams.
  • Participates with implementation delivery team to develop a solution proposal that includes scope, assumptions, implementation plan, and technology solution options to meet project goals as well as longer term needs.
  • Provides leadership and technical guidance to the project team throughout the implementation to ensure accurate delivery of project plans.
  • Maintains knowledge of third-party software vendors to leverage complementary offerings and effectively compare and contrast solutions.
  • Provides current best practices and solution alternatives as part of functional or technical design documents.
  • Communicates complex topics regarding solutions and related projects to audiences both with and without deep technical skills.
  • Ability to be client-facing including effectively communicating with the client, leading meetings, and capturing and distributing action items.
  • Assists with upgrades of on-premises CRM environments and migration to D365 cloud.
  • Occasionally assist with providing inputs to the project plans, estimates and scope for sales proposals and statements of work.
  • Participate in implementation customization and configuration for D365 solutions.
  • Travel Required: Less than 25%
Qualifications:
  • 3+ years of Microsoft Dynamics Sales and Customer Engagement applications (CRM) product experience and processes along with experience in other MS Dynamics modules
  • 5+ years of project experience and 3+ years of consulting experience
  • Professional certification in CRM or agree to achieve appropriate certification in agreed upon timeframe
  • Experience implementing and customizing Dynamics CRM and Dynamics 365
  • Proven ability to create innovative solutions to solve complex business requirements, and streamline/automate business processes
  • Experience with Dynamics CRM SDK
  • Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills
  • Experience with leading or participating in the gathering and documenting of business processes and requirements for the system with key business users
  • Creation of Functional and Technical Specifications documentation for the project including specifications for customizations, data migration, and system integrations
  • Experience with SDK and 3rd party tools
  • Building and configuring CRM forms, views, dashboards and workflows
  • Schedules work to be done and follows up to ensure completion within the project schedule
  • Experience with Microsoft Suite
  • Understanding of CRM API, REST/ODATA and SOAP endpoints
  • Experience with .NET, SQL Server, JavaScript and C#

Preferred Qualifications

  • Other professional certifications in related products or offering
  • Skilled in functional and technical design
  • Experience with other Microsoft products (e.g., Dynamics 365 for Finance and Operations, SharePoint, etc.)
  • Proficient in Visual Studio, Business Intelligence Development Studio, Power Platform, O365 Administration, SQL Server Data Tools, and Team Foundation Server
  • Familiarity with Azure SQL, SSIS or other ETL technologies
  • Experience with Dynamics Portals
  • Any suitable combination of education, training, or experience is acceptable
~ In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Concentrix Catalyst are based exclusively on merit. Concentrix Catalyst does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, including gender identity and identity expression, national origin, age, or any other characteristic protected by law.

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