Microsoft Dynamics 365 CRM Consultant

Microsoft Dynamics 365 CRM Consultant

Altai Systems delivers association-specific CRM software built on top of Microsoft Dynamics 365 CRM using the Power Apps suite of tools. We have an exciting opportunity available for an experienced Consultant to join our Professional Services Team.

The Microsoft Dynamics 365 CRM Consultant takes the lead on identifying and documenting the solution set necessary to help our clients meet and exceed their business objectives. This is the ideal role for a detail-oriented, in-the-weeds, solution finder with a passion for client success.

Job Responsibilities

• Client Research
  • Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
  • Conduct independent research to become intimately familiar with the client's business, beyond what was provided during the sales process.
• Discovery
  • Lead the client through a thorough requirements analysis process to understand business needs, goals, and objectives.
  • Work with clients to develop new best practice business processes that fit our software.
  • Work with Business Analyst to document requirements and create corresponding Jira tickets of representing all client needs.
  • Create a gap analysis to highlight the gaps between our base offering and the client's requirements.
  • Collaborate with Project Managers to present solutions for gaps.
  • Collaborate in internal solutions review meeting with project team and developers to ensure solutioning is an out-of-the-box first approach.
• Documentation
  • Create business process specs that start with the end-user experience on the web and extend to the back-office processes in the CRM.
  • Create user stories, use cases, and test criteria for agreed upon requirements (base and custom).
  • Collaborate with Project Manager and Development Manager to convey any custom requirements.
  • Provide custom documentation to clients for unique business solutions.
  • Collaborate with Altai's Director of Professional Services to improve Altai's best practices.
• Implementation
  • Configure our Power Apps Dynamics 365-based solution.
  • Configure the Altai Web Portal components of our solution.
  • Leverage Power Automate to configure and implement business logic.
  • Perform thorough testing within client environments; collaborate with internal testing team to direct additional testing.
  • Respond promptly and professionally to all client requests.
  • Show initiative and accountability in driving project success.
• Training
  • Provide training to clients on product set-up and usage.
• Mentoring
  • Provide mentoring and guidance to newer Consultants.
• Task Tracking
  • Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
  • Maintain accountability for personal billability goals (75%/week).

This is a fully remote position, however staff must be available for occasional travel to visit a client site upon request (this is typically no more than 2-3 times per year for 1-3 days at a time). All staff must be available to work during the hours of 8am – 6pm ET and be available on camera for client-facing meetings.

Skills Required

• 3+ years of experience designing and configuring business solutions within the Microsoft Dynamics 365 CRM platform.
• 3+ years conducting thorough discovery and gap analysis engagements.
• 3+ years creating detailed business documentation to support planned CRM implementations.
• Power Platform development experience including Power Apps (Canvas and Model-Driven), Dataverse, Power BI, Power Automate, and Common Data Service administration.
• Passion for excellence in user experience.
• Creative and analytical thinking.
• Excellent oral and written communication skills.
• Ability to manage multiple competing priorities and complex tasks simultaneously.
• Ability to translate highly-technical concepts into plain language for non-technical stakeholders.
• Microsoft certifications are desirable.
• Experience within the association industry is desirable.

Our teams at Altai are supporting some of the most well-respected, influential, non-profit organizations around the globe. As a provider of CRM solutions for associations, we have the ability to impact and support those on the frontlines of medical innovations, transportation safety, standards advancements, and more. We value infectious energy, positivity, and an unwavering commitment to quality. Our teams work remotely from their home offices and enjoy great pay, competitive benefits, and flexible work schedules. Interested in learning more about Altai – please visit us at