Principal CRM CE Consultant

About AlphaBOLD

AlphaBOLD is a business and technology consulting company specializing in Microsoft Dynamics 365, Power Platform, ERP, CRM, Data & AI, and digital transformation solutions. We help organizations improve operations, strengthen customer engagement, and deliver scalable business applications that support long-term growth.

Our Customer Engagement practice partners with clients across industries to implement and optimize Microsoft Dynamics 365 Sales, Customer Service, Field Service, Customer Insights/Journeys, Power Platform, and related integrations.

Position Summary

AlphaBOLD is seeking a Principal CRM CE Consultant to lead complex Microsoft Dynamics 365 Customer Engagement and Power Platform implementations for clients in San Diego County and across our broader U.S. client base.

This is a senior, hands-on, client-facing consulting role. The ideal candidate can operate as a trusted advisor, solution architect, delivery lead, and escalation point while remaining close enough to the technology to guide configuration, customization, integration, testing, deployment, and user adoption.

This role is designed for someone who can bridge strategy and execution: understanding business needs, shaping the solution roadmap, leading delivery teams, mentoring consultants, and ensuring that every implementation is practical, scalable, secure, and aligned with client outcomes.

Why This Role Matters

This position is critical to AlphaBOLD's ability to scale CRM delivery, strengthen client trust, support complex Dynamics 365 CE projects, and build repeatable consulting excellence across the practice.

Client Strategy, Discovery & Advisory

• Lead client discovery sessions, business process reviews, stakeholder interviews, and solution workshops.
• Translate business goals, pain points, and operational requirements into clear Dynamics 365 CE and Power Platform solution strategies.
• Serve as a trusted advisor to business leaders, sponsors, and project stakeholders by explaining options, trade-offs, risks, timelines, and recommended approaches.
• Identify opportunities to improve customer engagement, sales operations, service delivery, field service workflows, marketing journeys, reporting, and automation.
• Support pre-sales and sales pursuits through discovery calls, solution recommendations, estimates, demos, roadmap development, and statement-of-work inputs.

Solution Architecture & Technical Leadership

• Design scalable end-to-end Dynamics 365 Customer Engagement solutions across Sales, Customer Service, Field Service, Customer Insights/Journeys, and related modules.
• Architect solutions using Dataverse, model-driven apps, Power Apps, Power Automate, Power BI, Power Pages, plugins, workflows, custom APIs, connectors, and integrations.
• Define data models, entity relationships, security roles, business process flows, integration points, and environment strategies.
• Provide technical leadership for configuration, customization, development, testing, deployment, and release management across project environments.
• Review solution designs, estimates, build quality, documentation, and integration approaches to ensure maintainability and long-term scalability.

Project Delivery & Team Leadership

• Lead full lifecycle CRM implementations from requirements gathering through design, build, testing, UAT, go-live, hypercare, and optimization.
• Coordinate with project managers, developers, functional consultants, QA, offshore delivery teams, and client stakeholders to drive execution.
• Delegate work effectively, clarify ownership, monitor delivery risks, and ensure project tasks are completed with quality and accountability.
• Mentor junior and mid-level consultants by providing guidance on consulting practices, solution design, documentation, client communication, and technical delivery.
• Act as an escalation point for complex delivery challenges, production issues, performance concerns, and client-facing risks.

Quality, Governance & Documentation

• Create and review professional project artifacts including business requirements, solution design documents, fit-gap analysis, process maps, configuration notes, test scripts, and deployment documentation.
• Promote consistent delivery standards, reusable templates, implementation best practices, and high-quality documentation across the CRM practice.
• Support UAT planning, defect triage, readiness reviews, deployment planning, and post-go-live stabilization.
• Ensure CRM solutions are secure, supportable, well-documented, and aligned with client requirements and AlphaBOLD delivery standards.
• Contribute to continuous improvement of delivery methodology, internal knowledge-sharing, training materials, and practice enablement.

Required Qualifications

• 8+ years of hands-on Microsoft Dynamics CRM / Dynamics 365 Customer Engagement implementation experience.
• Proven experience leading full lifecycle Dynamics 365 CE implementations in a client-facing consulting environment.
• Deep knowledge of Dynamics 365 Sales, Customer Service, Field Service, Customer Insights/Journeys, Dataverse, and Power Platform capabilities.
• Hands-on experience with configuration, customization, plugins, workflows, business rules, business process flows, security roles, integrations, and data migration.
• Technical fluency with C#, .NET, JavaScript, Web APIs, SQL/SSRS, Power Automate, Power Apps, Power BI, Azure services, and integration patterns.
• Strong ability to gather requirements, lead workshops, architect solutions, estimate work, document decisions, and communicate recommendations clearly.
• Experience leading or mentoring consultants, developers, analysts, or cross-functional delivery teams.
• Excellent verbal and written communication skills, with strong executive presence and the ability to engage technical and non-technical stakeholders.
• Ability to work with clients in San Diego County and participate in onsite meetings, workshops, or client-facing activities as needed.

Preferred Qualifications

• Microsoft certifications such as PL-600 Power Platform Solution Architect, PL-200 Power Platform Functional Consultant, Dynamics 365 Sales, Customer Service, Field Service, or related certifications.
• Experience with Azure DevOps, Git, CI/CD pipelines, ALM strategy, environment management, and release governance.
• Experience with AI Builder, Copilot Studio, custom connectors, Power Pages, PCF controls, or advanced Power Platform extensibility.
• Experience supporting CRM assessments, health checks, roadmap planning, managed services, or post-implementation optimization.
• Experience in industries such as professional services, manufacturing, transportation, nonprofit, healthcare, field service, or customer support operations.

Ideal Candidate Profile

The ideal candidate is a senior CRM leader who can confidently move between the boardroom and the build room. This person understands how businesses use CRM to manage relationships, service delivery, sales processes, marketing journeys, operational workflows, and executive visibility. They are hands-on enough to guide a technical team, strategic enough to advise clients, and organized enough to drive delivery discipline across multiple workstreams.

What Success Looks Like

• Clients view the consultant as a trusted advisor and reliable CRM delivery leader.
• Solutions are designed with clear architecture, strong documentation, and long-term maintainability.
• Projects move forward with clear ownership, realistic estimates, visible risks, and strong follow-through.
• Internal teams receive practical guidance, mentorship, and clear technical direction.
• AlphaBOLD strengthens its CRM delivery consistency, client satisfaction, and practice scalability.

What We Offer

• Competitive compensation package.
• Comprehensive Medical, Dental, and Vision Insurance.
• 401(k) Retirement Plan.
• Flexible Spending Account (FSA).
• Paid Time Off and paid company holidays.
• Professional development and certification support.
• Opportunity to work on complex Dynamics 365 CE and Power Platform projects with a growing consulting practice.