CRM Strategy & RFP Advisory Consultant
VDart Inc
Job Title:CRM Strategy & RFP Advisory Consultant
Location: Plymouth, MN
Duration: Contract
Seeking a senior CRM Consultant / Business Analyst / Project Manager to help evaluate the future of its Microsoft Dynamics CRM environment and lead the development of an RFP for a long-term modernization initiative.
Responsibilities
- Lead stakeholder interviews and discovery sessions across business and technical teams.
- Assess the current Microsoft Dynamics CRM 8.2 environment, integrations, workflows, reporting, and dependencies.
- Evaluate future-state options including Dynamics 365 migration, new cloud implementation, hybrid approaches, and data-archiving strategies.
- Identify risks, timelines, business impacts, and decision points.
- Develop and manage the CRM modernization RFP process.
- Define vendor evaluation criteria and support vendor selection.
- Provide project management, documentation, meeting facilitation, and executive status reporting.
Required Qualifications
- 7+ years of Business Analysis, CRM Consulting, Project Management, or Solution Advisory experience.
- Strong Microsoft Dynamics CRM/Dynamics 365 background.
- Experience leading software modernization, migration, or transformation initiatives.
- Ability to gather requirements, facilitate workshops, and document future-state recommendations.
- Strong stakeholder management and executive communication skills.
- Experience developing RFPs, vendor evaluations, and implementation roadmaps.
Preferred Qualifications
- Dynamics CRM 8.x and Dynamics 365 migration experience.
- Experience with SharePoint, SQL Server, workflow automation, integrations, and legacy system modernization.
- Consulting experience evaluating technology strategy and implementation options.
- Ability to operate independently and guide executive-level decision making.
Vacancy posted 2 days ago
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