Microsoft D365 CRM, Consultant II

Summary

Wipfli provides professional services and values flexibility, relationships, and impactful client work. Under the direction of a Senior Consultant or Manager, the Microsoft Dynamics 365 Consultant II develops and implements consultative and technical CRM solutions, supports client projects, configures and tests applications, and assists with training, communication, business development, and project planning.

Responsibilities

• Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs under the guidance of a Senior Consultant or Project Manager
• Assist in client CRM projects through assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support, while following established project plans and methodologies
• Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components
• Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership
• Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation for implemented features with review and support from senior team members
• Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues to project leadership as needed
• Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development
• Provide urgent on-site or remote support when critical issues arise, coordinated with project leadership
• Support business development efforts through scoping, configuring, and demonstrating the CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging
• Assist in the development of work plans, proposals, and engagement letters in preparation of client projects

Skills

• 2-5 years of experience with software implementations, defining business requirements, business process management and client relationship management
• 2+ years of Business Analysis experience
• Experience with software troubleshooting and testing
• Solid understanding of logical data modeling
• Superior written and verbal communication skills
• Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies
• Strong desire to help clients maximize value by leveraging technology and process improvement
• Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing
• Experience with advanced Microsoft Excel and Visio concepts
• Microsoft Dynamics D365 CRM certifications
• Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study

Qualifications

Must Haves

• 2-5 years of experience with software implementations, defining business requirements, business process management and client relationship management
• 2+ years of Business Analysis experience
• Experience with software troubleshooting and testing
• Solid understanding of logical data modeling
• Superior written and verbal communication skills
• Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies
• Strong desire to help clients maximize value by leveraging technology and process improvement

Nice to Haves

• Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing
• Experience with advanced Microsoft Excel and Visio concepts
• Microsoft Dynamics D365 CRM certifications
• Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study

Benefits

• Annual discretionary bonus, subject to participation rules and based on individual and Firm performance.
• 8 health plan options, including HMO and PPO plans.
• Dental and vision coverage.
• Opportunity to enroll in an HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life insurance.
• Firm-sponsored short- and long-term disability coverage.
• 401(k) savings plan and profit share with Firm matching contribution.
• Well-being incentive.
• Education and certification assistance.
• Flexible time off.
• Family care leave.
• Parental leave.
• Family formation benefits.
• Cell phone reimbursement.
• Travel rewards.
• Voluntary critical illness and accident insurance.
• Voluntary hospital indemnity insurance.
• Voluntary legal insurance.
• Voluntary long-term care insurance.
• Voluntary pet insurance.
• Voluntary identity theft protection.
• Voluntary supplemental life and AD&D insurance.
• Eligibility for all benefits programs is dependent on annual hours expectation, position status/level, and location.