Functional Consultant
Andrews Mechanical Solutions Llc, Acworth, Georgia, United States, 30102
Overview
Functional Consultant – Remote (U.S.-Based) | Full-Time
Company Name: Technology Alliance Solutions, Inc. Job Location: United States (Fully Remote) Employment Type: Full-Time (FTE) Salary Range: $110,000 – $130,000 (commensurate with experience) Benefits: Full health benefits, PTO, 401(k), fully remote work environment
About TAS Technology Alliance Solutions, Inc. (TAS) is a modern consulting and technology services firm that helps organizations transform how they manage customers, data, and operations.
We specialize in unifying CRM, ERP, marketing automation, and cloud systems into a cohesive, scalable digital ecosystem. Our team delivers enterprise-grade clarity, discipline, and execution—empowering businesses and public-sector agencies to modernize confidently and achieve measurable outcomes.
TAS operates at the intersection of strategy, architecture, and delivery. We combine deep platform expertise with the rigor of an enterprise consulting practice to design solutions that eliminate fragmentation, strengthen operational workflows, and support long-term digital transformation across enterprise, state, and federal organizations.
Role Overview TAS is seeking a Functional Consultant to lead functional solution design and configuration for a high-visibility CRM and case-management modernization initiative supporting a Texas state agency. This role is responsible for translating documented business requirements into scalable, configuration-led solutions within Microsoft Dynamics 365 Customer Service.
At TAS, we value current mastery of the latest Microsoft Dynamics 365 and Power Platform capabilities over tenure with legacy CRM platforms. The ideal candidate brings deep, hands-on experience with modern Customer Service features, configuration patterns, and platform best practices, and is comfortable operating in structured, high-accountability public-sector environments.
The Functional Consultant works closely with Business Analysts, Solution Architects, developers, QA resources, and client stakeholders to ensure functional intent is accurately implemented, validated, and accepted throughout the delivery lifecycle.
This is a full-time, fully remote role, operating within an onshore delivery model.
Key Responsibilities
Serve as the functional lead for CRM and case-management modernization using Microsoft Dynamics 365 Customer Service
Collaborate closely with Business Analysts to support requirements elicitation, validation, traceability, and functional documentation
Translate business needs into clear, prioritized user stories, functional specifications, and acceptance criteria
Lead the functional design for legacy data transitions, ensuring historical case records are accurately mapped, validated, and triaged to support state reporting and records retention requirements
Provide functional leadership for the Intake and Triage (A-Desk) workstream, optimizing constituent request intake, classification, routing, and responsiveness
Design and configure complex case-management workflows, routing rules, queues, and SLAs within Dynamics 365 Customer Service
Configure Customer Service components including forms, views, dashboards, business rules, queues, and security roles
Ensure all solutions are configuration-first, minimizing custom development and preserving platform upgradeability
Partner closely with Solution Architects to ensure functional designs align with architectural standards, security posture, and integration constraints
Support backlog refinement, sprint planning, and delivery sequencing using Azure DevOps (ADO) as the mandated system of record
Utilize Azure DevOps (ADO) to manage functional requirements, user stories, backlog items, acceptance criteria, and supporting documentation
Validate functional behavior during system testing and support UAT execution and acceptance readiness
Ensure all functional designs and configurations comply with Texas Administrative Code (TAC) §213 and Section 508 accessibility standards
Produce and maintain functional documentation, process flows, configuration artifacts, and training materials
Support end-user training, knowledge transfer, and adoption activities
Required Skills & Experience
U.S.-based candidate (onshore delivery requirement)
5–8+ years total CRM / functional consulting experience
3+ years hands-on configuration experience in Dynamics 365 Customer Service
Experience leading functional workstreams and complex case-management design
Proven experience serving as a Functional Consultant or Business Process Lead on enterprise CRM implementations
Deep, hands-on experience configuring Microsoft Dynamics 365 Customer Service
Strong understanding of case management, intake, triage, routing, correspondence, and constituent service workflows
Experience working with the Microsoft Power Platform, particularly Power Automate and Power BI, from a functional design perspective
Proficiency using Azure DevOps (ADO) to manage functional requirements, user stories, backlog items, and acceptance criteria
Experience working in Agile delivery environments, including backlog refinement and sprint-based execution
Ability to work effectively with Business Analysts, Solution Architects, developers, QA analysts, and client stakeholders
Strong documentation, facilitation, and communication skills
Preferred Experience
Experience delivering solutions in state, federal, or public-sector environments
Familiarity with compliance-driven solution design, including accessibility, auditability, and records governance requirements
Experience supporting large, highly visible CRM modernization initiatives
Public-sector experience is strongly desired, but not required.
Compensation & Benefits
Salary Range: $110,000 – $130,000 (commensurate with experience)
Benefits: Full health benefits, PTO, 401(k), and a fully remote work environment
How to Apply If you are a disciplined Functional Consultant who excels at translating requirements into clean, scalable CRM configurations—and who thrives in high-accountability, public-sector delivery environments—we would welcome the opportunity to speak with you.
Please submit your resume to begin the conversation.
This is a remote position.
#J-18808-Ljbffr
Company Name: Technology Alliance Solutions, Inc. Job Location: United States (Fully Remote) Employment Type: Full-Time (FTE) Salary Range: $110,000 – $130,000 (commensurate with experience) Benefits: Full health benefits, PTO, 401(k), fully remote work environment
About TAS Technology Alliance Solutions, Inc. (TAS) is a modern consulting and technology services firm that helps organizations transform how they manage customers, data, and operations.
We specialize in unifying CRM, ERP, marketing automation, and cloud systems into a cohesive, scalable digital ecosystem. Our team delivers enterprise-grade clarity, discipline, and execution—empowering businesses and public-sector agencies to modernize confidently and achieve measurable outcomes.
TAS operates at the intersection of strategy, architecture, and delivery. We combine deep platform expertise with the rigor of an enterprise consulting practice to design solutions that eliminate fragmentation, strengthen operational workflows, and support long-term digital transformation across enterprise, state, and federal organizations.
Role Overview TAS is seeking a Functional Consultant to lead functional solution design and configuration for a high-visibility CRM and case-management modernization initiative supporting a Texas state agency. This role is responsible for translating documented business requirements into scalable, configuration-led solutions within Microsoft Dynamics 365 Customer Service.
At TAS, we value current mastery of the latest Microsoft Dynamics 365 and Power Platform capabilities over tenure with legacy CRM platforms. The ideal candidate brings deep, hands-on experience with modern Customer Service features, configuration patterns, and platform best practices, and is comfortable operating in structured, high-accountability public-sector environments.
The Functional Consultant works closely with Business Analysts, Solution Architects, developers, QA resources, and client stakeholders to ensure functional intent is accurately implemented, validated, and accepted throughout the delivery lifecycle.
This is a full-time, fully remote role, operating within an onshore delivery model.
Key Responsibilities
Serve as the functional lead for CRM and case-management modernization using Microsoft Dynamics 365 Customer Service
Collaborate closely with Business Analysts to support requirements elicitation, validation, traceability, and functional documentation
Translate business needs into clear, prioritized user stories, functional specifications, and acceptance criteria
Lead the functional design for legacy data transitions, ensuring historical case records are accurately mapped, validated, and triaged to support state reporting and records retention requirements
Provide functional leadership for the Intake and Triage (A-Desk) workstream, optimizing constituent request intake, classification, routing, and responsiveness
Design and configure complex case-management workflows, routing rules, queues, and SLAs within Dynamics 365 Customer Service
Configure Customer Service components including forms, views, dashboards, business rules, queues, and security roles
Ensure all solutions are configuration-first, minimizing custom development and preserving platform upgradeability
Partner closely with Solution Architects to ensure functional designs align with architectural standards, security posture, and integration constraints
Support backlog refinement, sprint planning, and delivery sequencing using Azure DevOps (ADO) as the mandated system of record
Utilize Azure DevOps (ADO) to manage functional requirements, user stories, backlog items, acceptance criteria, and supporting documentation
Validate functional behavior during system testing and support UAT execution and acceptance readiness
Ensure all functional designs and configurations comply with Texas Administrative Code (TAC) §213 and Section 508 accessibility standards
Produce and maintain functional documentation, process flows, configuration artifacts, and training materials
Support end-user training, knowledge transfer, and adoption activities
Required Skills & Experience
U.S.-based candidate (onshore delivery requirement)
5–8+ years total CRM / functional consulting experience
3+ years hands-on configuration experience in Dynamics 365 Customer Service
Experience leading functional workstreams and complex case-management design
Proven experience serving as a Functional Consultant or Business Process Lead on enterprise CRM implementations
Deep, hands-on experience configuring Microsoft Dynamics 365 Customer Service
Strong understanding of case management, intake, triage, routing, correspondence, and constituent service workflows
Experience working with the Microsoft Power Platform, particularly Power Automate and Power BI, from a functional design perspective
Proficiency using Azure DevOps (ADO) to manage functional requirements, user stories, backlog items, and acceptance criteria
Experience working in Agile delivery environments, including backlog refinement and sprint-based execution
Ability to work effectively with Business Analysts, Solution Architects, developers, QA analysts, and client stakeholders
Strong documentation, facilitation, and communication skills
Preferred Experience
Experience delivering solutions in state, federal, or public-sector environments
Familiarity with compliance-driven solution design, including accessibility, auditability, and records governance requirements
Experience supporting large, highly visible CRM modernization initiatives
Public-sector experience is strongly desired, but not required.
Compensation & Benefits
Salary Range: $110,000 – $130,000 (commensurate with experience)
Benefits: Full health benefits, PTO, 401(k), and a fully remote work environment
How to Apply If you are a disciplined Functional Consultant who excels at translating requirements into clean, scalable CRM configurations—and who thrives in high-accountability, public-sector delivery environments—we would welcome the opportunity to speak with you.
Please submit your resume to begin the conversation.
This is a remote position.
#J-18808-Ljbffr