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Sr. D365 CE Functional Consultant

HSO, New York, NY, United States


Overview As a D365 CRM Lead Functional Consultant you can expect to…

Conduct meetings/workshops with subject matter experts and other stakeholders

Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs

Be responsible for risk assessment, as-is and to-be processes, and gap fit verification

Provide business process consulting to help define the problem, propose and create the solution

Lead discussions with the client and project teams during the Project Design meetings

Lead train-the-trainer sessions for the configured client solution

Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope

Define the design sessions and workshop agendas and meetings

Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements

Work with clients to develop new business processes that leverage D365 CRM best practices

Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams

Use proven methodologies to deliver successful projects, including industry best practices

Ensure that there is a formal process in place for testing and issues resolution; drive the team to resolve all issues identified during the testing and QA phases

Sounds interesting? If so, you’ll have…

Bachelor’s degree required in Computer Science, Business Administration, MIS or related field

8+ years of experience implementing recent versions of D365 CRM

8+ years of consulting experience working in a client-facing role

Deep understanding of the functional capabilities and limitations of D365 CRM

Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations

Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards

Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria

Strong analytical, presentation, documentation, and inter-personal skills

Ability to travel to client sites as necessary

You’re great at…

Multitasking, being flexible & paying close attention to detail

Working in a highly collaborative team environment

Configuring, customizing & designing solutions

Leading a Functional Team on a project ensuring best practices and approaches are maintained

Holding yourself and your team accountable for delivering the highest quality work

Diagnosing and troubleshooting complex D365 CRM issues with creative solutions

Resolving client conflicts and/or escalated issues while maintaining composure in a stressful situation

Learning new concepts quickly and thoroughly

Promoting the mission and Shared Values of our company

Physical Requirements

This is a sedentary position that primarily involves sitting/standing. You can expect to:

Remain in a stationary position, often standing or sitting for prolonged periods

Work on a computer and look at a computer screen for prolonged periods

Move about to accomplish tasks or moving from one worksite to another

Communicate with others to exchange information via telephone, email, instant messaging tools and video conferencing

Perform repeat motions that may include the wrists, hands and/or fingers (i.e. typing on a keyboard, using a computer mouse, etc.)

Assess the accuracy, neatness and thoroughness of the work assigned

Travel by airplane, train, or automobile to client sites to perform sedentary work as outlined above

The Perks We offer competitive pay with and performance-based bonus. Our employees also enjoy unlimited time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you’ll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment.

HSO is an Equal Opportunity Employer.

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