Lead Functional Consultant

Summary

Join HSO as a D365 CRM Lead Functional Consultant and lead the implementation of Dynamics 365 CRM solutions for clients. You will conduct meetings with stakeholders, create requirements documents and test plans, and provide business process consulting. Responsibilities include leading project design meetings, training sessions, and guiding project teams. You will perform advanced configuration and customization of the D365 CRM solution and work with clients to develop new business processes. The role also involves advising key users and ensuring a formal process for testing and issue resolution. This position requires a Bachelor’s degree and 8+ years of experience in D365 CRM implementation and client-facing consulting.

Requirements

• 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

Responsibilities

• 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 phase

Benefits

• Competitive pay with and performance-based bonus
• Unlimited paid time off
• 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