Dynamics CRM Functional Consultant

Job Description

CRM Consultant is effective in determining practical solutions for both business and technical processes. The individual has a proven track record of delivering high-quality projects that result in high customer satisfaction. The individual works closely with resources at all levels. A successful consultant in this position can demonstrate strong relationships with internal clients in gathering business requirements, assessing business needs, and providing creative and effective solutions that conform to emerging technology standards. The consultant is detail-oriented, able to multi-task, extremely organized, and can prioritize multiple demands in a very fast-paced environment.

Key Responsibilities

• Lead and manage small to medium projects independently


• Participate in planning and design sessions with customers


• Work with Business groups to gather and document business needs and processes


• Advises customers on best practices for CRM processes, user interface, and architecture


• Develops and manages project plans that encompass the complete project life cycle (i.e. project requirements, development, quality assurance, deployment, etc.)


• Creates the functional and technical specifications documentation for the project


• Writes specifications for customizations, data migration, and system integrations


• Configure and customize the CRM system based on design specifications


• Develop test plans and scripts


• Conduct system and end-to-end testing of the application


• Determine detailed approach and timeline of projects


• Works with the cross-functional areas to secure resources and ensure resources are used effectively


• Defines roles and expectations of team members


• Measures and monitors progress to ensure that a project is delivered on time, within budget, and meets or exceeds expectations


• Resolves issues affecting project scope, quality, effort, risk, and timeline


• Guides the project along through daily communications with the customer


• Participates in weekly status meetings (maybe more) and sends status updates to the Project Manager


• Assists in conducting design review sessions with the customer to demonstrate completed work and gather adjustments and changes


• Trains super users

Required Skills & Experience

• Bachelor's Degree or equivalent


• Maintains Microsoft Certifications relevance on related platforms and products


• Knowledge of current business processes, issues, and technology related to the operation of sales, marketing, and service departments within an organization


• Excellent verbal and written communication


• Professional demeanor


• Previous work experience with large/enterprise companies and comfortable talking with clients at all levels within an organization


• Able to manage small and medium-size projects with advanced organizational skills and attention to detail


• Advanced use of Microsoft Project, Excel, Word, and Visio


• Experience implementing Microsoft Dynamics CRM, and/or other CRM applications with a willingness to learn MS CRM


• 1-3 years of experience with Agile development


• Resource management skills


• Understands industry-standard project management methodologies


• Ability to 'wrangle' and get/meet deadlines