Lead Dynamics 365 CRM Consultant

Socket.dev

Vancouver

On-site

CAD 90,000 - 150,000

Full time

7 days ago
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Job summary

Two Circles is seeking a Lead Microsoft Dynamics 365 Consultant to join our CRM Consulting practice in NA. You will own Dynamics 365 Sales and Customer Service implementations, guiding design, configuration, and integration across client engagements.

You will manage stakeholder relationships at Director and Executive levels, mentor junior teammates, and drive best practices in data architecture, UAT, and end-user training. Travel as needed and collaborate across time zones.

Qualifications

  • Proven experience leading systems audits, requirements gathering and process mapping across complex, multi-stakeholder engagements.
  • Ownership of functional and technical design documentation, setting the standard for quality and consistency across client engagements.
  • Expertise in creating and reviewing data architecture diagrams and entity relationship diagrams.
  • Experience leading the UAT process end-to-end, including script design, execution oversight, and sign-off.
  • Oversight of end-user support and training material, ensuring consistency across teams and engagements.
  • Planning and leading training sessions as well as conducting technical demonstrations throughout the duration of the engagement.

Responsibilities

  • Own client relationships, engaging and influencing Director- and Executive-level stakeholders on both the business and technical side.
  • Actively collaborate with internal business and technical stakeholders to drive the best outcomes for clients.
  • Lead Microsoft Dynamics solution design, independently designing scalable, high-performing solutions tailored to complex business needs.
  • Mentor junior team members and foster technical growth within the team.

Skills

Soft skills
Relationship building
Attention to detail
Travel willingness
Sports interest
Self-starter
Stakeholder influence
Business/technical translation

Education

Microsoft Dynamics certifications

Tools

Microsoft Dynamics 365
Power Platform
PowerApps
Dataverse
Copilot Studio
JavaScript

Job description

Two Circles is seeking a Lead Microsoft Dynamics 365 Consultant to join our CRM Consulting practice in NA. You will own Dynamics 365 Sales and Customer Service implementations, guiding design, configuration, and integration across client engagements.

You will manage stakeholder relationships at Director and Executive levels, mentor junior teammates, and drive best practices in data architecture, UAT, and end-user training. Travel as needed and collaborate across time zones.

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