Senior D365 CE Functional Consultant - Financial Services

Telefónica Tech (EN); Glasgow; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Senior D365 CE Functional Consultant to drive impactful projects in Financial Services. This role involves leveraging deep Dynamics knowledge to guide clients through their digital transformation journey, ensuring maximum business benefits from their new systems. You'll lead delivery teams, configure Dynamics CRM, and provide training, all while working in a collaborative environment that values diversity and inclusion. If you're passionate about technology and eager to make a difference, this opportunity is perfect for you.

Qualifications

• Significant experience with Dynamics 365 CRM, especially in Financial Services.
• Ability to mentor junior team members and provide technical leadership.
• Proven ability in designing solutions and managing stakeholders.

Responsibilities

• Advise customers on maximizing business benefits from Dynamics 365.
• Lead delivery teams on Dynamics 365 projects and manage objectives.
• Assist with configuration tasks and provide end-user training.

Skills

Dynamics 365 CRM

Customer Service

Customer Insights Journeys

Sales modules

Data migration

Agile methodologies

Analytical skills

Problem-solving

Communication skills

Education

Microsoft Certified: Dynamics 365 Functional Consultant Associate

Tools

Power Platform

Power Apps

Power Automate

Job description

Senior D365 CE Functional Consultant - Financial Services

Senior D365 CE Functional Consultant - Financial Services

3 days ago Be among the first 25 applicants

Company Description

Company Description

At Telefónica Tech (part of the Telefónica Group) we believe in building a better world through secure digital enablement, focusing on empowering organisations through every stage of their digital journey, and solving their most complex business challenges with our comprehensive suite of technology solutions across Data & AI, Cyber Security, Cloud, Business Applications, and Modern Workplace.

Telefónica Tech, Business Applications is proud to be a member of the Microsoft Inner Circleplacing the organisation in the top 1% of partners across the globe. As a Microsoft partner, we have many years of experience implementing and supporting several Microsoft solutions, working across Customer Service, ERP, CRM, and productivity tools to transform businesses.

Our people, with deep-rooted expertise and specialist knowledge, are the driving force behind our end-to-end solutions, which are also backed by our enduring global legacy and advanced capabilities. This combination puts us in a unique position to meet the evolving needs of our customers and guide them confidently through their digital transformation, as a trusted partner.

With expertise across four practices, Financial Services, Retail and Manufacturing, Public Sector, and Professional Services, Telefónica Tech, Business Applications is at the forefront of driving impactful change.

Job Description

This role can be based in any of our following offices: Glasgow, Aberdeen, Manchester, and London.

As a Senior D365 CE Functional Consultant, you'll be at the forefront of our Business Applications pillar, leveraging your deep Dynamics knowledge and expertise to drive high-profile D365 projects.

Your responsibilities will include:

• Advise and inspire customers on how to achieve maximum business benefits from their new system.
• Lead a delivery team on Dynamics 365 projects. Progresses the objectives & processes, making contributions to supporting business functions.
• Work with customers to understand and define their business process to configure their Dynamics CRM/D365 system.
• Assist with configuration tasks, data migration and end-to-end testing.
• Provide end-user training courses and ad-hoc coaching.
• Design and test customisations to the Dynamics 365 Customer Engagement/Power Platform system.
• Participate in go-live stages of projects.
• Push projects along through daily communications with the customer and/or project manager.
• Carry out pre-sales engagements, building a comprehensive understanding of customer requirements and business challenges, building and delivering demonstrations of solutions.
  
  

Qualifications

Desired Skills and Experience

We are looking for a dynamic and passionate team player with the following qualifications and experience:

• Significant experience with Dynamics 365 CRM, particularly in Customer Service, Customer Insights Journeys or Sales modules
• Substantial experience within the Financial Services sector
• Proven ability in designing solutions, facilitating customer meetings, and managing stakeholders
• Expertise in customising and configuring Dynamics 365 without code, including experience with Power Platform (Power Apps and Power Automate)
• Strong analytical, problem-solving, and communication skills, with proficiency in creating comprehensive documentation
• Experience in data migration, testing, and validation of solutions
• Ability to mentor junior team members and provide technical leadership
• Relevant certifications such as Microsoft Certified: Dynamics 365 Functional Consultant Associate or equivalent
• Understanding of Agile methodologies and project management principles.
  
  

Additional Information

At Telefonica Tech, we believe, inclusion is the bridge for everyone to be their authentic self. We respect and celebrate our differences as diversity is what makes us unique and sparks our innovation. Be you with us and feel you belong.

We encourage applications from a wide range of individuals, irrespective of: age, disability, gender, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or beliefs and sexual orientation.

We don’t believe hiring is a tick box exercise, so if you feel that you don’t match the job description 100%, but would still be a great fit for role, please get in touch.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  IT Services and IT Consulting

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