Consultant

Careerwebsite; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental & Vision Benefits

401(k) Savings Plan with Company Match

Flexible Planned Paid Time Off

Generous Sick Leave

Inclusive & Welcoming Environment

Purpose-Driven Culture

Work-Life Balance

Commitment to Community Involvement

Employer-Paid Parental Leave

Employer-Paid Short-Term Disability

Remote Work Flexibility

Job summary

Momentive Software is hiring a Dynamics 365 and Cobalt specialist to drive no-code configuration for client projects. You will lead discovery, document requirements, and support data migration while collaborating with internal teams and external clients.

The role emphasizes project coordination, strong communication, and the ability to manage multiple implementations in a fast-paced environment. Remote work is available with occasional travel.

Qualifications

• 2–4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services
• Bachelor's degree in IT/IS/Business or related field, or equivalent experience
• Experience configuring a CRM or AMS platform (e.g., Dynamics 365, Salesforce)
• Proficiency with Office 365 applications and basic SQL familiarity
• Ability to learn new software quickly

Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt's product to configure no-code solutions
• Provide hands-on guidance to clients on best practices for leveraging Cobalt and Dynamics 365
• Lead requirements gathering and discovery sessions to translate client business processes into Cobalt configurations
• Assist with business analysis, functional documentation, QA, and system configuration across SDLC
• Determine database and Dynamics 365 configuration needs for new clients
• Support data conversion and migration from legacy systems into Cobalt
• Maintain regular client communication to build trust and cooperation
• Manage project deliverables, timelines, and client expectations with PMO support
• Handle multiple concurrent client implementations with minimal supervision

Skills

Communication

Organizational skills

Client collaboration

Project management

Business analysis

Microsoft Dynamics 365 configuration

No-code solutions

Office 365 proficiency

Education

Bachelor's degree in Information Technology, Information Systems, Business or related field

Tools

Microsoft Dynamics 365

Cobalt product

Office 365 (Word, Excel, PowerPoint, Outlook)

SQL

Job description

Job Description

A driven professional who wants to expand their skill set and join a team of dedicated, technology-obsessed individuals. At Momentive Software, the Cobalt team specializes in agile implementations of Microsoft Dynamics 365, coupled with our own Cobalt products built on the Microsoft platform, serving associations, chambers of commerce, and other member-based organizations. In this role, you will collaborate with our clients to gain an in-depth understanding of their business objectives and deliver software solutions that align with those objectives. Your contributions will encompass project management, business analysis, system customization and configuration, functional documentation, and quality assurance, generating value for and trust with our clients. To thrive in this position, you should possess strong organizational skills, a drive to solve business challenges through technology, a penchant for collaborating with both internal team members and external clients, and a passion for exploring and mastering new, intricate technologies.

Duties & Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt's product to effectively configure no-code solutions for our clients
• Provide hands-on guidance to clients on best practices for leveraging Cobalt and Microsoft Dynamics 365
• Lead requirements gathering and discovery sessions to translate client business processes into Cobalt configurations
• Assist with business analysis, functional documentation, quality assurance, and system configuration activities throughout the software development life cycle
• Determine database and Microsoft Dynamics 365 configuration needs and requirements for new clients
• Support data conversion and migration from legacy systems into Cobalt
• Maintain regular communication with clients during projects to develop trust and cooperation
• Manage project deliverables, timelines, and client expectations for your implementation projects, supported by a project management officer (PMO)
• Manage multiple concurrent client implementations while working with minimal supervision

Minimum Knowledge, Skills and Abilities Required

Experience

• Requires 2 to 4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services
• Bachelor's degree in Information Technology, Information Systems, Business, or a related field, or equivalent experience

Computer/Technical

• Experience configuring a CRM or AMS platform (such as Microsoft Dynamics 365, Salesforce, or a comparable system)
• Proficient in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook
• Familiarity with SQL, reporting tools, and data migration concepts
• Demonstrated ability to learn new software applications quickly

Other Skills

• Excellent verbal and written communication, organization, and follow-up skills
• Demonstrated ability to build long-term relationships and trust with customers
• Excellent relationship-building skills and ability to work both individually and as a member of a team
• Proven ability to manage multiple tasks and priorities with minimal supervision
• Ability to work effectively within a fast-paced, deadline-driven environment

Working Conditions

• This is a remote position. Team members who prefer in-person collaboration are welcome at our Arlington, VA office, where several colleagues work regularly.
• Extended viewing of computer screens
• Some overnight travel may be required for client and team engagements

Essential Functions

• Spends time at a computer workstation and desk.
• Moves throughout department or other locations to access or exchange information.
• May involve carrying loads up to 50 lbs. and being able to remain in a stationary position.
• May involve lowering oneself to file, and reaching, twisting or turning.
• Involves handling office materials, typing, writing and other tasks that require manual dexterity.
• Continuous listening.
• Ability to communicate information.
• This job may require accommodating different bodily movements and physical abilities.

About Us

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive's cloud-based software and services to address their most pressing challenges - from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe \"good enough\" is never enough - so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.

Why Work Here?

At Momentive Software, we're a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you're looking for a place where your work matters and your ideas are valued, you'll find it here.

• Medical, Dental & Vision Benefits
• 401(k) Savings Plan with Company Match
• Flexible Planned Paid Time Off
• Generous Sick Leave
• Inclusive & Welcoming Environment
• Purpose-Driven Culture
• Work-Life Balance
• Commitment to Community Involvement
• Employer-Paid Parental Leave
• Employer-Paid Short-Term Disability
• Remote Work Flexibility

Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.