D365 CRM/ Power Platform Functional Consultant

Shelby American, Inc.; Minneapolis (MN); Remote; USD 110,000 - 120,000; Full time

Job summary

An innovative firm is seeking a D365 CRM/Power Platform Functional Consultant to drive client success. This role involves leading projects, managing client relationships, and delivering training on Microsoft Dynamics solutions. You'll be part of a collaborative culture that values flexibility and ongoing training, ensuring you have the tools to excel. If you're passionate about technology and client service, this opportunity will allow you to make a significant impact while working remotely. Join a team that has been making businesses better since 1994 and be part of our exciting journey.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Phone Reimbursement

Internet Reimbursement

Qualifications

• Proven experience in project management with a track record of timely delivery.
• Exceptional interpersonal skills to maintain strong client relationships.

Responsibilities

• Lead key projects for Foundation Plus clients and manage client expectations.
• Deliver training sessions and provide ongoing support to customers.

Skills

Project Management

Client Relationship Management

CRM Knowledge

Technical Proficiency

Industry Knowledge

Education

Microsoft Dynamics CRM Certifications

Tools

Power Automate

Power BI

Power Pages

Job description

All Jobs > D365 CRM/ Power Platform Functional Consultant

D365 CRM/ Power Platform Functional Consultant
Fully Remote • REMOTE

Full-time

Description

Looking for a new challenge? Join Boyer & Associates! Microsoft Dynamics 365 is growing, and we’re growing with it. We’re looking for self-starters who are eager to take on a challenge.

Our Culture:

We offer flexible hours, trusting in your skills and expertise to get the job done. Have a question or want to learn something new? We foster collaboration between team members and encourage ongoing training to help our consultants become the best they can be. We believe we’re strongest when we work as a team, tapping the unique skillset of each individual.

Our consultants are highly skilled individuals who work hard to deliver high-quality software solutions based on Microsoft technology. If that sounds like a good fit for you, we’d love to have you join our team.

We currently have an opening for a D365 CRM/Power Platform Functional Consultant.

Job Description:

Growth of Client Care is one of Boyer’s most strategic initiatives. As a Functional Consultant, you will play a pivotal role in advancing this initiative by leading key projects for our Foundation Plus clients. Your responsibilities will include project management, facilitating meetings, configuring solutions, delivering training, and providing ongoing support. You will ensure that client requests are addressed promptly and effectively, driving successful outcomes and strengthening customer relationships.

Responsibilities include:

• Conduct weekly meetings with Recurring Revenue customers to maintain alignment and ensure satisfaction.
• Provide timely and effective support to non-Recurring Revenue customers.
• Establish and communicate clear, accurate expectations with customers to foster trust and transparency.
• Keep internal tools, such as Teams and Planner, updated while providing customers with regular status updates.
• Ensure time entry is completed accurately and submitted weekly.
• Deliver training sessions to customers on new wave release updates, ensuring they are equipped to maximize functionality.
• Develop comprehensive, detailed requirements for custom development projects in collaboration with stakeholders.
• Serve as the primary consultant for managing and optimizing the internal CRM system.

About Boyer:

Boyer & Associates is an award-winning Microsoft solution provider with gold-certified status. We help mid-sized businesses implement and support cost-effective ERP, CRM solutions and Microsoft 365. Our mission is Making Businesses Better and with more than 400 current clients, our strategies have proven themselves successful since 1994.

We support Microsoft Dynamics ERP solutions, including GP, NAV, SL, and 365 Business Central, as well as Microsoft Dynamics 365 CRM solutions for Sales, Customer Service, Marketing, and Customer Insights. Additionally, we provide support for Microsoft 365 (M365) solutions and Microsoft’s Power Platform, including Power BI, Power Apps, Power Automate, and Power Virtual Agents.

Boyer & Associates offers a comprehensive benefits package including medical, dental, vision, life & AD&D, disability, FSA/HSA, phone/internet reimbursement.

Requirements

Certifications and Expertise:

• Microsoft Dynamics CRM Certifications, demonstrating proficiency and expertise in the platform.

Project Management and Leadership:

• Proven experience leading and managing multiple projects simultaneously, with a track record of delivering on time and within scope.

CRM Knowledge:

• In-depth understanding of CRM fundamentals, including concepts, architecture, and workflows.

Industry Knowledge:

• Familiarity with multiple industries, enabling the ability to tailor solutions to diverse business needs.

Client Relationship Management:

• Exceptional interpersonal skills with the ability to establish and maintain strong client relationships.

Technical Proficiency:

• Proficiency in designing, building, and optimizing workflows using Power Automate.
• Capability to create, analyze, and troubleshoot Power BI reports to support data-driven decision-making.
• Ability to design and develop simple, effective websites using Power Pages.

Solution Management:

• Solid understanding of Solution Management principles, including customization, deployment, and maintenance of CRM solutions.

This combination of skills and experience will empower the ideal candidate to deliver innovative, client-focused solutions and drive success within our dynamic and fast-paced environment.

Salary Description:

$110,000-$120,000 up to $10K in bonus annually.