D365 Finance & RFP Specialist for Utilities Growth

Itineris; Atlanta (GA); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Itineris is expanding its North America growth and seeks a Finance Domain Pursuit Consultant to partner with the Business Development Team. You will analyze prospect goals, translate requirements into workable demonstrations, respond to RFPs, and support solution showcases.

The role leverages a strong finance background within utilities, a deep understanding of business processes, and experience with D365 for Finance. Occasional travel is expected.

Qualifications

• Master’s or bachelor’s degree in finance or equivalent experience.
• Experience in the utility or telecom industry.
• Ability to identify business requirements.
• Ability to understand business processes.
• Experience in sales engineering / support or project delivery.
• Experience in public speaking and presenting.
• Strong sales and communication skills (written and verbal).
• Team player and self-motivator willing to go the extra mile.
• Experience with Microsoft Dynamics 365 for Finance is a big advantage.
• Experience providing RFP responses and shortlist demonstrations is a big advantage.

Responsibilities

• Be the link between business and IT for finance and billing domains (GL, AP, AR).
• Translate business and functional requirements into application solutions.
• Configure UMAX processes for demonstrations and discovery sessions.
• Collaborate with the sales team to incorporate RFP and prospect needs into product specs and functions.
• Lead and organize meetings and workshops with the Pursuit and Sales teams.
• Travel, as needed.

Skills

Finance background

Utility industry experience

Sales engineering / support

Public speaking

Communication skills

Team player

Self-motivated

Education

Master’s or Bachelor’s degree in finance

Tools

Microsoft Dynamics 365 for Finance

Job description

Finance Domain Pursuit Consultant – Business Development Team

As a Pursuit Consultant, you are responsible for working collaboratively with the Business Development Team to contribute to Itineris North America growth through a structured and methodical, and proven approach. Your primary responsibilities will be performing need’s analysis to understand prospect business goals, translating and communicating business goals into proven and favorable results, responding to RFPs, and providing demonstrations.
What is UMAX?
Itineris provides modern, cloud-based, and utility-centric Customer Information System (CIS) and Customer Engagement (CE) solutions in Western Europe and North America. Itineris was founded in Belgium over twenty years ago and entered the North America utilities market in 2012. The organization has strategically grown our market presence to fifteen flagship customers today. We are recognized as a market leader for larger-sized municipal utilities with a proven track record of satisfied customers.
Our CIS solution, UMAX, is developed in and on the Microsoft Dynamics 365 (D365) for finance platform. As such, UMAX is a native extension of D365 and inherits all the innovation, security, and reliability of the Microsoft ecosystem. We also leverage Microsoft’s Customer Relationship Management (CRM) platform, which expands our UMAX CIS solution to include native Customer Service, Customer Insights, and Sales modules. The CRM platform leverages AI Copilot-driven Omnichannel communication capabilities for enhanced CSR operations.
We are seeking a Finance Domain Pursuit Consultant to help grow our North America market presence. The Business Development Team is responsible for acquiring new clients and meeting revenue goals by selling UMAX CIS and related solutions to municipal utilities. This role is responsible for aiding this growth by providing solution demonstrations, assisting with Discovery Sessions, and responding to RFPs. The ideal candidate will have a solid finance background, knowledge of the utility industry, and an understanding of CIS modernization initiatives.
In addition to supporting business development activities, the person in this role may occasionally be called upon to contribute to active customer projects. By leveraging finance and billing domain expertise, this person will provide guidance, participate in workshops and solution reviews, and collaborate with delivery teams to help drive successful customer outcomes while maintaining a primary focus on pursuit and sales support activities.


As a Finance Domain Pursuit Consultant, you will…
• Be the link between business and IT for finance and billing domains (GL, AP, AR). Examples: contract and product management, credit management, processing outgoing and incoming payments, configuration of accounting, manage invoice, etc.
• Translate business and functional requirements into application solutions
• Configure UMAX processes to make sure the system works as expected for demonstrations and discovery sessions
• Work with the sales team to make sure that RFP and prospect needs are incorporated into product specifications and functions
• Lead and organize meetings and workshops with the Pursuit and Sales
• Travel, as needed
Our ideal candidate…
A dynamic team player looking to grow in an evolving, international company with the following qualifications:
• a master’s or bachelor’s degree in finance, or equivalent experience
• experience in the utility or telecom industry
• qualified in identifying business requirements
• ability to understand business processes
• experience in sales engineering / support or project delivery
• experience in public speaking and presenting
• strong sales and communication skills (written and verbal)
• a team player and self-motivator willing to go the extra mile
• experience with Microsoft Dynamics 365 for Finance a big advantage
• Experience providing RFP responses and shortlist demonstrations a big advantage
What we offer….
• Incredible work experience with a leading, award-winning international software vendor in the utilities sector
• Working in a fast-changing, highly stable, AI-driven technology market
• Working with a best-in-class A-Team of collaborative goal-minded individuals
• Representing UMAX, a best-in-class and market leading tier one and tier two utility solution built on the Microsoft Dynamics 365 for Finance platform
• Long term career development and opportunity for career advancement
• An attractive and competitive compensation and benefits package

Just drop your CV and motivation, and we’ll let you know if there’s a match.

Apply for one of our job openings or send us your CV and motivation . We’ll be happy to check if we find a match .

2

LET’s
MEET

We’ll contact you by phone to discuss your skills and career goals, and to assess whether theyalign with what we are looking for. If we are a good match, you’ll be invited for an interview at our Atlanta offices.

3

Expert interview

You’ll be interviewed by one of our experts, who will also provide you with more details about the job content, company culture, and growth & development opportunities.

4

Contract proposal

If we click, we’ll be happy to send you a contract proposal, and welcome you to our #OneMagentaFamily!