Dynamics 365 CRM Consultant — Remote, Impactful Implementations

Momentive Software, Inc.; United States, Northern America, Americas; Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

401(k) with company match

Flexible PTO

Job summary

Momentive Software is seeking a technically adept professional to join the Cobalt team as a Dynamics 365 specialist. You will configure no-code solutions for clients, guide best practices, and lead discovery sessions to translate business processes into Cobalt configurations.

Responsibilities include analysis, documentation, QA, and maintaining client relations throughout multi-project implementations, with remote work flexibility and occasional travel.

Qualifications

• 2–4 years of experience in software implementation or CRM/AMS consulting.
• Bachelor’s degree or equivalent experience in IT or business.
• Ability to translate client processes into Cobalt configurations.
• Strong communication and client-management skills.

Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt’s product.
• Guide clients on best practices for using Cobalt and Dynamics 365.
• Lead requirements gathering and discovery sessions.
• Assist with business analysis, documentation, QA, and configuration.
• Manage project deliverables, timelines, and client expectations.

Skills

CRM/AMS implementation

Client-facing

Project coordination

Office 365 proficiency

SQL basics

Education

Bachelor’s degree in IT / IS / Business or related field

Tools

Microsoft Dynamics 365

Salesforce or equivalent

SQL

Office 365

Job description

Momentive Software is seeking a technically adept professional to join the Cobalt team as a Dynamics 365 specialist. You will configure no-code solutions for clients, guide best practices, and lead discovery sessions to translate business processes into Cobalt configurations.

Responsibilities include analysis, documentation, QA, and maintaining client relations throughout multi-project implementations, with remote work flexibility and occasional travel.