Dynamics 365 Implementation Consultant (Remote)

Momentive Software, Inc.; United States; Remote; USD 70,000 - 100,000; 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

Remote Work Flexibility

Job summary

Momentive Software, Inc. is seeking a driven professional to join the Cobalt team, delivering no-code configurations of Microsoft Dynamics 365 and our Cobalt products for associations and member-based organizations.

You will collaborate with clients to translate business goals into effective configurations, document requirements, and contribute to testing and success across implementations.

Qualifications

• Requires 2–4 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
• Experience configuring a CRM/AMS platform (such as Microsoft Dynamics 365, Salesforce, or a comparable system)
• Proficient in Office 365 apps (Word, Excel, PowerPoint, Outlook)
• Familiarity with SQL, reporting tools, and data migration concepts

Responsibilities

• Learn and master Microsoft Dynamics 365 and Cobalt's product to effectively configure no-code solutions for 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, and quality assurance throughout the SDLC
• Determine database and Microsoft Dynamics 365 configuration needs 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 with PMO support
• Handle multiple concurrent client implementations with minimal supervision

Skills

Client-facing

Project management

Business analysis

Organizational skills

Education

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

Tools

Microsoft Dynamics 365

Cobalt product configurations

Office 365

Job description

Momentive Software, Inc. is seeking a driven professional to join the Cobalt team, delivering no-code configurations of Microsoft Dynamics 365 and our Cobalt products for associations and member-based organizations.

You will collaborate with clients to translate business goals into effective configurations, document requirements, and contribute to testing and success across implementations.