Dynamics 365 Sales Lead (Functional-Technical)

The White Team; United States; Remote; USD 44,000 - 46,000; Full time

Benefits offered by this job

We are covered by the Consulting and

23 vacation days per year

14-payment salary scheme

Childcare vouchers

Private medical and dental insurance

Job summary

The Whiteam Consulting is looking for a Dynamics 365 Sales Functional-Technical Lead who will own the design, configuration, governance, and continuous evolution of the LMS solution built on Microsoft Dynamics 365 Sales and Dataverse.

Acting as the primary functional and technical authority, this role is responsible for defining the Account and Client data model, lead and opportunity lifecycle management, pipeline governance, scoring and routing mechanisms, activity management, and customer

Responsibilities

• Poseer la solución Dynamics 365 Sales como líder funcional y técnico principal.
• Definir y mantener el modelo de datos de Account/Client, Lead y Opportunity dentro de Dataverse.
• Configurar procesos de gestión de leads y pipeline, incluidas puntuación y asignaciones.
• Diseñar y mantener reglas de negocio, automatizaciones, flujos de procesos y dashboards.
• Establecer reglas de unicidad y deduplicación para calidad de datos.
• Proporcionar historial completo de interacción con el cliente a través de actividades y comunicaciones.
• Colaborar con las partes interesadas para traducir requisitos en capacidades de CRM.
• Coordinar integraciones entre Dynamics 365 y sistemas externos.
• Proporcionar liderazgo técnico, gobernanza y soporte de resolución de incidencias.
• Apoyar pruebas, despliegues y mejoras continuas.

Job description

The Whiteam Consulting is looking for a Dynamics 365 Sales Functional-Technical Lead who will own the design, configuration, governance, and continuous evolution of the LMS solution built on Microsoft Dynamics 365 Sales and Dataverse.

Acting as the primary functional and technical authority, this role is responsible for defining the Account and Client data model, lead and opportunity lifecycle management, pipeline governance, scoring and routing mechanisms, activity management, and customer