Implementation Consultant-CRM

VitalEdge Technologies; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) plan

Disability insurance

Job summary

A leading technology firm is seeking an Implementation Consultant-CRM to design and optimize Microsoft Dynamics 365 solutions for heavy equipment dealerships. The ideal candidate will have a background in Computer Science and strong skills in Dynamics 365 and Power Platform, along with client-facing communication and reporting expertise. Responsibilities include collaborating with business stakeholders, customizing CRM solutions, and developing Power Platform applications. This role offers full-time employment with comprehensive benefits like medical, vision, and 401(k) plans.

Qualifications

• Bachelor’s degree or equivalent experience in related fields.
• Experience with Microsoft Dynamics / Power Platform certifications.
• Strong skills in reporting & analytics, especially with Power BI.

Responsibilities

• Design and implement customized CRM solutions.
• Collaborate with stakeholders to gather requirements.
• Develop Power Platform solutions and create reports using Power BI.

Skills

Microsoft Dynamics 365 CRM

Power Platform

Reporting & analytics

Client-facing communication

Stakeholder management

Education

Bachelor’s in Computer Science or related field

Tools

Power BI

Power Apps

Power Automate

Job description

Join us to apply for the Implementation Consultant-CRM role at VitalEdge Technologies.

Position Overview

As a Microsoft Dynamics 365 CRM Consultant, you will design, implement, and optimize CRM solutions tailored for heavy equipment dealerships. You’ll work directly with business stakeholders to transform their sales, rental, and service operations through Microsoft Dynamics 365 and Power Platform. The role requires a mix of functional consulting, solution design, and system configuration, with an understanding of dealership processes such as unit sales, rental contracts, service management, warranty tracking, and customer engagement.

Responsibilities

Collaborate with business stakeholders to gather requirements and design CRM solutions. Configure, customize, and test Microsoft Dynamics 365 environments. Develop and deploy Power Platform solutions including Power Apps, Power Automate, and Dataverse. Create reports and dashboards using Power BI to provide actionable insights. Facilitate workshops, manage stakeholder expectations, and mentor junior team members.

Required Skills & Education

• Bachelor’s in Computer Science, Information Systems, Business, or related field — or equivalent professional experience
• Microsoft Dynamics / Power Platform certifications; role-relevant Microsoft certs (Dynamics 365 or Power Platform) or progress toward them
• Experience with reporting & analytics (Power BI); ability to design/consume BI and reporting solutions tied to CRM data
• Client-facing communication and mentoring skills; strong workshop facilitation, stakeholder management, and ability to coach junior staff or lead small delivery teams

Preferred Experience

• Hands-on Dynamics 365 / CRM experience (3–6+ years); demonstrated implementation/configuration work on Dynamics 365 Customer Engagement or earlier Dynamics CRM versions across at least a few full project cycles
• Experience with Power Platform & Dataverse; practical use of Power Apps (model-driven/canvas), Power Automate (flows), and Dataverse in implementing business solutions
• Strong functional knowledge of CRM processes; experience mapping business requirements and designing solutions for Sales, Marketing, Customer Service, and/or Field Service processes
• Consulting/delivery experience across the implementation lifecycle—requirements gathering, workshops, configuration/customization, testing, deployment, and client-facing communication; comfortable in Agile and Waterfall delivery models
• Industry vertical experience and domain knowledge—experience in one or more industry domains such as heavy equipment dealerships, manufacturing, or automotive dealerships

Benefits

• Medical insurance
• Vision insurance
• 401(k) plan
• Disability insurance

VitalEdge is an Equal Opportunity Employer

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Information Technology
• Industries: Software Development, IT Services, IT Consulting