Sales Specialist - Microsoft Dynamics F&O

Forvis Mazars US; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Forvis Mazars US is seeking a mid-level, quota-carrying Microsoft Dynamics F&O ERP Sales Specialist to pursue and close ERP opportunities sourced from clients, referrals, and marketing initiatives. You will partner with solution architects, delivery teams, and marketing to craft well-scoped ERP solutions and drive revenue growth.

The role emphasizes consultative selling, cross-team collaboration, and end-to-end ownership of the sales process from discovery to close, with pipeline integrity

Qualifications

• 3–5+ years of experience in B2B sales, preferably within ERP or cloud software.
• Proven ability to manage and close complex, consultative sales opportunities.
• Strong written and verbal communication with a professional, client-facing presence.
• Experience with CRM platforms (Salesforce, Dynamics, HubSpot, or similar).

Responsibilities

• Pursue qualified Microsoft Dynamics F&O ERP opportunities from existing clients, referrals, and marketing initiatives.
• Own the full sales cycle from discovery through proposal, pricing, contract, and close.
• Conduct discovery conversations to understand client business needs and growth objectives.
• Position Dynamics F&O ERP capabilities in a consultative, value-driven manner.
• Translate client requirements into well-scoped ERP solutions with architects and delivery leaders.
• Develop and deliver client-facing presentations for executives and stakeholders.
• Collaborate with SDRs, business developers, marketing, and delivery teams to ensure alignment.
• Maintain accurate pipeline visibility, forecasting, and CRM activity; meet revenue targets.

Skills

B2B sales

ERP software sales

Consulting

Tech-enabled solutions

Tools

Salesforce

Dynamics

HubSpot

Job description

Description & Requirements

The Microsoft Dynamics F&O ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Microsoft Dynamics F&O ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.

This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Microsoft Dynamics F&O solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.

What You Will Do

• Pursue qualified Microsoft Dynamics F&O ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives


• Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close


• Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives


• Position Microsoft Dynamics F&O ERP capabilities and Forvis Mazars services in a consultative, value-driven manner


• Translate client requirements into well-scoped Microsoft Dynamics F&O ERP solutions in partnership with solution architects and delivery leaders


• Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders


• Collaborate closely with:




• Sales Development Representatives for lead handoff and progression


• Business Developers on account expansion and cross-service opportunities


• Marketing on campaign-driven leads and messaging feedback


• Delivery and practice teams to ensure accurate scoping and smooth transition to implementation




• Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system


• Meet or exceed assigned revenue targets and sales performance expectations

Minimum Qualifications

• 3‑5+ years of experience in B2B sales, preferably within:
  
  
  
  • ERP or cloud software sales
  
  
  • Professional services or consulting
  
  
  • Technology‑enabled business solutions
  
  
  
  


• Proven ability to manage and close complex, consultative sales opportunities


• Strong written and verbal communication skills with a professional, client‑facing presence


• Ability to articulate business value and align solutions to client needs


• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar)

Preferred Qualifications

• Experience selling or supporting Microsoft Dynamics F&O ERP or other cloud‑based ERP platforms


• Background in accounting, advisory, or professional services environments


• Familiarity with multi‑stakeholder, mid‑market sales cycles

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.