Senior D365 CRM Solutions Lead - Hybrid, Growth

Wipfli; United States; Hybrid; USD 88,000 - 132,000; Full time

Benefits offered by this job

Health plan options

Dental and vision coverage

401(k) with profit share

Job summary

Wipfli, a leader in professional services, seeks a Senior Consultant to deliver Microsoft D365 CRM-based solutions and drive operational excellence for clients. Under supervision from a Manager to Director, you’ll lead projects, architect CRM configurations, and guide delivery resources in line with firm policies.

You will engage with sales, marketing, service, and operations to capture requirements, deploy CRM solutions, and manage risks while contributing to business development.

Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• 5+ years of experience in a professional services firm or private industry focused on technical solutions.
• 4+ years of experience with Microsoft D365 CRM implementations.
• 2+ years of project management experience in a professional services or similar environment.
• Expert-level understanding of Microsoft D365 CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing.
• Experience defining business requirements, managing business processes, and client relationship management.

Responsibilities

• Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support.
• Architect and develop solutions based on client requirements and deep knowledge of Microsoft D365 CRM applications.
• Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations.
• Configure, test, and deploy Microsoft D365 CRM solutions and associated applications.
• Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery.
• Communicate with clients on functional deliverables, work plan status, and issues.
• Identify risks, manage scope changes, and implement change-management processes.
• Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities.
• Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery.

Skills

Client interaction

Project management

Microsoft D365 CRM

Agile methodologies

Education

Bachelor’s degree or equivalent

Tools

JIRA

DevOps

Job description

Wipfli, a leader in professional services, seeks a Senior Consultant to deliver Microsoft D365 CRM-based solutions and drive operational excellence for clients. Under supervision from a Manager to Director, you’ll lead projects, architect CRM configurations, and guide delivery resources in line with firm policies.

You will engage with sales, marketing, service, and operations to capture requirements, deploy CRM solutions, and manage risks while contributing to business development.