Senior Support Engineer

ValueMomentum; Piscataway Township (NJ); On-site; USD 100,000 - 130,000; Full time

Job summary

ValueMomentum is seeking a Techno-Functional Consultant specializing in Dynamics 365 CRM to design and implement the agency distribution module for an insurance carrier. You will model Dataverse data, configure security, and deliver live integrations from core systems, ensuring accurate visits, tasks, notes, and contacts.

You will collaborate with business stakeholders to gather requirements, run demos, and drive ALM using the pac CLI, while coordinating with data teams and delivering dashboards

Qualifications

• 4–8 years with Dynamics 365 Sales / Dataverse and at least two end-to-end implementations.
• Deep configuration: tables, alternate keys, custom activities, business rules, forms, model-driven apps.
• Dataverse security (roles, BUs, teams, column security) and production-grade Power Automate.
• External data integration: virtual tables, dataflows or Fabric pipelines, upserts on alternate keys; ALM with the Power Platform CLI.

Responsibilities

• Execute a signed-off Dynamics 365 CRM design for an insurance carrier's agency distribution team.
• Build the Dataverse data model and extend accounts/contacts for a custom visit activity.
• Deliver integration with client data team and manage daily syncs and write-backs to core system.
• Configure seven security roles and implement Power Automate flows for reminders and notifications.
• Build role-based dashboards, enable Outlook/Teams integration, and run the ALM pipeline.

Skills

Dynamics 365 Sales

Dataverse

Power Automate

ALM

Power Platform CLI

Tools

Fabric

Synapse

Power BI

pac CLI

Job description

ValueMomentum is a leading solutions provider for the global property and casualty insurance industry, supported by deep domain and technology capabilities. We help insurers stay ahead with sustained growth and high performance for enhancing stakeholder value and fostering resilient societies. Trusted by over 100 insurers, ValueMomentum is one of the largest services providers exclusively focused on property and casualty. ValueMomentum is headquartered in Piscataway, NJ, with state-of-the-art delivery centers in Piscataway, NJ; Hyderabad, Pune, and Coimbatore in India; Toronto in Canada; and London in the United Kingdom.

ValueMomentum is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. We make all employment decisions based on qualifications, merit, and business needs, without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

We are also committed to providing reasonable accommodation for qualified individuals with disabilities and applicants throughout the recruitment process, in accordance with applicable laws.

Location: Piscataway, NJ

Techno-Functional Consultant, Dynamics 365 CRM

The roleExecute a signed-off Dynamics 365 CRM design for an insurance carrier's agency distribution team. Agency identity syncs in from the core system through Fabric and stays read-only; production is read live through virtual tables; the CRM owns visits, tasks, notes and contacts. One person carries both halves: configure the system, and sit with the business to get it right.

What you will do

• Build the Dataverse data model: extended account and contact tables, a custom visit activity, choice lists, business rules and forms, from a field-level design that already exists.
• Deliver the integration with the client's data team: a daily sync keyed on an alternate key, sync-filled lookups, virtual tables over production, and a write-back of assignments to the core system.
• Configure seven security roles from an agreed access matrix, plus Power Automate flows for follow-up reminders and notifications.
• Build role-based dashboards, set up Outlook and Teams integration, and run the ALM pipeline with the pac CLI. Run working sessions, close open design items, and demo working software at monthly checkpoints.

Must have

• 4 to 8 years with Dynamics 365 Sales / Dataverse; at least two end-to-end implementations. Deep configuration: tables, alternate keys, custom activities, business rules, forms, model-driven apps.
• Dataverse security (roles, BUs, teams, column security) and production-grade Power Automate.
• External data integration: virtual tables, dataflows or Fabric pipelines, upserts on alternate keys; ALM with the Power Platform CLI.
• The functional half: runs a requirements session and presents to business stakeholders without a translator.

Nice to have

P&C insurance distribution (agencies, producers, appointments). Fabric or Synapse; Power BI. Power Pages. Copilot for Sales. PL-200, MB-210 or PL-400