Solutions Consultant – CRM

Eide Bailly LLP; Salt Lake City (UT); Remote; USD 135,000 - 170,000; Full time

Job summary

Eide Bailly LLP seeks a Solutions Consultant – CRM to partner with sales teams and act as a technical advisor in pre-sales processes. The ideal candidate will have a background in business applications, strong communication skills, and extensive experience in CRM solutions, with a competitive salary and comprehensive benefits.

Benefits

Generous paid time off

Comprehensive medical, dental, and vision insurance

401k profit sharing

Certification incentives

Education assistance

Referral program

Qualifications

• 7+ years of experience in a technical pre-sales role.
• Experience supporting Microsoft Dynamics 365 or Salesforce.

Responsibilities

• Partner with sales to support proposals and solutions presentations.
• Act as a technical advisor throughout the pre-sales process.

Skills

Excellent communication skills

Technical pre-sales experience

Client meetings assessment

Education

Bachelor’s degree in business, Information Systems, Accounting, or related field

Tools

Microsoft Dynamics 365

Salesforce

Power Platform

Job description

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Location: Physical location anywhere in the continental US.

Work Arrangement: Remote

Typical Day in the Life

The Solutions Consultant - CRM Duties Include

• Partner with the sales team to support proposals, pitches, and solution presentations for clients evaluating CRM solutions.
• Act as a technical advisor and subject matter expert throughout the pre-sales process, attending client meetings to assess business requirements and recommend tailored solutions.
• Collaborate with business development leaders to craft compelling business cases, ROI justifications, and implementation roadmaps.
• Analyze client needs and map them to appropriate business applications.
• Design and present demonstrations that showcase the full value of the portfolio solution, aligned to each client’s industry and operational needs.
• Assist in developing implementation plans, technical estimates, and project scope documentation to ensure feasibility and profitability.
• Maintain up-to-date knowledge of business applications solutions and participate in refining our internal demonstration environments and solution accelerators.
  
  

Who You Are

• You hold a bachelor’s degree in business, Information Systems, Accounting, or a related field.
• You have 7+ years of experience in a technical pre-sales or solution engineering role, ideally supporting Microsoft Dynamics 365 Sales or Salesforce.
• Preferred candidate will have experience with the Microsoft ecosystem including Dynamics 365 CRM (Sales, Customer Service), Modern Work and the Power Platform.
• You bring experience navigating complex sales cycles and working directly with executive stakeholders.
• You possess excellent communication skills and are confident delivering presentations to both technical and non-technical audiences.
• Understanding of Agentic AI and how it fits into business applications is a plus
• Microsoft certifications (e.g., Dynamics 365 Functional Consultant, Power Platform App Maker) are a plus.
  
  

Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits And Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Salary: $135,000 - $170,000, depending on experience/location/level.

Beyond base salary, Eide Bailly offers generous paid time off, comprehensive medical, dental, and vision insurance, 401k profit sharing, lifestyle spending account, certification incentives, education assistance, and a referral program.

What To Expect Next

We’ll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Accounting, IT Services and IT Consulting, and Computer and Network Security

Referrals increase your chances of interviewing at Eide Bailly LLP by 2x

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