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VeriPark · 3 hours ago

CRM Functional Consultant

United States

Full-time

Remote

Senior Level

5+ years exp

VeriPark is a global professional team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will leverage their experience in banking to provide expert consultancy and solutions utilizing Microsoft CRM and enhance operational efficiency for clients.

ComputerFinancial ServicesSoftware

Responsibilities

Facilitate workshops to develop business requirements; create demonstrations to provide proof of concept; plan and assist the team in drafting Statements of Work, including estimation of effort and cost

Provide input and advice regarding Microsoft Dynamics 365 capabilities, functions, and features to clients and prospects

Conduct hands-on implementation, configuration, and development of the various components of Microsoft Dynamics 365

Build positive client relationships by developing an understanding of clients’ business processes

Develop analytical and insightful recommendations to meet deliverable targets, and complete project tasks within budget and to customer satisfaction

Perform requirements gathering and business process analysis

Understand customer requirements and advise the project team on highly specialized, complex solution architecture and implementation

Participate as the technical expert in proposal development and presentations to prospective clients

Deliver presentations to all levels of management

Adapt to different end-user learning styles when training or gathering requirements

Create documentation for clients, including PowerPoint presentations and Visio workflows covering functional and technical requirements, design, training, and process engineering

Assist internal resources with support or pre-sales of Microsoft CRM and related integrations

Qualification

Microsoft Dynamics CRMRetail Banking experienceBusiness requirements gatheringSalesforceCRM integration developmentMicrosoft Certified Dynamics 365PowerPoint presentationsVisio workflowsCommunication skillsTeam collaboration

Required

5+ years of Microsoft Dynamics CRM implementation experience

Experience as a consultant in a consulting practice, facilitating discovery workshops

Excellent communication skills, with the ability to interact with all levels of employees, including C-level executives

Experience creating strong business cases supported by compelling value propositions

Experience gathering business requirements (as-is/to-be models) and configuring Microsoft CRM modules, including Sales and Call Center; Marketing experience is a plus

Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through Microsoft CRM API usage and integration development

Knowledge of Microsoft SharePoint, Business Intelligence tools, etc

Working knowledge of Microsoft products, general networking, and Active Directory is required

Bachelor's degree in Business Administration, Information Technology, or Engineering

Proven track record of successful CRM implementations and projects in Retail Banking, Business Banking, Commercial Banking, or Corporate Banking domains

Prior experience working with diverse teams and managing stakeholders in a consulting capacity