Altai Systems · 19 hours ago
Microsoft Dynamics 365 CRM Consultant
United States
Full-time
Remote
Mid Level
3+ years expAltai Systems is a provider of association-specific CRM software built on Microsoft Dynamics 365 CRM. They are seeking an experienced Microsoft Dynamics 365 CRM Consultant to lead client engagements, conduct requirements analysis, and implement tailored solutions to enhance client business processes.
CRMSoftware
Hiring Manager
Beth Power
Responsibilities
Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution
Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process
Lead the client through a thorough requirements analysis process to understand business needs, goals, and objectives
Work with clients to develop new best practice business processes that fit our software
Work with Business Analyst to document requirements and create corresponding Jira tickets of representing all client needs
Create a gap analysis to highlight the gaps between our base offering and the client’s requirements
Collaborate with Project Managers to present solutions for gaps
Collaborate in internal solutions review meeting with project team and developers to ensure solutioning is an out-of-the-box first approach
Create business process specs that start with the end-user experience on the web and extend to the back-office processes in the CRM
Create user stories, use cases, and test criteria for agreed upon requirements (base and custom)
Collaborate with Project Manager and Development Manager to convey any custom requirements
Provide custom documentation to clients for unique business solutions
Collaborate with Altai’s Director of Professional Services to improve Altai’s best practices
Configure our Power Apps Dynamics 365-based solution
Configure the Altai Web Portal components of our solution
Leverage Power Automate to configure and implement business logic
Perform thorough testing within client environments; collaborate with internal testing team to direct additional testing
Respond promptly and professionally to all client requests
Show initiative and accountability in driving project success
Provide training to clients on product set-up and usage
Provide mentoring and guidance to newer Consultants
Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes
Maintain accountability for personal billability goals (75%/week)
Ensure all documented processes and procedures are followed
Qualification
Required
3+ years of experience designing and configuring business solutions within the Microsoft Dynamics 365 CRM platform
3+ years conducting thorough discovery and gap analysis engagements
3+ years creating detailed business documentation to support planned CRM implementations
Power Platform development experience including Power Apps (Canvas and Model-Driven), Dataverse, Power BI, Power Automate, and Common Data Service administration
Passion for excellence in user experience
Creative and analytical thinking
Excellent oral and written communication skills
Ability to manage multiple competing priorities and complex tasks simultaneously
Ability to translate highly-technical concepts into plain language for non-technical stakeholders
Preferred
Microsoft certifications are desirable
Experience within the association industry is desirable
Benefits
Great pay
Competitive benefits
Flexible work schedules
Company
Altai Systems
Altai Systems is a Cloud based Microsoft Dynamics 365 development firm specializing in solutions for membership management.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Megan McKelvy
Chief Operating Officer
Jon Martin
Managing Partner and Director of Consulting Services
Company data provided by crunchbase