SS&C Technologies · 1 day ago
Senior Project Consultant (Microsoft Dynamics 365)
Jacksonville, FL
Full-time
Hybrid
Mid, Senior Level
3+ years expSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. They are seeking a Senior Project Consultant to implement and upgrade Microsoft Dynamics 365, serving as a subject matter expert and managing project plans while providing client training and support.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Consult using product, industry, and best business practices knowledge and experience
Serve as subject matter expert and project resource during Salentica CRM (Dynamics 365) implementations and upgrades
Identify and presents product solutions and related business process solutions that support the client's tactical and strategic initiatives
Create and maintains project plans, collect & document project requirements, manage project scope and schedule
Maintain all project artifacts, issue resolution, tests and validates deliverables
Provide client training/education, and transitory post-implementation support
Communicate project-related information via project management tools including project schedule, status reports, risk register, change log and other project artifacts as needed
Execute data analysis of client source databases and client files to identify source to target mappings
Work closely with client and data engineer to generate data mapping documentation which supports creation of data migration scripts
Deploy and configure the Salentica CRM product (Dynamics 365) according to defined requirements and agreed-upon scope
Partner with other functional groups (e.g., training/education, sales, product development, professional services, support, relationship management) to introduce and support new product functionality and/or additional product and/or service offerings
Identify additional revenue opportunities and provide cross-selling support
Demonstrate a developing functional knowledge to evaluate the implications of issues and make recommendations for solutions
Recognizes and minimize Salentica project risk exposure
Guide and mentor less experienced team members
Recommends Great Ideas!
Qualification
Required
Ability to work independently as a self-starter and in a team environment
Ability to work collaboratively with internal teams to deliver client solutions
Working knowledge of financial services and wealth/asset management markets
Proven experience with Dynamics 365 CRM Implementation or Administration
Superior time-management skills, with the ability to handle multiple projects/tasks simultaneously
Experience managing projects of moderate scope or on varied tasks that require resourcefulness, self-initiative, and significant independent judgement
Superior written and verbal communications skills to communicate with both internal and external stakeholders
Experience dealing with complex business problems, identifying business/functional user requirements, recommending how to best support them through processes and applications and outline steps for execution
Ability to manage stakeholder expectations, have influence without authority, and a strong ability to sell recommendations and solutions by stating advantages and value in business terms
Bachelor's Degree with 3 years relevant industry experience
Preferred
Microsoft Dynamics certifications considered an asset, but not required
PMP designation considered an asset, but not required
Experience with ETL tools and SQL query building experience considered an asset but not required
Benefits
Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Discounts on fitness clubs, travel and more!
Health, dental, 401k plan, tuition and professional development reimbursement plan
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-20
2026-01-16
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