Stoneridge Software · 17 hours ago
Dynamics 365 CE Senior Consultant
United States
Full-time
Remote
Senior Level, Lead/Staff
$130K/yr - $164K/yr
8+ years expStoneridge Software is seeking a Senior Consultant to provide strategic leadership and guide clients through successful implementations of Microsoft Dynamics 365 Customer Engagement (CE) and the Power Platform. The role involves collaborating with clients to design solutions, leading business process design, and ensuring high-quality implementations that drive meaningful business outcomes.
ComputerConsultingInformation TechnologyRoboticsSoftware
No H1B
Hiring Manager
Olivia Adepitan
Responsibilities
Partner with client stakeholders to co-create a shared vision, learning how teams work today and identifying opportunities, including AI and automation to elevate and streamline processes
Lead discovery to uncover requirements, analyze current-state processes and roles, and translate needs into clear features, user stories, and a prioritized backlog
Guide clients as their primary functional advisor, offering best practices across Dynamics 365 CE, Power Platform, and change adoption
Develop future-state solution designs that reflect business goals across workflows, data models, reporting, security, and integrations
Document functional specifications, design decisions, and future-state processes to ensure alignment and clarity across teams
Maintain and structure requirements in Azure DevOps using Epics, Features, and Tasks, and writing clear, actionable User Stories with measurable Acceptance Criteria to ensure alignment and high-quality delivery
Configure Dynamics 365 CE modules to optimize workflows and empower users, always grounding configuration choices in people and process first and then technology
Customize entities, forms, views, workflows, business rules, dashboards, and reports to reflect client-specific needs, while identifying opportunities to leverage AI/Copilot and Power Platform tools
Establish data governance, security roles, compliance standards, and environment best practices that support sustainable operations
Collaborate closely with solution architects, developers, and external partners to integrate D365 CE with EPR, marketing, service, or other business systems
Adapt delivery practices within the Proven Process to fit each client’s culture, pacing, and readiness
Validate solutions through functional testing grounded in the business processes and defined success criteria
Lead stakeholder demonstrations that reinforce understanding, alignment, and confidence in the solution, translating technology choices into business impact
Participate in project planning and checkpoint ceremonies, offering functional insight that ensures predictable, low-friction delivery across teams
Support readiness and cutover planning by making sure people, process, and technology changes are understood and aligned
Drive user adoption through targeted enablement, delivering training, workshops, and hands-on support that equips people to succeed on day one
Monitor system performance and business usage, recommending improvements that enhance scalability, efficiency, and process maturity over time
Maintain a continuous-improvement mindset, guiding clients on new Dynamics 365 and Power Platform capabilities, modernization opportunities, and evolving AI-driven enhancements
Qualification
Required
Deep CRM expertise and extensive hands-on experience configuring and deploying Dynamics 365 CE and Power Platform technologies, including Sales, Customer Service, Customer Insights – Journeys, Field Service, Power Pages, and Copilot/Copilot Studio
Strong analytical and problem-solving skills
Clear communication skills both verbally and in writing
Ability to work independently or as part of a collaborative team
Experience leading business process design and integration efforts across transformation programs and major initiatives
Ability to engage cross-functional teams and assess upstream and downstream impacts
Experience translating business needs into actionable future-state recommendations
Experience documenting functional specifications, design decisions, and future-state processes
Experience maintaining and structuring requirements in Azure DevOps using Epics, Features, and Tasks
Experience writing clear, actionable User Stories with measurable Acceptance Criteria
Experience configuring Dynamics 365 CE modules to optimize workflows
Experience customizing entities, forms, views, workflows, business rules, dashboards, and reports
Experience establishing data governance, security roles, compliance standards, and environment best practices
Experience collaborating closely with solution architects, developers, and external partners
Experience validating solutions through functional testing
Experience leading stakeholder demonstrations
Experience participating in project planning and checkpoint ceremonies
Experience supporting readiness and cutover planning
Experience driving user adoption through targeted enablement
Experience monitoring system performance and business usage
Continuous-improvement mindset
Preferred
8+ years implementing, configuring, and customizing Microsoft Dynamics CRM/Dynamics 365 Customer Engagement
5+ years delivering solutions leveraging the Power Platform
Associate's or bachelor's degree in Computer Science, Information Systems, Business, or a related field
Demonstrated ability to design innovative, scalable solutions that address complex business requirements
Strong skills in requirements elicitation, business process modeling, data analysis, project support, QA/testing, user training, risk management, documentation, wireframing, integration planning, and knowledge sharing
Proficiency with tools including Azure DevOps, Visio, Power BI, Power Apps Studio, Power Platform Admin Center, PowerPoint, and Copilot Studio
Hands-on experience with CRM versions 2011, 2013, 2015, 2016, and Dynamics 365 CE, plus Power Platform components
Knowledge of workflow and integration between applications such as Dynamics 365 Business Central, Dynamics 365 Finance, or Dynamics 365 Supply Chain Management
Industry experience in Agriculture, Industrial Machinery, Construction, or Specialty Construction
Excellent verbal and written communication skills
Ability to travel to unanticipated client sites nationwide as needed
Ability to communicate effectively in both spoken and written English
Exhibits Stoneridge Software's Core Values of Integrity, Technical Excellence, Tenacity, Client Centric, and Enjoy your Work
Benefits
Medical Insurance
Dental Insurance
Vision insurance
401(k) contribution program (US) or RRSP Benefits (Canada)
Life insurance
Disability Benefits
Paid parental leave
Paid flexible time off
Paid sick time (US) or floater days (Canada)
Paid holidays
Flexible work schedules
Mobile/internet reimbursement
Employee and family assistance program
Learning and development funding
Employer charitable contribution
Paid business mileage
Home office and wellness allowance (US Only)
HSA contribution (US Only)
Company
Stoneridge Software
Stoneridge Software is a computer software company providing operations software and ERP consulting services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Newell
CEO
Michelle Schumacher, CPA
Chief Financial Officer
Recent News
2025-08-29
Company data provided by crunchbase