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We are seeking an experienced Lead Dynamics CRM Functional Consultant to join our team and play a central role in designing and delivering high-impact CRM solutions that address complex business needs.
This role involves providing strategic leadership, collaborating with stakeholders, and driving scalable implementations while optimizing Microsoft Dynamics 365 CRM and Power Platform applications. The Lead Consultant will also mentor team members and contribute to the long-term vision of CRM initiatives.
Responsibilities
- Define and oversee the translation of business requirements into actionable functional specifications
- Lead the configuration of Microsoft Dynamics CRM to align with complex client needs and business processes
- Design and implement enhancements to existing CRM configurations to maximize efficiency and scalability
- Collaborate closely with technical teams to ensure seamless integration and successful solution deployment
- Act as the primary liaison with clients, gathering feedback and ensuring expectations are consistently met
- Deliver advanced training sessions for end-users and stakeholders on CRM functionalities and solutions
- Perform comprehensive impact analyses to assess process changes and recommend improvements
- Facilitate strategic communication between stakeholders and technical teams to align business goals
- Oversee and drive CRM-related projects from initiation to successful completion, adhering to timelines and budgets
- Define and execute testing strategies to validate system functionality and ensure quality assurance
- Champion the adoption of Agile methodologies across the team and refine Agile processes
- Develop and maintain comprehensive business analysis documentation, including roadmaps and workflows
- Conduct industry research to stay updated on CRM trends, emerging technologies, and innovative practices
- Provide leadership in establishing CRM best practices and standards for implementation across projects
- Mentor junior consultants and team members, fostering professional growth and technical expertise
Requirements
- 5+ years of experience as a Functional Consultant, ideally within the IT, Consulting, or Insurance industry
- 1+ years of demonstrated experience leading Agile teams or projects, including facilitating ceremonies and driving iterative improvements
- Advanced expertise in MS Dynamics 365 CRM configuration, including customization, workflow creation, and security management
- In-depth knowledge of MS Power Apps and Power Automate, with experience in application lifecycle management and complex implementations
- Strong understanding of application programming principles, QA methodologies, database systems, and enterprise system design
- Exceptional communication, presentation, and leadership skills, with the ability to influence technical and non-technical stakeholders
- Proven track record of managing customer relationships, conducting impact analysis, and resolving critical issues efficiently
- Ability to balance strategic thinking with tactical execution in ambiguous and dynamic environments
- Advanced proficiency in English (verbal and written, B2+ level)
Nice to have
- Exposure to Virtual Agents (AI ChatBots), Power Portals, and advanced Power Automate workflows
- Hands-on experience with Power BI for analytics and reporting purposes
- Familiarity with additional ERP/CRM systems beyond Microsoft Dynamics 365
- Certifications related to Data Science or an advanced technical domain
- Experience working in a fast-paced startup or entrepreneurial environment
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