As a D365 CRM Lead Functional Consultant you can expect to…  

• Conduct meetings/workshops with subject matter experts and other stakeholders  

• Create requirements documents, fit-gap analysis, test plans, training materials, and manage product backlogs  

• Be responsible for risk assessment, as-is and to-be processes, and gap fit verification  

• Provide business process consulting to help define the problem, propose and create the solution  

• Lead discussions with the client and project teams during the Project Design meetings  

• Lead train-the-trainer sessions for the configured client solution.  

• Guide teams on project processes, deliverables and contribute to the proposal development, client training and internal capability building, as well as help detail the project scope  

• Define the design sessions and workshop agendas and meetings  

• Perform advanced configuration and customization of the Dynamics 365 solution, test functionalities, create workflows and manage security roles/privileges to meet cross functional requirements   

• Work with clients to develop new business processes that leverage D365 CRM best practices  

• Provide advisement to client key users who are responsible for managing and delivering CRM related services to their teams   

• Use proven methodologies to deliver successful projects, including industry best practices  

• Ensure that there is a formal process in place for testing and issues resolution; Drive the team to resolve all issues identified during the testing and QA phases  

Sound interesting? If so, you’ll have…   

• Bachelor’s degree required in Computer Science, Business Administration, MIS or related field   

• 8+ years of experience implementing recent versions of D365 CRM  

• 8+ years of consulting experience working in a client-facing role   

• Deep understanding of the functional capabilities and limitations of D365 CRM   

• Hands-on experience with multi-phase, enterprise-wide D365 CRM implementations   

• Proficiency in requirements analysis while utilizing techniques such as User Stories, Use Cases, Prototypes, Interviews, and Storyboards    

• Experience with Agile methodologies and capable of mapping User Story definitions to functional solutions, as well as defining user acceptance criteria   

• Strong analytical, presentation, documentation, and inter-personal skills   

• Ability to travel to client sites as necessary 

You’re great at…  

• Multitasking, being flexible & paying close attention to detail   

• Working in a highly collaborative team environment   

• Configuring, customizing & designing solutions   

• Leading a Functional Team on a project ensuring best practices and approaches are maintained  

• Holding yourself and your team accountable for delivering the highest quality work  

• Diagnosing and troubleshooting complex D365 CRM issues with creative solutions  

• Resolving client conflicts and/or escalated issues while maintaining composure in a stressful situation   

• Learning new concepts quickly and thoroughly  

• Promoting the mission and Shared Values of our company  

Physical Requirements: 

• This is a sedentary position that primarily involves sitting/standing. You can expect to: 

• Remain in a stationary position, often standing or sitting for prolonged periods 

• Work on a computer and look at a computer screen for prolonged periods 

• Move about to accomplish tasks or moving from one worksite to another 

• Communicate with others to exchange information via telephone, email, instant messaging tools and video conferencing 

• Perform repeat motions that may include the wrists, hands and/or fingers (i.e. typing on a keyboard, using a computer mouse, etc.) 

• Assess the accuracy, neatness and thoroughness of the work assigned 

• Travel by airplane, train, or automobile to client sites to perform sedentary work as outlined above 

The Perks 

We offer competitive pay with and performance-based bonus. Our employees also enjoy unlimited time off and a flexible and affordable benefits program designed to help you be and stay well, including: medical, dental & vision coverage, flexible spending accounts, health reimbursement account, and a 401(k) plan with a company match. Additionally, you’ll have the benefit of working alongside enthusiastic and energetic teammates in a dynamic and thriving environment. 

HSO is an Equal Opportunity Employer.