CRM Consultant

Two Circles

$75K — $90K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years as a Dynamics 365 Functional Consultant.
  • Strong experience in business analysis, requirements gathering, and process mapping.
  • Proficient in creating functional and technical design documentation.
  • Experienced in developing UAT scripts and supporting user acceptance testing.
  • Familiar with Microsoft Power Platform and building PowerApps.
  • Certifications in Microsoft Dynamics or Power Platform are a plus, such as PL-900 or PL-200.

Responsibilities

  • Run workshops for requirements gathering and process mapping in client-facing settings.
  • Manage project timelines and documentation, ensuring deadlines are met.
  • Introduce formal requirement specifications and workflow documentation.
  • Collaborate directly with client teams, architects, and developers.
  • Oversee and upskill junior internal resources in Microsoft Dynamics.
  • Engage effectively with client executives and directors on both business and technical aspects.

Benefits

  • Opportunity to work with prestigious clients across multiple markets.
  • Dynamic and entrepreneurial work environment where each day varies.
  • Possibility for travel to client sites as needed.
  • Growth opportunities through upskilling and mentorship.
Full Job Description
The role will require the candidate to be responsible for:
  • Running workshops across business requirements gathering, process mapping and use cases for Microsoft Dynamics Sales & Service implementations in a client facing role
  • Managing project timelines, project documentation and hitting required deadlines, ensuring the project is on track and escalating as required
  • Introducing formal requirement specifications and workflow documentation
  • Be responsible for working directly with client teams, solution architects and developers to ensure the solution meets the business needs
  • Managing and upskilling junior Microsoft Dynamics internal resources
  • Able to engage and impress at client Director and Exec level stakeholders both on the business side and technical side.


Able to engage and impress at client Director and Exec level stakeholders both on the business side and technical side. A Microsoft Dynamics 365 Functional Consultant will possess a blend of the following skills:

Essential skills:

Functional Requirements
  • Experience as a Dynamics 365 Functional Consultant
  • Experience across business analysis, systems audits, requirements gathering and process mapping
  • Creating functional and technical design documentation
  • Creating end user acceptance testing scripts and supporting UAT process
  • Creation of end user support and training material

Technical Requirements:
  • Understanding of Sales and Customer Service Processes
  • Experience customizing, configuring and developing Dynamics 365 solutions
  • Experience building apps within D365 Sales/Customer Engagement (CE)
  • Good understanding and experience in Microsoft Power Platform
  • Understand and experience in building Microsoft PowerApps
  • An understanding of javascript code desirable, but not mandatory
  • Certifications within Microsoft Dynamics or Power Platform desirable (PL-900, PL-200, PL-400 etc.)

General skillset
  • Can operate as a member of project teams, as well as manage them
  • Comfortable being hands on and managing key client accounts
  • Comfortable in delivering presentations and demonstrations to stakeholders
  • Worked across accounts with sizeable budget and multiple markets
  • Ability to work at pace and retain a keen attention to detail
  • A willingness to travel (if and when required)

Desirable skills:
  • Love for sports
  • Great self-starting attitude keen to join an entrepreneurial organization where every working day is different


The range below represents the low and high end of the base salary someone in this role may earn as an employee of Two Circles. Salaries will vary based on various factors including but not limited to professional and academic experience, training, associated responsibilities, and other business and organizational needs. The range listed is just one component of our total compensation package for employees. Salary decisions are dependent on the circumstances of each hire.
  • $75,000-$90,000 CAD

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