Description & Requirements The Microsoft Dynamics F&O ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Microsoft Dynamics F&O ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.
This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Microsoft Dynamics F&O solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.
What You Will Do: - Pursue qualified Microsoft Dynamics F&O ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives
- Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close
- Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives
- Position Microsoft Dynamics F&O ERP capabilities and Forvis Mazars services in a consultative, value-driven manner
- Translate client requirements into well-scoped Microsoft Dynamics F&O ERP solutions in partnership with solution architects and delivery leaders
- Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders
- Collaborate closely with:
- Sales Development Representatives for lead handoff and progression
- Business Developers on account expansion and cross-service opportunities
- Marketing on campaign-driven leads and messaging feedback
- Delivery and practice teams to ensure accurate scoping and smooth transition to implementation
- Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system
- Meet or exceed assigned revenue targets and sales performance expectations
Minimum Qualifications: - 3-5+ years of experience in B2B sales, preferably within:
- ERP or cloud software sales
- Professional services or consulting
- Technology-enabled business solutions
- Proven ability to manage and close complex, consultative sales opportunities
- Strong written and verbal communication skills with a professional, client-facing presence
- Ability to articulate business value and align solutions to client needs
- Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar)
Preferred Qualifications: - Experience selling or supporting Microsoft Dynamics F&O ERP or other cloud-based ERP platforms
- Background in accounting, advisory, or professional services environments
- Familiarity with multi-stakeholder, mid-market sales cycles
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