3-5+ years of B2B sales experience in ERP, cloud software, or consulting.
Proven track record in managing and closing complex, consultative sales.
Strong written and verbal communication skills for client interactions.
Ability to align solutions with business value and client needs.
Experience with CRM platforms like Salesforce, Dynamics, or HubSpot.
Responsibilities
Pursue qualified Microsoft Dynamics F&O ERP opportunities from clients and referrals.
Own the full sales cycle from initial discovery to contract negotiation and closing.
Conduct discovery sessions to assess client needs and challenges.
Position ERP capabilities and services in a value-driven consultative approach.
Translate client requirements into tailored ERP solutions with solution architects.
Develop and deliver tailored presentations for varied stakeholders.
Collaborate with SDRs and marketing for lead progression and campaign feedback.
Maintain pipeline visibility and sales tracking in the CRM.
Meet or exceed revenue targets and sales performance expectations.
Benefits
Opportunity to work in a consultative sales role within a tech-enabled environment.
Collaboration with a diverse team including sales, marketing, and delivery.
Support for professional development and sales performance enhancement.
Engagement with established clients and opportunities for account expansion.
Access to superior marketing initiatives to generate qualified leads.
Full Job Description
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
