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CRM Business Consulant

Company: Perficient
Location: National City
Posted on: February 21, 2021

Job Description:

Overview

At Perficient you'll deliver mission-critical technology and business solutions to Fortune 500 companies and some of the most recognized brands on the planet. And you'll do it with cutting-edge technologies, thanks to our close partnerships with the world's biggest vendors. Our network of offices across North America, as well as locations in India and Columbia, will give you the opportunity to spread your wings, too.

About Our Microsoft National Business Unit

Perficient is proud to be one of just 38 partners recognized as a Microsoft National Solution Provider (NSP) Partner, and one of only seven Global NSP Partners. This distinction means that we are considered to be one of the top Solution Providers in the country (and the world). We architect, design and implement digital experience, business optimization, and industry-focused, integrated solutions leveraging Microsoft technologies across a variety of practice areas.

In 2020, Perficient was one of six companies in North America to receive Microsoft's Health Innovation Award for our Dynamics work for Dignity Health (now Common Spirit), one of the largest healthcare providers in the US. This recognition, along with some amazing work by the team, has fueled triple-digit growth, created new opportunities to serve clients in a wide variety of industries, and led to promotions and new responsibilities for our colleagues. We're looking for people who love to solve problems with technology and data, who embrace the need for continual learning in an ever-changing world, and get energized through collaboration. Is that you?

Responsibilities

As a Microsoft Dynamics CRM Business Consultant, you will be part of a team that is focused on the design, delivery and implementation of Microsoft D365 CRM solutions for our clients.

Your Day-to-day Activities Will Include

In this role, you'll spend most of your time consulting directly with our clients to understand their stated and implicit business needs, leading the requirements definition effort, educating them about CRM best practices and relevant platform capabilities, and working with the project team to create solutions that meet the project objectives---while dazzling our clients and strengthening our relationship with them.

  • Lead client meetings and/or facilitated strategy sessions
  • Facilitate product demonstrations that align with client needs and interests
  • Working with customers to understand their business problems/challenges and translate their issues into business requirements
  • Inspire clients by leading future state vision exercises, creating customer journey maps, and designing campaigns that bring the requirements to life
  • Define functional specifications, including the workflows and business processes, that will be needed to meet the strategic and operational uses of the CRM platform
  • Collaborate with technical team members to transform requirements into a technology strategy that delivers working applications that meet the business and usability needs
  • Lead user acceptance testing, identify testers, develop test scripts and conduct test execution
  • Work with your Perficient colleagues to create unique solutions, implement and measure them, and leverage the data to make them even better in the next phase
  • Learn about emerging technologies and develop new skills as Microsoft introduces new products (i.e. Power Platforms)

    Qualifications

    The ideal candidate will have experience implementing CRM for an organization as well as migrating from an existing CRM platform to Dynamics 365. We'd be thrilled to learn that you have these core skills, interests and experience:
    • Thrive in a start-up environment where you wear many hats, including some that may not perfectly fit you
    • Excellent presentation, communications (written and verbal), and time management skills
    • Good work ethic and self-starting attitude, and the ability to work well among a team of professionals and a few troublemakers
    • Consulting experience with large and medium sized clients
    • Ability to perform in customer settings and identify client business needs
    • Strong analytical and problem-solving skills
    • Desire to work in a team environment and work across organization functional boundaries
    • Ability to work capably under stress and to juggle multiple tasks within tight deadlines
    • Deep understanding of response marketing and CRM best practices
    • Experience with Agile development methodology and tools
    • General understanding of full lifecycle development of a Dynamics 365 project
    • D365 knowledge: D365 administrative knowledge, data model, sharing and security architecture, various D365 OOTB capabilities
    • Bachelor's degree, preferably in Computer Science or Management Information Systems, or equivalent and 5+ years relevant working experience

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Keywords: Perficient, National City , CRM Business Consulant, Other , National City, California

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