Job Description:
• Drive discovery workshops with prospects and customers to demonstrate product capabilities and gather business requirements.
• Lead and participate in discovery analysis meetings with customers to understand current business processes.
• Serve as advocate for adherence to standards and best practice.
• Collaborate with sales team and project managers to define the roadmap and milestones for each project.
• On all assigned engagements the Solution Architect should own the proposed solution, work closely with all team members and remain engaged with the client.
• Understand the capabilities of the delivery team and provide design guidance and support as needed.
• Work with customers and internal teams on infrastructure architecture support.
• Provide and/or develop detailed design specifications.
• Exhibit excellent verbal and written communication skills; with flexibility to work in a fast-paced, process-oriented environment.
• Implement and configure Dynamics CRM/CE per customer requirements.
• Assist in software upgrades, including importing data, configuring forms and designing dashboards.
• Design and write workflows to streamline business processes.
• Write process documentation, user acceptance testing scripts and user manuals.
• Test software, communicate with (and sometimes manage) offshore development staff.
• Train and support CRM end users.
• Stay curious and lead adoption of the latest D365 features and enhancements including Microsoft Co-Pilot, AI and D365 Agentification.
Requirements:
• 5+ years of professional experience within a consultancy environment with proven Microsoft Dynamics 365 CRM experience.
• 5+ years of experience as either a technical lead, technical architect or solution architect with Dynamics 365 CRM.
• 3+ years of pre-sales experience.
• A minimum of 5 completed full implementations of Microsoft Dynamics 365 CRM.
• Extensive knowledge and understanding of the technical side of Dynamics 365 CE solutions.
• In-depth knowledge of the following modules: Sales, Service, Marketing, Social Engagement, USD, PSA, Field Service.
• Strong presentation skills leading to sales process.
• Experience estimating projects, writing contracts, Statements of Work and work orders.
• Ability to successfully build relationships with clients at all levels within an organization.
• Advanced knowledge of enterprise software systems and enterprise cloud.
• Knowledge and experience of Enterprise Application Integration and architecture patterns.
• Previous experience using Dual-write is highly desired.
• Willing to travel domestically up to 30%.
Benefits:
• Health, Life, Dental and Vision Insurance
• Short- and Long-Term Disability
• Paid vacation
• Sick leave
• Holidays
• 401(k)