Microsoft D365 CRM，高级顾问
Microsoft D365 CRM, Consultant II
Overview
在 Wipfli，人才至关重要。
在 Wipfli，我们的员工是所有事情的核心——是我们创造卓越影响和非凡成果的催化剂。
我们相信灵活性。我们注重人际关系。我们鼓励每个人走自己的道路。
人才真的很重要，他们能感受到这一点。对于那些希望有所作为并找到职业归属的人，Wipfli 提供了一个改变职业生涯的机会。
在高级顾问或经理的指导下，Microsoft Dynamics 365 咨询顾问 II 将为客户开发和实施解决方案，这些解决方案可能是咨询性或技术性的，能够改进客户的业务流程和信息技术。
Responsibilities
主要职责
- 在高级顾问或项目经理的指导下，支持分析和设计会议，以收集销售、市场、服务和运营需求的功能性和技术性要求。
- 通过分配的阶段或工作流协助客户 CRM 项目，包括销售、规划、设计、实施、配置、测试、部署、培训和支持，同时遵循既定的项目计划和方法论。
- 将业务需求转化为已记录的功能性和技术性规范、用户故事和配置设计，用于指定的解决方案组件。
- 配置、测试和部署 Microsoft Dynamics CRM 解决方案及相关应用，包括创建和执行测试脚本，并与项目领导协调进行用户验收测试。
- 向内部团队成员和客户展示已完成的功能，并在高级团队成员的审查和支持下，为已实施的功能提供最终用户培训和文档支持。
- 与内部和客户利益相关者保持清晰专业的沟通，在需要时向项目领导汇报风险、范围问题和时间线问题。
- 通过知识分享和日常指导，指导初级咨询顾问团队成员，支持他们的技术和职业发展。
- 在出现关键问题时，提供紧急现场或远程支持，与项目领导协调。
- 通过范围定义、配置和演示 CRM 解决方案，以及通过活动、网络研讨会、白皮书和博客等营销活动，支持业务发展工作。
- 协助制定工作计划、提案和合作函件
查看英文原文
Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Under the direction of a Senior Consultant or Manager, the Microsoft Dynamics 365, Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client’s business processes and information technology.
Responsibilities
Essential Responsibilities
- Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs under the guidance of a Senior Consultant or Project Manager.
- Assist in client CRM projects through assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support, while following established project plans and methodologies.
- Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components.
- Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership.
- Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation for implemented features with review and support from senior team members
- Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues to project leadership as needed.
- Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development.
- Provide urgent on-site or remote support when critical issues arise, coordinated with project leadership.
- Support business development efforts through scoping, configuring, and demonstrating the CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging
- Assist in the development of work plans, proposals, and engagement letters in preparation of client projects
Knowledge, Skills and Abilities
Required Qualifications
- 2-5 years of experience with software implementations, defining business requirements, business process management and client relationship management
- 2+ years of Business Analysis experience
- Experience with software troubleshooting and testing
- Solid understanding of logical data modeling
- Superior written and verbal communication skills
- Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies
- Strong desire to help clients maximize value by leveraging technology and process improvement
Preferred Qualifications
- Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing
- Experience with advanced Microsoft Excel and Visio concepts
- Microsoft Dynamics D365 CRM certifications
- Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.
Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000- to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Originally posted on Himalayas