Altai Systems delivers association-specific CRM software built within the Microsoft Dynamics 365 CRM platform. We are seeking an experienced D365 Customer Engagement Technical Consultant with extensive experience implementing and customizing Dynamics 365 CE solutions. The ideal candidate should have notable expertise in Power Apps development and an extensive familiarity with Dynamics. Additionally, the candidate should be comfortable interacting with technical and non-technical users alike and have a relentless passion for quality and excellence in customer service.
The Dynamics 365 CE Technical Consultant takes the lead on identifying, documenting, and executing on the solution set necessary to help our clients meet and exceed their business objectives. This is the ideal role for a detail-oriented, in-the-weeds, solution finder with a passion for client success.
Job Responsibilities:
- Client Research
- Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
- Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.
- Discovery
- Lead the client (or pair with a Functional Consultant who will lead the client) through a thorough requirements analysis process to understand business needs, goals, and objectives.
- Work with clients to develop new best practice business processes that fit our software in order to minimize customizations.
- Create a requirements matrix to document all requirements for client-signoff.
- Create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
- Collaborate with Project Manager and Product Owner to present solutions for gaps.
- Documentation
- Create business process specs, user stories, use cases, and test criteria for agreed upon requirements.
- Implementation
- Install and configure our Dynamics-based system and web portal platform.
- Develop custom plugins, workflows, and actions using C# and .NET.
- Utilize Microsoft Power Platform for automation and custom app development.
- Collaborate with internal and external users to conduct system testing.
- Show initiative and accountability in driving project success.
- Support client upgrades as needed.
- Training
- Provide training to clients on product set-up and usage.
- Mentoring
- Stay abreast of the latest trends and updates in Dynamics 365 and related technologies.
- Provide mentoring and guidance to newer Consultants.
- Task Tracking
- Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
- Maintain accountability for personal billability goals (36 hours / week).
- Ensure all documented processes and procedures are followed.
Skills Required:
- 5+ years of experience designing, configuring, and developing business solutions within the Microsoft Dynamics 365 CRM platform; must be able to show a focus on the more technical and programmatical tasks.
- 5+ years conducting thorough discovery and gap analysis engagements for a variety of client types.
- 5+ years creating detailed documentation to support planned CRM implementations.
- 3+ years of Power Platform development experience including Power Apps (Canvas and Model-Driven), Dataverse, Power BI, Power Automate, and Common Data Service administration.
- Proficient in C#, .NET, JavaScript, HTML, and SQL.
- Familiarity with source control and DevOps practices.
- Experience working in both agile and waterfall delivery models.
- Passion for excellence in user experience.
- Demonstrated creative and analytical thinking.
- Excellent oral and written communication skills.
- Ability to manage multiple competing priorities and complex tasks simultaneously.
- Ability to translate highly-technical concepts into plain language for non-technical stakeholders.
- Microsoft Dynamics 365 and Power Platform certifications are highly desirable.
- Experience within the association industry is also desirable.
- Altai strongly prefers candidates with experience in an externally-facing consulting role.
Our teams at Altai are supporting some of the most well-respected, influential, non-profit organizations around the globe. As a provider of CRM solutions for associations, we have the ability to impact and support those on the frontlines of medical innovations, transportation safety, standards advancements, and more. We value infectious energy, positivity, and an unwavering commitment to quality. Our teams work remotely from their home offices and enjoy great pay, competitive benefits, and flexible work schedules. Interested in learning more about Altai – please visit us at www.altaisystems.com.
Note: Applicant must reside in, and be eligible to work in, the United States without restriction.
