Lead Dynamics CRM Functional Consultant

Responsibilities

• Define and oversee the translation of business requirements into actionable functional specifications
• Lead the configuration of Microsoft Dynamics CRM to align with complex client needs and business processes
• Design and implement enhancements to existing CRM configurations to maximize efficiency and scalability
• Collaborate closely with technical teams to ensure seamless integration and successful solution deployment
• Act as the primary liaison with clients, gathering feedback and ensuring expectations are consistently met
• Deliver advanced training sessions for end-users and stakeholders on CRM functionalities and solutions
• Perform comprehensive impact analyses to assess process changes and recommend improvements
• Facilitate strategic communication between stakeholders and technical teams to align business goals
• Oversee and drive CRM-related projects from initiation to successful completion, adhering to timelines and budgets
• Define and execute testing strategies to validate system functionality and ensure quality assurance
• Champion the adoption of Agile methodologies across the team and refine Agile processes
• Develop and maintain comprehensive business analysis documentation, including roadmaps and workflows
• Conduct industry research to stay updated on CRM trends, emerging technologies, and innovative practices
• Provide leadership in establishing CRM best practices and standards for implementation across projects
• Mentor junior consultants and team members, fostering professional growth and technical expertise

Requirements

• 5+ years of experience as a Functional Consultant, ideally within the IT, Consulting, or Insurance industry
• 1+ years of demonstrated experience leading Agile teams or projects, including facilitating ceremonies and driving iterative improvements
• Advanced expertise in MS Dynamics 365 CRM configuration, including customization, workflow creation, and security management
• In-depth knowledge of MS Power Apps and Power Automate, with experience in application lifecycle management and complex implementations
• Strong understanding of application programming principles, QA methodologies, database systems, and enterprise system design
• Exceptional communication, presentation, and leadership skills, with the ability to influence technical and non-technical stakeholders
• Proven track record of managing customer relationships, conducting impact analysis, and resolving critical issues efficiently
• Ability to balance strategic thinking with tactical execution in ambiguous and dynamic environments
• Advanced proficiency in English (verbal and written, B2+ level)