Project technical lead/functional consultant (Raleigh, NC)

Project technical lead/functional consultant (Raleigh, NC)

03 Mar 2024
North Carolina, Raleigh / durham / CH 00000 Raleigh / durham / CH USA

Project technical lead/functional consultant (Raleigh, NC)

Vacancy expired!

Relevant CRM, a software consulting firm in Raleigh, NC, has been helping businesses achieve their CRM goals for over 20 years. We have an immediate opening for an outstanding technical project lead/functional consultant. Our solutions for equipment dealers have been installed in over 400 customers throughout the US and abroad. We deliver great customer experiences, build rewarding careers while anticipating what's next.

Qualifications:

5-6 years required experience in:

Microsoft Dynamics CRM project implementations

Client interface and communication in a consulting capacity

Business analysis and requirements gathering

Customer support and issue resolution

Essential job duties:

Maintain a thorough understanding of our service offerings, technical abilities and delivery processes

Understand customer requirements and effectively bridge communication between customers and technical staff

Lead Dynamics CRM project implementations through to completion on-time and on-budget

— Reviews task budgets prior to beginning work, alert project manager of unforeseen scope changes

— Perform configuration of fields, relationships, advanced finds, dashboards, business process, business rules, workflows

— Acts as Business Analyst to develop and document business requirements as new requirements arise

— Utilize Microsoft BI suite, MS SQL Server and SSRS reporting services to manage report design, creation and publishing

— Perform light programming tasks such as modification of sql queries or code review

— Provide online and onsite training for system administrators, managers and end users

Maintain adherence to our project methodology, standard policies and procedures

Assist with pre-sales support:

Work with sales rep to provide technical presentations and demonstrations in support of the sales process

Produce responses for SOWs and create project budgets

Understand and capture business and technical requirements

Job Specific Competencies:

Problem solving - researches and analyzes problems, determines alternative solutions and creates action steps to solve, often without much oversight.

Multi-tasking - ability to move quickly & efficiently between tasks. Able to handle fast-paced environment and keep an even, pleasant attitude throughout .

Expert level knowledge of Dynamics CRM Microsoft certification preferred; knowledge of competitive CRM Solutions like Salesforce, SAP, Siebel, etc. preferred.

Love to learn continuously improves knowledge through reading and self-study; knowledge of CRM add-on products such as Click Dimensions, InsideView, Experlogix, ADX Studio, gamification, marketing mapping, quoting, etc.

Humble/no ego willingness to roll up sleeves and get hands dirty in order to get things done.

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