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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.