D365 Customer Engagement Architect

Job Description

Job Summary :

BDO Digital, LLC., a wholly owned subsidiary of BDO USA, P.C., is a rapidly growing digital advisory organization dedicated to helping middle-market organizations capture the full power of technology, adapt to disruption, increase operational efficiencies, improve risk management effectiveness, and uncover new sources of revenue.

Our collaborative, cross-disciplinary team is comprised of digital strategists, systems integrators, data scientists, software developers, change management professionals, and industry-specific advisors who work together to solve clients' immediate digital needs and unearth new opportunities to drive competitive advantage.

Our goal is to help our clients become faster, smarter, and more resilient to change.

To support our double-digit growth goals, BDO Digital seeks a manager who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts.

This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), HCM (Human Capital Management) and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.

Job Duties :

• Strategy, Requirements & Selection :
• Participates in defining needs for existing and new EBA solutions
• Documents existing enterprise business applications, related business processes, and personas impacted
• Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
• Envisions and develops representations of recommended future state options for evaluation by clients
• Understands related security structures and best practices
• Designs and develops scorecards for evaluation of candidate business applications
• Creates dashboard presentations of quantitative and qualitative scoring of candidate options
• Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
• Solution Functional Design :
• Performs functional (business process) solution design in business applications (ERP, HCM, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
• Consulting :
• Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
• Program & Project Management :
• Supports, and manages aspects of business applications implementations
• Documents and maintains project milestones, phases, elements, and budget
• Monitors project progress by tracking risks, actions, issues, decisions, and other activities
• Develops references for users by writing and maintaining user documentation; providing help desk support; training users
• Implementation and Support :
• Provides functional support of EBA solutions and related technologies
• Manages and resolves issues, defects, and change requests
• Manages and performs systems configuration tasks (but not coding / development) for process workstreams as directed
• Provides ongoing support during project implementations and post-go-live support
• Responsible for configuration of solution based on requirements
• Fosters a positive demeanor, learning attitude and client service mentality with the team
• Travel - up to 25%, as needed
• Other duties, as required

Supervisory Responsibilities :

• Owns and drives completion of key workstreams as directed by project leaders
• Manages project workstreams as directed
• Mentors and develops entry level consultants and senior consultants

Qualifications, Knowledge, Skills and Abilities :

Education :

• Bachelor's Degree and six (6) or more years of industry experience with ERP systems, required; OR
• High School Diploma / GED and seven (7) or more years of industry experience with ERP systems, required

Experience :

• Six (6) or more years of business process analysis and / or business application education or experience, required
• Four (4) or more years of education or experience with ERP or CRM Product, required
• Some client facing best practice consulting experience, preferred

License / Certifications :

One or more current business applications technology certifications, preferred

Software :

• Microsoft Visio, PowerPoint, Word, and SharePoint, required
• Experience with one or more ERP / CRM / HCM Solutions technology, required :
• Microsoft Dynamics 365 (D365), CRM, Business Central, F&SCM), Ceridian Dayforce Solutions (Talent & Benefits Intelligence, Workforce Management (WFM), HR, Advanced HR Analytics, or Payroll), Salesforce, Oracle NetSuite, Acumatica, SAP, Infor, Sage, Syteline, JDE, IFS, or any other ERP / CRM Software
• Smartsheet, preferred
• Enterprise software strategy, selection, and implementation experience, preferred

Other Knowledge, Skills & Abilities :

• Strong analytical, problem solving, facilitation, documentation, and communication skills
• Excellent communication and presentation skills, both verbal and written
• Excellent interpersonal and customer relationship skills
• Business process analysis, design, and process flow skills
• Excels at operating in a fast-paced technical environment

Keywords :

Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Dynamics F&O, Microsoft Finance and Supply Chain Management, Microsoft F&SCM, Microsoft Dynamics 365, Dynamics 365 CRM, Microsoft Customer Experience Platform, Business Analyst, BA, Enterprise Tester, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, SFDC, D365, Acumatica, NetSuite.

OpenAir, Ceridian Dayforce, HCM, Human Capital Management

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range : $125,000 - $162,000

Colorado Range : $125,000 - $162,000

New York City / Valhalla Range : $125,000 - $162,000

Washington Range : $125,000 - $162,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality.

We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities.

BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.

S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being.

The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability / vets

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