Job Description :
Essential Job Functions
- Customer facing D365 and ideally D365 CE consultant and presales expert.
- Work with the sales team to identify, qualify, research and validate opportunities.
- Assisting with RFP responses, development of tailored Solution Maps and other related documents
- Prepare and perform D365 F&O and ideally D365 CE product demonstrations to business and technical audiences.
- Providing technical and functional direction and input during the sales cycle Analyzing customer business needs
- Drive key customer meetings and workshops to achieve the outcomes within the deadline.
- Consults on governance, strategy, and transformation not just operations.
- Identify and design solutions that meet the customers’ requirements.
- Provide estimates for project delivery.
- Prepare Statements of Work (SOW) & Master Services Agreements (MSA)
- Assist in developing project delivery plans.
- Build ongoing relationship with customer prospects.
- Assist in refining implementation methodologies and strategies.
- Assist in making sure the D365 practice financial targets are met.
- Train and mentor other team members
- Stay up to date on Microsoft environment changes and cascade to team.
Basic Qualifications
- 3-5+ years’ experience in applicable area of Finance in Dynamics AX or Dynamics 365 F&O (or similar ERP) in the areas of GL, AR, AP, Banking, Costing, Pricing, Fixed Assets, Procurement, Inventory, Budgeting, Expense Management, HR, Management Reporter, and Power BI.
- Strong understanding of Project Accounting in D365 F&O
- A Major Plus is having 3-5+ years’ experience in applicable area of Dynamics 365 CE (or similar CRM) in the areas of Sales, Customer Service, Field Service, Project Automation and Customer Insights
- Experience in Manufacturing, Retail, Wholesale and Distribution is a plus.
- Strong Finance background required.
- Strong understanding of business process and best practices
- Analytical mindset
- Advanced problem-solving skills in Finance & ideally Sales
- Ability to quickly connect with and gain client’s confidence.
- BS / BA degree in Accounting, Computer Science, or equivalent
- Must have 5 years’ experience presenting demonstrations.
- Applicable Microsoft Dynamics AX and D365 and ideally D365 CE certifications, a plus
- Experience with Microsoft Power Platform (e.g. PowerApps), a plus
- Experience as a consultant in a consulting practice, facilitating discovery workshops.
- Excellence communication skills
- Experience creating strong business cases supported by compelling value propositions.
- Experience gathering business requirements (to be model, as is model, etc.).
- Has assisted in definition and functional design of conversions and interfaces and functional experience in API usage, integration development.
- Proven capability solutioning, estimating and implementing in mid to large complex solutions.
- Proven skills as team lead of presales and technical resources to respond to client opportunities.
- Presales experience on Dynamics 365 coupled with industry leading 3rd party ISV solutions is highly regarded.
- Proficiency in all Microsoft Office (O365) products
Other Qualifications
- Strong verbal and written communication skills to persuade others through presentations, demonstration and written communication.
- Strong communication skills to listen to client and articulate back for solutioning.
- Strong selling and negotiation skills
- Good interpersonal and presentation skills for interacting with team members and prospective clients.
- Ability to create and maintain formal and informal networks.
- Ability to publicly represent company with internal and external clients.
- Ability to use own judgment and initiative in problem resolution.
- Ability to articulate and present the business value of company solutions.
- Ability to present ideas, goals, problems, outcomes and processes to be understood by a diverse audience.
Work Environment
- Remote
- Will require travel to customer and prospective customer sites
- May require evening or weekend work
30+ days ago