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About the Role
Develop and implement consultative or technical solutions for clients to improve business processes and information technology, under the guidance of a Senior Consultant or Manager.
Responsibilities
- Support analysis and design sessions to gather functional and technical requirements.
- Assist in client CRM projects through assigned phases.
- Translate business requirements into functional and technical specifications.
- Configure, test, and deploy Microsoft Dynamics CRM solutions.
- Demonstrate completed functionality and support end-user training.
- Maintain clear communication with stakeholders and escalate risks.
- Mentor Consultant I team members.
- Provide urgent on-site or remote support for critical issues.
- Support business development efforts through scoping, configuring, and demonstrating the CRM solution.
- Assist in the development of work plans, proposals, and engagement letters.
Requirements
- 2-5 years of experience with software implementations, defining business requirements, business process management and client relationship management.
- 2+ years of Business Analysis experience.
- Experience with software troubleshooting and testing.
- Solid understanding of logical data modeling.
- Superior written and verbal communication skills.
- Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies.
- Strong desire to help clients maximize value by leveraging technology and process improvement.
- Experience implementing the Microsoft Dynamics D365 CRM product suite.
- Experience with advanced Microsoft Excel and Visio concepts.
- Microsoft Dynamics D365 CRM certifications.
Skills
- Microsoft Dynamics 365
- CRM
- Microsoft Excel
- Visio
Location
- Remote
Work Type
- Remote
Experience Level
- 2-5 years
- 2+ years
Education Level
- Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.
Salary/Compensations
- $66,000-$89,000
Benefits
- 8 health plan options (HMO & PPO)
- Dental and vision coverage
- HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short and long-term disability coverage
- 401(k) savings plan & profit share with Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal
- Long-term care
- Pet insurance
- ID theft protection
- Supplemental life/AD&D
About the Company
- At Wipfli, people count.
- Wipfli offers a career-defining opportunity.
- "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
- Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Equal Opportunity
- Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
- Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.