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About the Role
Develop and deliver operational excellence and digital transformation solutions for clients, focusing on expanding technical solutions within a Microsoft D365 CRM ecosystem. This role requires a self-managed professional who interfaces regularly with clients and external stakeholders, and helps lead and shape delivery resources.
Responsibilities
- Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support.
- Architect and develop solutions based on client requirements and deep knowledge of Microsoft D365 CRM applications.
- Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations.
- Configure, test, and deploy Microsoft D365 CRM solutions and associated applications.
- Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery.
- Communicate with clients on functional deliverables, work plan status, and issues.
- Identify risks, manage scope changes, and implement change-management processes.
- Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities.
- Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery.
Requirements
- Bachelor’s Degree or equivalent combination of education and experience.
- 5+ years of experience in a professional services firm or private industry focused on technical solutions.
- 4+ years of experience with Microsoft D365 CRM implementations.
- 2+ years of project management experience in a professional services or similar environment.
- Experience defining business requirements, managing business processes, and client relationship management.
Skills
- Expert-level understanding of Microsoft D365 CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing.
- Experience implementing Microsoft D365 CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries.
- Experience with Agile project management methodologies and tools (e.g., JIRA, DevOps).
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 5+ years of experience
- 4+ years of experience
- 2+ years of experience
Education Level
- Bachelor’s Degree
Salary/Compensations
- $88,000 to $132,000
Benefits
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in 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
- 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.
- At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
- We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
- People truly matter and they feel it. For those looking to make a difference and find a professional home, 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 and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards.
- 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.
- Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Equal Opportunity
- Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regard 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