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About the Role
Under the direction of a Senior Consultant or Manager, this role will develop and implement solutions for clients that are either consultative or technical in nature, providing improvements to client business processes and information technology.
Responsibilities
- Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs.
- Assist in client CRM projects through assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support.
- Translate business requirements into documented functional and technical specifications, user stories, and configuration designs.
- Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications.
- Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation.
- Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues.
- Mentor Consultant I team members through knowledge sharing and day-to-day guidance.
- Provide urgent on-site or remote support when critical issues arise.
- 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.
Skills
- Microsoft Dynamics D365 CRM product suite (Sales, Customer Service, Field Service, Project Operations, and Marketing)
- Advanced Microsoft Excel
- Microsoft Visio
Location
- Remote
Work Type
- Full-time
Experience Level
- Consultant II
Education Level
- Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.
- Microsoft Dynamics D365 CRM certifications
Salary/Compensations
- $66,000 - $89,000
Benefits
- 8 health plan options (HMO & PPO)
- Dental coverage
- Vision coverage
- HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life coverage
- Short-term disability coverage
- Long-term disability coverage
- 401(k) savings plan & profit share
- Firm matching contribution to 401(k)
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Critical illness insurance
- Accident insurance
- Hospital indemnity insurance
- Legal services
- Long-term care insurance
- Pet insurance
- ID theft protection
- Supplemental life insurance
- Supplemental AD&D insurance
About the Company
- At Wipfli, people count. 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.