Careers > Open Positions > Customer Relationship Management Functional Consultant

Customer Relationship Management Functional Consultant

Pewaukee,WI/ Little Chute WI


The Customer Relationship Management Functional Consultant will join the growing Business Productivity practice as a Business Consultant in the Dynamics 365 group.  This role will help us deliver Dynamics 365 for Sales quick start projects as well as data migrations and business transformation projects. The client base covered will be small to mid-size companies who are looking to adopt Dynamics 365 and/or optimize their Microsoft investment. A successful candidate will be able to gracefully transition between multiple clients in a single day with excellent communication and organization skills. Quick wit and a healthy dash of quirkiness is a bonus!

Essential Functions

A high-performing, highly successful Customer Relationship ManagementConsultant II will work with a variety of clients and businesses, focusing, but not limited to the following functions:
  • Mix of technical and consulting skills with an avergae of 65% technical and 35% consulting, varies from project to project.
  • Participate in pre-sales activities including meeting prospective clients and using your expertise to highlight how Microsoft technologies can solve everyday problems; follow-on presales activities will include solution design, proposal writing, and project estimating.
  • Plan, organize, and prioritize work on a daily/weekly basis, including following the established project management standards
  • Dedicate time to researching, evaluating and integrating new technologies related to Microsoft CRM applications (CRM, Dynamics365, Business Central, and the broader suite of Microsoft productivity applications)
  • Coach/consult with prospective and existing clients using sales and marketing business acumen to enhance business results
  • Educate clients on key business drivers while implementing the desired technology
  • Delight clients by delivering Microsoft-based solutions that simplify their business processes
  • Publish internal and external blog articles related to Microsoft CRM applications (CRM, Dynamics 365, Business Central, and the broader suite of Microsoft productivity applications)
  • Build lasting customer relationships based on exceptional customer service and support, best in class solution quality, and open and honest communication
  • Share, build, and follow team quality processes in projects and support activities
  • Engage actively and openly in relevant user groups to build your own skillset as well as the HBS brand in the marketplace
  • Swarm to the work in any other area in need of your expertise, opinion, and engagement – Microsoft is moving fast, and you will be a key to helping our team keeping up with the latest features and recommendations 

Position Qualifications

  • Planning & Organization – this skill is a hallmark of the role, requiring a highly skilled team member who can deliver on commitments to both clients and team members alike
  • Tenacious Continuous Improvement - A passion for designing/building new, user-friendly, and creative ways to use Microsoft technologies to solve real-world business problems
  • Adaptability - Ability to work under pressure and deliver projects under tight timeframes
  • Coaching and Development - Ability to mentor other engineers and lead development efforts; seek out and embrace feedback from customers, peers, and leadership
  • Communication – Openly and honestly communicate the good, the bad, and the ugly with customers, peers, and leadership both verbally and in written form
  • Customer Oriented – Build lasting relationships based on mutual respect and passion for delivering the best possible outcome for all parties involved
  • Detail Oriented – Produce high quality work deliverables leveraging HBS methods/standards as well as industry best practices
  • Self-Motivated – Ability to prioritize work each day based on all client needs; quickly learn new technologies to deliver solutions
  • Time Management - Strong time management skills; gracefully transition between multiple clients in a single day
  • Working Under Pressure – Desire to build and deliver solutions in a fast-paced consulting environment

Skills & Abilities

  • Education:
    • Bachelor’s Degree (four-year college or university) in business or related IT discipline preferred
  • Experience:
    • 5+ years’ professional experience in a Sales or Marketing function leveraging a CRM tool
    • Experience with needs analysis, software evaluation and selection, customization, and implementation
    • Previous experience ulitizing Inogic plug-ins, Scribe, SmartConnect, CRM Workflow, Microsoft Flow, or KingswaySoft a bonus
  • Computer Skills:
    • Experience with CRM tools required
    • Microsoft Dynamics CRM (2013, 2015, and/or Online), preferred
  • Certifications & Licenses:
    • Active certifications in Microsoft Dynamics 365 / CRM,a plus
Equal Opportunity Employer - Disabled/Vets