Wipfli
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
Remote
Hybrid

Senior D365 CRM Consultant

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At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Responsibilities:

  • Participate and lead analysis and design sessions to capture functional and technical requirements related to clients' sales, marketing, service, and operational needs
  • Lead and manage client projects through all phases of the project lifecycle (sales, planning, design, implementation, testing, deployment, training, and support)
  • Demonstrate expert understanding of the CRM solution and how to work with prospect and clients on building a conceptual design based on solicited requirements and best practices
  • Document client business requirements, technical specifications, and user stories, and ensure all have been satisfied through the implementation
  • Lead sessions with clients to demonstrate completed features
  • Configure, test, and deploy the CRM solution and any associated applications
  • Create and execute test scripts, facilitate user acceptance testing
  • Train end users on the system platform and build necessary documentation
  • Set and manage expectations with the client regarding the project
  • Maintain appropriate communication with all Wipfli and client project team members to assure the project is meeting established expectations around time, scope, and budget
  • Assign tasks as appropriate to consultants; review their work for accuracy and thoroughness
  • Mentor consultants and assist them with client management responsibilities
  • Assist in R&D capacity to understand the needs of the market and design solutions to meet those needs; work with the consultants to build identified solutions to take to market
  • Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise
  • Evaluate and identify other potential needs for a client
  • Support business development efforts through scoping, configuring, and demonstrating CRM solution and other digital transformation strategies
  • Support marketing efforts through events, webinars, whitepapers, and blogging
  • Proactively establish and manage client and prospect relationships
  • Assist in the development of work plans, proposals, and engagement letters in preparation of client


Qualifications:

  • 4-10 years of experience with Microsoft Dynamics D365 CRM implementations, defining business requirements, business process management and client relationship management
  • 3+ years of Microsoft Dynamics D365 CRM-based Business Analysis experience
  • 2+ years of project management experience in a professional services or similar environment
  • Expert level understanding of the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, and Marketing
  • Expert 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


Preferred Qualifications:

  • Experience implementing Microsoft Dynamics D365 CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries
  • Professional Services delivery experience preferred
  • Experience with advanced Microsoft Excel and Visio concepts
  • Experience with Agile project management methodology and supporting tools (JIRA or DevOps)
  • Microsoft Dynamics D365 CRM certifications
  • Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study


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 [email protected]
Wipfli supports equal pay for equal work and values each candidate's unique experiences and skill sets. The estimated pay range for this position is: $75,000 to $130,000. Compensation within the range is determined by a variety of factors including, but not limited to, location, individuals' skills, experience, training, licensure and certifications, business needs and applicable employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
#LI-REMOTE #LI-BD1

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What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
All associates are required to attend unconscious bias training.
Diversity employee resource groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Fertility benefits
Including surrogacy
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid holidays
Punchkick observes all major holidays and supports observation of all religious holidays.
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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