Microsoft Dynamics 365 Senior Consultant (Remote)

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At Wipfli, people count

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. And we seek feedback openly, from all.

People matter here and they feel it.

And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.

There's purpose in this wonder. It makes us better. It makes us Wipfli.

If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!

Responsibilities:

  • Participate and lead analysis and design sessions to capture functional and technical requirements related to clients' sales, marketing, service, and operational needs
  • Create specifications based on client requirements and communicate with developers
  • Configure system based on platform best practices
  • Lead sessions with clients to demonstrate completed features and t rain end users on the system platform
  • Conduct system and integration testing
  • Maintain appropriate communication with all Wipfli and client project team members to assure the project is proceeding, on-time, on-target and on-budget
  • Assist in R&D capacity understanding the needs of the market and designing solutions to meet those needs. Work with the developers in build those solutions to take to market
  • Support marketing efforts through events, webinars, whitepapers and blogging
  • Assist in the development of work plans, proposals and engagement letters in preparation of client projects.
  • Work with clients to understand business requirements related to sales, marketing, service, and operations .
  • Lead client engagements involving the assessment, implementation or support of their Dynamics 365 for Customer Engagement/CRM systems.
  • Assist in research of new technologies and trends that might impact our clients and make appropriate recommendations.
  • Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise.
  • Mentor consultants and assist them with client management responsibilities

Qualifications:

  • 3 - 8 years of experience working with Dynamics 365 for Customer Engagement/CRM or related technologies
  • Experience leading design sessions with clients and documenting functional specifications
  • Understanding of logical data modeling
  • Experience troubleshooting and testing skills
  • Demonstrated ability to implement tools and strategies to ensure a high standard of quality control.
  • Demonstrated systems analysis skills.
  • Experience with Microsoft Excel, PowerPoint, and Visio
  • Superior written and verbal communication skills
  • Strong propensity for innovative thinking balanced with the disciplined rigor for following proven methodologies
  • Demonstrated leadership and team-building abilities
  • Ability to build and foster professional business relationships
  • Desire to help companies maximize value by leveraging technology and process improvement

Preferred Qualifications:

  • Experience implementing or administrating Microsoft Dynamics 365 for Customer Engagement/CRM or other similar systems
  • Experience with advanced Microsoft Excel and Visio concepts
  • Microsoft Dynamics 365 CRM certifications
  • Undergraduate degree in Management Information Systems (preferred), Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study.

The recruiting team member guiding you through this process is Jane Welch, and you can find her on LinkedIN Here . She is based in our Madison, WI office and looks forward to guiding you through this process.

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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. #LI-REMOTE #LI-JW1
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • SwiftLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SymfonyFrameworks
    • ZendFrameworks
    • .NET CoreFrameworks
    • Yii Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SQLiteDatabases
    • Google AnalyticsAnalytics
    • KissmetricsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • AfterEffectsDesign
    • Adobe xDDesign
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • WrikeManagement
    • SitecoreCMS
    • LinkedIn SalesNavigatorCRM
    • Microsoft DynamicsCRM
    • SageCRM
    • SalesforceCRM
    • MarketoLead Gen

Location

Our downtown office is located in the heart of the loop on the 17th floor of the UBS building at 1 N. Wacker. It features a bar/restaurant, health club, gathering spaces and activities for tenants that range from book clubs and mixers to charitable food drives.
"Titles don't matter": Inside Punchkick's (actually) flat hierarchy
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An Insider's view of Wipfli

What’s the vibe like in the office?

I love the people that I work with. One of the values that has been instilled by leadership is teamwork. I always feel supported by my team members and leaders, and never feel like I have to deal with issues alone.

Jeannie

Consultant

How do you collaborate with other teams in the company?

How do you collaborate with other teams?
Innovative solutions come from diversity of thought and skillsets. Collaborating with other teams ensures we are harnessing our collective super powers to design platforms that drive lasting impact for our clients, as well as promote a culture of knowledge sharing and continuous learning for our associates.

Kate

Technology consulting manager

How does the company support your career growth?

Given the unique size, scope and scale of Wipfli, we have access to all of the resources and thought leadership available in a larger firm while being motivated by a culture that embraces entrepreneurship and innovation found in boutique organizations.

Dana

Senior consultant

How do you empower your team to be more creative?

The best ideas at Wipfli come from within our team, and one of the best things we can do to foster creativity is to actively help surface everyone's ideas and run them through our internal advice channel. Getting feedback and support for big ideas or sweeping change can seem intimidating to some, but it definitely doesn’t have to be.

Zak

Principal

What is your vision for the company?

We are aiming for lifetime relationships. We always put ourselves in the client’s shoes and imagine how they can supercharge their business with technology.

Luis

Principal

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.
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
All associates are required to attend unconscious bias training.
Someone's primary function is managing the company’s diversity and inclusion initiatives
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 Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
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
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
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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