Senior Consultant, Microsoft D365 CRM

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Essential 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.

Knowledge, Skills and Abilities

Required Qualifications - 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. - Expert-level understanding of Microsoft D365 CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing. - Experience defining business requirements, managing business processes, and client relationship management. Preferred Qualifications - 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). Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!    #LI-REMOTE #LI-BD1

Additional Details

Additional Details:   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     Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and re