Customer Relationship Management Consultant

Overview

At Perficient you’ll deliver mission-critical technology and business solutions to Fortune 500 companies and some of the most recognized brands on the planet. And you’ll do it with cutting-edge technologies, thanks to our close partnerships with the world’s biggest vendors. Our network of offices across North America, as well as locations in India and China, will give you the opportunity to spread your wings, too.

About Our Microsoft National Business Unit

Perficient is proud to be one of just 38 partners recognized as a Microsoft National Solution Provider (NSP) Partner, and one of only seven Global NSP Partners. This distinction means that we are considered to be one of the top Solution Providers in the country (and the world). We architect, design and implement digital experience, business optimization, and industry-focused, integrated solutions leveraging Microsoft technologies across a variety of practice areas.

In 2020, Perficient was one of six companies in North America to receive Microsoft’s Health Innovation Award for our Dynamics work for Dignity Health (now Common Spirit), one of the largest healthcare providers in the US. This recognition, along with some amazing work by the team, has fueled triple-digit growth, created new opportunities to serve clients in a wide variety of industries, and led to promotions and new responsibilities for our colleagues. We’re looking for people who love to solve problems with technology and data, who embrace the need for continual learning in an ever-changing world, and get energized through collaboration. Is that you?

Responsibilities

In this role, you’ll spend most of your time consulting directly with our clients and developing business solutions. You’ll also have the opportunity to work with the latest Microsoft technologies and solutions in enterprise-level environments. You will design and implement high-quality CRM applications and platform solutions that include such activities as:

• Lead client meetings and/or facilitated strategy sessions
• Working with customers to analyze business requirements, defining functional specifications, and consulting with clients on strategic and operational uses of the CRM platform
• Developing high level project work plans
• Developing robust design and functionality of the platform
• Designing integration solutions for backend services and back office/ERP applications
• Identifying creative solutions to meet system/business requirements with and without the development of custom code
• Developing data conversion and testing strategies
• Training client personnel on the usage and administration of Microsoft Dynamics CRM

Qualifications

The ideal candidate will have PowerApp/CDS/D365 CRM/CE architecture, design, implementation and deployment experience in delivering enterprise level solutions. You’ll be able to develop software based on the description of business logic and the existing application. We’d be thrilled to learn that you have these core skills, interests and experience:

• Excellent presentation, verbal and written communication, and time management skills
• Good work ethic and self-starting attitude, and ability to work well among a team of professionals
• Ability to perform in customer settings and discern client business needs
• Strong analytical, solution design and problem-solving skills
• Desire to work in a team environment and work across organization functional boundaries
• Ability to work capably under stress and to juggle multiple tasks within tight deadlines
• Deep understanding of response marketing and CRM best practices
• Experience on with Agile development methodology and tools
• General understanding of full lifecycle development of a Dynamics 365 project

• 5+ years of experience with Microsoft Dynamics 365
• 5+ years of implementation experience in medium to large scale (100+ users) environments
• 3+ years of Implementation experience in Azure technologies
• Experience developing canvas and model driven PowerApps; 2-3+ years is preferred
• Experience creating Forms and Power Automate that move data from Forms to O365 components; 2-3+ years is preferred
• Experience with Common Data Service; 2-3+ years is preferred
• Experience developing solutions that span multiple Office365 services (e.g., SharePoint, Outlook, Graph API, One Note, One Drive, etc.)
• Microsoft Dynamics 365 CRM customization, workflows and .NET integration
• Working knowledge of the web resource capabilities within Dynamics CRM
• Knowledge of PowerApps and PowerAutomate licensing plans and features included in different plans
• Understanding of the Microsoft and software technologies, including .NET development, SQL Server system integration technologies and techniques, SOA, design patterns (MVC, MVP)
• A bachelor’s degree in Computer Science or equivalent with 10+ years of IT experience

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