The Field Service CRM Consultant will act as a liaison between customer and internal teams on CRM for Dynamics 365 projects (implementations, customizations, migrations, and more), with a focus on Field Service. The individual will be responsible for one or more aspects of the project including configuration, data, training, and support with a focus on Business Analysis. The Field Service CRM Consultant must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment. The Field Service CRM Consultant carries the ultimate responsibility for meeting the customer requirements and completing the project.

Essential Functions

  • Serve as a Subject Matter Expert on Field Service projects
  • Participate in the transition meetings of Field Service engagements
  • Lead and manage small to medium size projects
  • Facilitate project risks assessment and analysis
  • Develop project budget, and ensure work is completed on-track and within budget
  • Gather and document business processes (some current state, mostly future state)
  • Assist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client’s organizational processes
  • Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
  • Coordinate with overseas team on custom development, complex customizations and portals
  • Write design specifications pertaining to various aspects of the project
  • Develop test plans and scripts
  • Conduct system and end-to-end testing of the application
  • Conduct at least a weekly status meetings (may be more) and send weekly status updates
  • Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes
  • Exhibit Thought Leadership in the Field Service space and develop blogs, articles, and whitepapers

Desired Skills

  • Exhibit PowerObjects’ Core Values
  • Bachelor’s Degree or 4 or more years of experience
  • 2 – 3 years’ experience in a business analysis capacity
  • Minimum 2 years of CRM for Dynamics 365 and Field Service experience
  • Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, customer service, and field service departments within an organization
  • Excellent verbal and written communication
  • Professional demeanor
  • Ability to speak with clients at all levels of within an organization
  • Advanced use of Microsoft Project, Excel, Word, and Visio