Customer Engagement Functional Consultant (Canada)

Customer Engagement Functional Consultant (Canada)

02 Sep
|
Rand Group
|
Canada

02 Sep

Rand Group

Canada

Great Pay! Challenging Work! Continuous Learning! Prospect to Advance!

Join our team as a D365 Customer Engagement Functional Consultant and help clients improve sales, marketing, customer service, field service, and relationship management processes through practical CRM solutions. In this role, you will lead functional discovery, solution design, configuration, testing, training, and go-live support for Dynamics 365 Customer Engagement implementations and optimization projects. If you enjoy translating business requirements into scalable system solutions and building trusted client relationships, Rand Group offers an opportunity to grow your consulting career while delivering measurable results.

Compensation and Benefits:

- Objective and comprehensive bonus programs reward your contributions:

Production Bonus

Recruiting Referral Bonus

New business referral bonus

- Extended health service offering
- RRSP (Registered Retirement Savings Plan)

Work Life Balance:

- Travel no more than 35%
- Remote work model
- Vacation accrual increases with tenure

Career Advancement

- Performance evaluations
- 80 hours annual training
- Personal Development Plan that is updated annually for career progression

Responsibilities:

- Lead and support end-to-end Dynamics 365 Customer Engagement implementations, assessments, and optimization projects
- Facilitate discovery sessions to gather, analyze, and document business requirements across sales, marketing, customer service, field service, and related customer engagement workflows
- Translate business requirements into functional designs, configuration decisions, user stories, and recommended best practices within Dynamics 365 CE
- Configure core Dynamics 365 CE capabilities,



including accounts, contacts, leads, opportunities, cases, queues, activities, business process flows, dashboards, views, forms, security roles, and workflows
- Partner with technical consultants and developers on Power Platform solutions, integrations, data migration, reporting, automation, and issue resolution
- Plan and execute testing activities, support user acceptance testing, and validate that delivered solutions meet business requirements
- Deliver end-user training, system walkthroughs, and process documentation to support adoption and long-term success
- Provide go-live and post-go-live support, troubleshoot functional issues, and recommend continuous improvement opportunities
- Build strong client relationships and serve as a trusted advisor on CRM process improvement and Microsoft business application capabilities
- Contribute to internal knowledge sharing, solution development, and mentoring of junior team members as appropriate

Qualifications:

- 4+ years of hands-on experience implementing Microsoft Dynamics 365 Customer Engagement
- Bachelor’s degree in Business, Accounting, Management Information Systems, Supply Chain Management or related field
- Experience as a functional consultant, business analyst, solution consultant, or subject matter expert in CRM implementations




- Strong understanding of business processes in one or more of the following areas: sales, marketing, customer service, field service, account management, case management, or customer engagement operations
- Ability to gather requirements, lead workshops, perform fit-gap analysis, and translate business needs into practical system solutions
- Experience with configuration, testing, training, cutover, and post-go-live support in CRM or business application projects
- Familiarity with Microsoft Power Platform, including Power Apps, Power Automate, Dataverse, or Power BI, preferred
- Strong communication, facilitation, documentation, and client-facing consulting skills
- Ability to manage multiple priorities, work independently, and collaborate effectively across project teams
- Must be authorized to work in Canada; willingness to travel to client sites as needed

Why Rand Group?

At Rand Group, you will join a team that combines deep business expertise with a practical, results-driven approach to consulting. Since 2003, we have helped clients modernize operations, improve decision-making, and get more value from their technology investments. Our consultants are trusted advisors who solve complex challenges, build lasting client relationships, and make a measurable impact.

We are committed to professional growth through continuous learning, performance-based advancement, and a flexible work environment that supports both collaboration and balance. If you want to do meaningful work alongside smart, driven professionals who care about quality and outcomes, Rand Group offers the platform to grow your career and expand your impact.

📌 Customer Engagement Functional Consultant (Canada)
🏢 Rand Group
📍 Canada

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