Lead CRM Consultant (Vancouver)

Lead CRM Consultant (Vancouver)

19 Sep
|
Two Circles
|
Vancouver

19 Sep

Two Circles

Vancouver

Who you are

- A Lead Microsoft Dynamics 365 Consultant will possess a blend of the following skills:

- Proven experience leading systems audits, requirements gathering and process mapping across complex, multi-stakeholder engagements

- Ownership of functional and technical design documentation, setting the standard for quality and consistency across client engagements

- Expertise in creating and reviewing data architecture diagrams and entity relationship diagrams

- Experience leading the UAT process end-to-end, including script design, execution oversight, and sign-off

- Oversight of end-user support and training material, ensuring consistency across teams and engagements

- Planning and leading training sessions as well as conducting technical demonstrations throughout the duration of the engagement

- Deep understanding of Sales and Customer Service processes, with the ability to advise clients on best-practice design

- Extensive experience customizing, configuring, and developing Dynamics 365 solutions at scale

- Proven experience architecting apps within D365 Customer Engagement (CE) including Sales and Customer Service

- Experience designing and building agents in Microsoft Copilot Studio

- Strong expertise across Microsoft Power Platform, with the ability to guide best-practice adoption across teams

- Building solutions using Microsoft PowerApps

- Relevant Microsoft Dynamics/Power Platform certifications desirable (PL-200, PL-600, etc.)

- An understanding and experience of JavaScript code desirable

- Adept at translating technical solutions for non-technical audiences

- Comfortable building strong working relationships,



both within the business and with clients, and a keenness to maintain and develop these relationships

- Ability to work at pace and retain a keen attention to detail
- A willingness to travel as required, as well as collaborate with teams in different locations/time zones

- Love for sports
- Great self-starting attitude, keen to join an entrepreneurial organization where every working day is different

What the job involves

- This is a great prospect to join and play a pivotal role in our growing CRM Consulting practice in NA, working with some of the biggest and most exciting sports rights holders
- The role will require the candidate to be responsible for:

- Client & Stakeholder Management

- Own client relationships, engaging and influencing Director- and Executive-level stakeholders on both the business and technical side

- Actively collaborate with internal business and technical stakeholders, including commercial leaders, customer success managers, Solution Architects, and Business Analysts to drive the best outcomes for clients

- Solution Ownership & Technical Expertise

- Own Microsoft Dynamics solutions end-to-end,



leading the development and optimization of Sales and Customer Service implementations across multiple client engagements

- Lead Microsoft Dynamics solution design, independently designing scalable, high-performing solutions tailored to complex business needs

- Champion best practices, driving best-in-class configuration, customization, and development standards across client engagements

- Act as SME for Microsoft Dynamics and Power Platform technical solutions, including Dataverse, automation platforms, reporting tools, and OOTB capabilities

- Serve as the go-to expert on Microsoft Dynamics integrations, owning how Dynamics intersects with other platforms and leading integration design and build where applicable

- Team Development
- Manage junior team members, mentoring and developing internal Dynamics resources and fostering technical growth within the team

Benefits

- Renowned Team Days often throughout the year

- Summer Away Days
- 23 standard days of holiday (+ 1 Birthday, +2 for a ‘Big Life Event’ and +1 Admin Day), closure of office over Christmas (plus Bank Holidays)

- Discretionary Bonus based on company performance

- Performance Reviews every 6 months with discretionary salary increases

- Private healthcare (Vitality) and/or Health Care Plan (Medicash)

- Mobile phone contribution

- Sport Challenge contribution

- Gym membership contribution
- 2x annual kit drops

- Tickets to sporting events
- Lunch once a week, breakfast and continuous supply of snacks

- Private healthcare schemes

- Cycle to work scheme
- Learning and Development opportunities, including certification in certain areas

📌 Lead CRM Consultant (Vancouver)
🏢 Two Circles
📍 Vancouver

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