Dynamics CRM Functional Consultant

JOB RESPONSIBILITIES

• Analyze and understand business processes and translate them into functional requirements and CRM configurations

• Configure and customize Microsoft Dynamics CRM to meet client business needs including entities, forms, views, workflows, and business rules

• Work closely with stakeholders to gather, document, and validate functional requirements

• Support and participate in QA activities including functional testing, UAT coordination, and defect resolution

• Develop functional design documents, solution blueprints, and configuration guides

• Identify gaps between business requirements and out-of-the-box CRM functionality and propose appropriate solutions

• Collaborate with technical teams to ensure functional designs are implemented accurately

• Provide end-user training and support during and after implementation

• Assist in data migration activities from a functional perspective

• Support project delivery across the full implementation lifecycle from discovery to go-live

QUALIFICATIONS

• Proven hands-on experience with Microsoft Dynamics CRM — functional configuration and process design
• Strong understanding of functional processes and how they map to CRM modules such as Sales, Customer Service, Marketing, or Field Service
• Experience in QA support activities — functional testing, test case creation, UAT facilitation, and defect tracking alongside functional responsibilities
• Ability to gather and document business requirements and translate them into actionable functional specifications
• Strong analytical and problem-solving skills
• Excellent communication and stakeholder management skills
• Experience working in Agile or waterfall delivery environments

WHAT WE OFFER

• Competitive compensation package commensurate with experience. - Government-mandated benefits plus supplemental HMO coverage. - Collaborative and professional work environment. - Career growth opportunities within a growing finance organization. - Hybrid/Remote work arrangement (where applicable).