Job Responsibilities:

• Implementations
  • Install and configure our Dynamics-based system and web portal platform.
  • Utilize Microsoft Power Platform for automation, custom app development, and integrations.
  • Collaborate with internal and external users to conduct system testing.
  • Show initiative and accountability in driving project success.
  • Support client upgrades as needed.
• Consulting
  • Work with the Sales team to gather detailed knowledge about the client, their requirements, and our proposed solution.
  • Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.
  • Lead the client (or pair with a Functional Consultant who will lead the client) through a thorough requirements analysis process to understand business needs, goals, and objectives.
  • Work with clients to develop new best practice business processes that fit our software to minimize customizations.
  • Create a requirements matrix to document all requirements for client-signoff.
  • Create a gap analysis to highlight the gaps between our base offering and the client’s requirements.
  • Collaborate with Project Manager and Product Owner to present solutions for gaps.
• Documentation
  • Create business process specs, user stories, use cases, and test criteria for agreed upon requirements.
• Collaboration with Product and Development Teams
  • Collaborate to ensure the stability and performance of existing product code base.
  • Troubleshoot and resolve issues in current system.
  • Optimize and refactor code to improve maintainability and performance.
• Training
  • Provide training to clients on product set-up and usage.
• Mentoring
  • Stay abreast of the latest trends and updates in Dynamics 365 and related technologies.
  • Provide mentoring and guidance to newer Consultants.
• Task Tracking
  • Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
  • Maintain accountability for personal billability goals (36 hours / week).
• Ensure all documented processes and procedures are followed.

Skills Required:

• 5+ years of experience designing, configuring, and developing business solutions within the Microsoft Dynamics 365 CRM platform; must be able to show a focus on the more technical tasks.
• 5+ years conducting thorough discovery and gap analysis engagements for a variety of client types.
• 5+ years creating detailed documentation to support planned CRM implementations.
• 5+ years of Power Platform/Microsoft Dynamics CRM development experience including Power Apps (Canvas and Model-Driven), Power BI, Power Automate, and Dataverse administration.
• Experience working in both agile and waterfall delivery models.
• Passion for excellence in user experience.
• Demonstrated creative and analytical thinking.
• Excellent oral and written communication skills.
• Ability to manage multiple competing priorities and complex tasks simultaneously.
• Ability to translate highly technical concepts into plain language for non-technical stakeholders.
• Microsoft Dynamics 365 and Power Platform certifications are highly desirable.
• Experience within the association industry is also desirable.
• Altai strongly prefers candidates with experience in an externally facing consulting role.

Skills Preferred:

• Experience with # and .NET
• Experience with JavaScript.