Note: The job is a remote job and is open to candidates in USA. VeriPark is a global professional team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will leverage their experience in banking to provide expert consultancy and solutions utilizing Microsoft CRM and enhance operational efficiency for clients.
Responsibilities
• Facilitate workshops to develop business requirements; create demonstrations to provide proof of concept; plan and assist the team in drafting Statements of Work, including estimation of effort and cost.
• Provide input and advice regarding Microsoft Dynamics 365 capabilities, functions, and features to clients and prospects.
• Conduct hands-on implementation, configuration, and development of the various components of Microsoft Dynamics 365.
• Build positive client relationships by developing an understanding of clients’ business processes.
• Develop analytical and insightful recommendations to meet deliverable targets, and complete project tasks within budget and to customer satisfaction.
• Perform requirements gathering and business process analysis.
• Understand customer requirements and advise the project team on highly specialized, complex solution architecture and implementation.
• Participate as the technical expert in proposal development and presentations to prospective clients.
• Deliver presentations to all levels of management.
• Adapt to different end-user learning styles when training or gathering requirements.
• Create documentation for clients, including PowerPoint presentations and Visio workflows covering functional and technical requirements, design, training, and process engineering.
• Assist internal resources with support or pre-sales of Microsoft CRM and related integrations.
Skills
• 5+ years of Microsoft Dynamics CRM implementation experience.
• Experience as a consultant in a consulting practice, facilitating discovery workshops.
• Excellent communication skills, with the ability to interact with all levels of employees, including C-level executives.
• Experience creating strong business cases supported by compelling value propositions.
• Experience gathering business requirements (as-is/to-be models) and configuring Microsoft CRM modules, including Sales and Call Center; Marketing experience is a plus.
• Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through Microsoft CRM API usage and integration development.
• Knowledge of Microsoft SharePoint, Business Intelligence tools, etc.
• Working knowledge of Microsoft products, general networking, and Active Directory is required.
• Bachelor’s degree in Business Administration, Information Technology, or Engineering.
• Proven track record of successful CRM implementations and projects in Retail Banking, Business Banking, Commercial Banking, or Corporate Banking domains.
• Prior experience working with diverse teams and managing stakeholders in a consulting capacity.
• Experience using KingswaySoft
• Professional certifications related to CRM platforms (e.g., Microsoft Certified: Dynamics 365, Salesforce Certified Administrator)
Benefits
• Remote work
• Health insurance
• Retirement plan
• Birthday Leave
Company Overview
• VeriPark is a global provider of multi channel delivery, financial crm, and lending solutions for financial institutions. It was founded in 1998, and is headquartered in London, England, GBR, with a workforce of 1001-5000 employees. Its website is http://www.veripark.com.
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