Senior Functional Consultant

This is a fully remote position, open to applicants in Argentina.

📋 Description

• Assist in the assessment, design, configuration, migration, testing, and deployment of large-scale Dynamics 365 Customer Engagement and sales transformation solutions.

• Aid the Solution Architect in collecting, analyzing, and documenting business and data migration requirements.

• Facilitate functional discovery sessions and document both current-state processes and future-state requirements.

• Conduct fit-gap analysis and propose scalable, configuration-first solutions.

• Configure Dynamics 365 Sales and Dataverse tables, including columns, relationships, forms, views, dashboards, business rules, and business process flows.

• Define and document the scope of data migration, including source-to-target mappings, transformation rules, validation rules, reconciliation criteria, and retention requirements.

• Coordinate trial migrations, mock conversions, data validation, reconciliation, and obtain business-owner sign-off.

• Establish requirements for Power Apps, Power Automate, Power BI, Copilot Studio, AI-enabled processes, and integrations.

• Collect security, access, reporting, dashboard, forecasting, and analytics requirements.

• Develop strategies for functional testing, including test cases, UAT plans, defect records, and activities for business sign-off.

• Provide support for training, demonstrations, user adoption, change management activities, go-live readiness, cutover, hypercare, and post-production stabilization.

• Engage in Agile, Waterfall, or hybrid delivery methods, including backlog refinement, sprint planning, reviews, demonstrations, and retrospectives.

• Collaborate with onshore and offshore functional and technical teams.

• Act as a trusted functional advisor to sales leaders, business users, data owners, and IT stakeholders.

• Communicate risks, dependencies, decisions, blockers, and recommendations to the Project Manager and Solution Architect.

• Maintain project documentation, training materials, cutover checklists, lessons learned, and opportunities for improvement post-go-live.

⛳️ Requirements

• Over 8 years of experience in delivering CRM, sales automation, or enterprise business application solutions.

• More than 5 years of hands-on experience with Microsoft Dynamics CRM or Dynamics 365 Customer Engagement.

• Extensive functional experience with Microsoft Dynamics 365 Sales.

• Proven experience as a Senior Functional Consultant or Functional Lead on enterprise-level implementations.

• Strong knowledge of end-to-end sales processes, including lead management, opportunity management, pipeline management, forecasting, quoting, and order handoff.

• Experience in gathering and documenting complex business requirements.

• Proven ability to develop user stories, acceptance criteria, process flows, fit-gap analyses, and functional design documents.

• Experience in gathering data migration requirements and creating source-to-target mapping documentation.

• Familiarity with data cleansing, transformation, validation, reconciliation, and business sign-off processes.

• Working knowledge of Microsoft Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations.

• Experience supporting Dynamics 365 integrations with ERP, marketing, finance, data, or third-party systems.

• Experience leading testing, UAT, training, cutover, and post-go-live support activities.

• Ability to collaborate with business leaders, Solution Architects, Developers, Data Engineers, and Project Managers.

• Strong analytical, facilitation, documentation, presentation, and problem-solving skills.

• Familiarity with Azure DevOps or a similar Agile delivery platform.

• Preferred: experience with enterprise assessments and modernization programs.

• Preferred: experience with legacy CRM or Salesforce migrations to Dynamics 365.

• Preferred: knowledge of Dynamics 365 Customer Service, Customer Insights, Field Service, or Contact Center.

• Preferred: understanding of Dynamics 365 Finance and Supply Chain Management or Business Central integrations.

• Preferred: experience with Microsoft Copilot for Sales, Copilot Studio, and AI-enabled business processes.

• Preferred: knowledge of Microsoft Fabric, Power BI, and enterprise reporting.

• Preferred: experience in global, multi-entity, multi-brand, or multi-territory organizations.

• Preferred: background in consulting or systems integration environments.

• Preferred: familiarity with Microsoft FastTrack engagement practices.

• Preferred: experience in regulated or data-sensitive industries.

• Preferred: capability to mentor junior Functional Consultants and Business Analysts.

• Preferred certifications: Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate; Microsoft Certified: Power Platform Functional Consultant Associate; Microsoft Certified: Power Platform Solution Architect Expert; and relevant Microsoft Power Platform, Dynamics 365, Copilot, or Microsoft Fabric certifications.

🏝️ Benefits

• Equal opportunity employment.

• Travel to business and customer locations, locally and/or nationally, up to 20–30%.