Senior Functional Consultant – Microsoft D365ce Sales

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

📋 Description

• Facilitate discovery workshops involving sales, marketing, customer service, and IT stakeholders.

• Document existing processes and outline requirements for future states.

• Design and set up Dynamics 365 Sales functionalities, which include leads, opportunities, pipelines, quotes/orders, pricing, territories, forecasting, and Copilot-enabled sales features.

• Lead workshops focused on data migration for business purposes.

• Establish source-to-target mappings, transformation rules, validation criteria, data cleansing procedures, and reconciliation processes.

• Perform fit-gap analysis and suggest configuration-first solutions.

• Identify integration needs between Dynamics 365 Sales and ERP, finance, marketing, and data warehouse systems.

• Assist with functional, System Integration Testing (SIT), User Acceptance Testing (UAT), and data migration testing.

• Provide support for training, adoption, cutover processes, and post-go-live hypercare.

• Counsel business and IT stakeholders, translating complex needs into actionable specifications.

• Collaborate with business stakeholders, data owners, and the Solution Architect throughout the implementation process.

⛳️ Requirements

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

• At least 5 years of practical experience with Dynamics CRM or Dynamics 365 Customer Engagement, demonstrating strong expertise in the Sales module.

• Established track record as a Senior Functional Consultant or Functional Lead on enterprise implementations.

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

• Familiarity with Dataverse, Power Apps, Power Automate, Power BI, and Microsoft 365 integrations.

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

• Excellent analytical, facilitation, documentation, and stakeholder communication abilities.

• A background in consulting or systems integration is an advantage.

🏝️ Benefits

• Competitive USD salary.

• Fully remote work; access to coworking spaces across LATAM.

• Paid time off and national holidays with full salary in accordance with country regulations.

• Sick leave benefits.

• Annual credit for work-life balance perks.

• Team-building activities, coffee breaks, tech talks, and after-work gatherings.

• A day off for your birthday.

• An environment that promotes autonomy, open communication, and respect for diversity.

• A flexible work model that emphasizes impact and personal well-being.

• People Care support, wellness check-ins, and assistance for professional growth.