Job Description
Our client is an award-winning consultancy providing advice within the Financial Services Industry.
This is an exciting opportunity for an experienced D365 functional consultant to own the ongoing development of the Microsoft Dynamics 365 (D365) Sales and Marketing apps at the firm with responsibilities ranging from design and customisation to testing and deployment in addition to supporting the wider D365 team with day to day troubleshooting and maintenance. They have recently rolled out Dynamics 365 sales and marketing apps as a key part of our technical strategy within the Marketing and Business Development department and this role is a critical part of ensuring its success and adoption. The role sits within the marketing data and operations team which is comprised of five people, as part of a 35 - strong Marketing and Business Development department and will work closely with the Digital Services department who are responsible for the firms overarching technology strategy and core underpinning platforms.
Our client is seeking:-
A bright and enthusiastic individual who is passionate about D365 apps, data and how they can work together to help businesses grow and thrive
Someone who can think outside the box and come up with low code/no code solutions to solve CRM challenges
Someone with a deep understanding of the D365 sales and marketing apps and how they fit together to create a solid MarTech stack
An innovator that brings, and is willing to drive, new idea and processes to help our drive for efficiency across the business development team and great data usage across the firm
Responsibilities:
Running requirements gathering workshops alongside the CRM manager (and where required their external agency) with internal stakeholders
Documenting current and planned process flows using Visio
Documenting requirements in the form of user stories in Azure DevOps
Leading sprint planning sessions for the wider marketing data and operations team (and CRM agency where required)
Customisation and configuration of Dynamics 365 Sales and Marketing apps
Leading on all testing of any development pre deployment
Supporting the CRM manager with creation of structured training material and delivering end user training sessions
Managing data migration processes through import and export (and where required integration tools such as Tibco)
Closely collaborating with their CRM agency to ensure that projects are delivered on time, on budget and to a high standard
Closely liaising with their Digital services team to ensure efficient cross departmental processes e.g., licence allocation, troubleshooting and data management
Ensuring solutions provided and customisations implemented are highly maintainable, supportable, and stable over the long-term, adhering to recognised Microsofts best practices
Ensuring solutions provided and customisations implemented meet Microsofts supported standards
Providing additional support to the wider marketing data and operations function where required
Ideally you will have:-
Several years (at least 5) experience in functional consultant role in house (financial services preferred) or agency (working with financial services clients preferred);
Strong functional experience of Dynamics 365 configuration, customisation, workflows, business rules, dashboards, forms and views;
Deep and broad knowledge of technical capabilities of Dynamics 365, including appropriate certification. Must be able to show good knowledge of practices for Dynamics 365 suite
Knowledgeable on the technical capabilities of Dynamics 365 beyond customisation, including JavaScript/Plugins
An understanding of capabilities of the supporting software in the Microsoft stack including: PowerApps (Canvas), Power Automate and Data verse
Azure SQL / SQL Server
LogicApps, Data Factory
Good understanding of Azure and cloud technologies, .Net development, Power platform and PowerBI
Basic technical understanding of non Microsoft marketing and analytics technologies, and some experience with implementing them (desired not essential)
Whats in it for you?
As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, they offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently their core benefits package includes:
For you: hybrid working (varies by role and department), professional study support (where applicable), access to their internal Wellbeing, LGBTQ+, Multicultural and Womens networks
For your family: Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave
For your health: 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!), options to buy & sell holiday, discounted gym memberships, private medical, critical illness and dental insurance through our flexible benefits, eye care vouchers, cycle to work scheme, digital GP services
For your wealth: competitive pension scheme, discretionary bonus scheme, high street discounts, season ticket loans
For others: volunteering opportunities
And much more!