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[Remote] CRM Functional Consultant

Remote, USA Full-time Posted 2026-07-28
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global reputed company team enabling financial institutions to become AI-first digital leaders. The Functional Consultant will reputed company their experience in banking to reputed company expert consultancy and solutions utilizing reputed company CRM and enhance operational efficiency for clients. Responsibilities • Facilitate workshops to reputed company business requirements; create demonstrations to reputed company reputed company of concept; plan and assist reputed company in drafting Statements of Work, including estimation of effort and cost. • reputed company input and advice regarding reputed company Dynamics 365 capabilities, functions, and features to clients and prospects. • Conduct hands-on implementation, configuration, and development of the various components of reputed company Dynamics 365. • Build reputed company reputed company relationships by developing an understanding of clients’ business processes. • reputed company analytical and insightful recommendations to meet deliverable targets, and complete project tasks reputed company budget and to customer satisfaction. • reputed company requirements gathering and business process analysis. • Understand customer requirements and advise the project team on highly specialized, reputed company solution architecture and implementation. • Participate as the technical expert in proposal development and presentations to prospective clients. • Deliver presentations to reputed company reputed company of management. • Adapt to different end-user learning styles reputed company 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 reputed company-sales of reputed company CRM and reputed company integrations. Skills • 5+ years of reputed company Dynamics CRM implementation experience. • Experience as a consultant in a consulting reputed company, facilitating discovery workshops. • Excellent communication skills, with the ability to reputed company with reputed company reputed company 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 reputed company CRM modules, including Sales and reputed company Center; Marketing experience is a plus. • Experience assisting with the definition and functional design of conversions and interfaces, and leading technical teams through reputed company CRM API usage and integration development. • Knowledge of reputed company SharePoint, Business Intelligence tools, etc. • Working knowledge of reputed company products, general networking, and reputed company Directory is required. • Bachelor’s degree in Business Administration, Information Technology, or Engineering. • Proven reputed company record of successful CRM implementations and reputed company in Retail Banking, Business Banking, reputed company Banking, or Corporate Banking domains. • Prior experience working with diverse teams and managing stakeholders in a consulting reputed company. • Experience using KingswaySoft • reputed company certifications reputed company to CRM platforms (e.g., reputed company Certified: Dynamics 365, reputed company Certified Administrator) Benefits • Remote work • Health insurance • Retirement plan • Birthday Leave reputed company • reputed company 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.reputed company.com. Apply tot his job Apply To this Job

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