HBK CPAs & Consultants

Everywhere, in every corner of every industry, companies are embracing digital transformation.. We were among the earliest entries in the field of managed provider services, and offers a vast array of IT-related services.. Microsoft Dynamics CRM project implementations. Lead Dynamics CRM implementations through to completion on-time and on-budget. Utilize Microsoft BI suite, MS SQL Server and SSRS reporting services to manage report design, creation and publishing

crm consultant

Vertilocity i s one of the nation's first and leading managed services providers. We serve clients across the country, and our client base is growing substantially. As we grow, we continue to seek capable, dedicated professionals in all aspects of our business, including IT services, and increasingly, cybersecurity.
Digital technology is the most impactful disrupter in business today. Everywhere, in every corner of every industry, companies are embracing digital transformation. Vertilocity is steeped in experience in organizational workflows, systems, and software, and supports those businesses' initiatives to embrace the relevant, sophisticated technology they need to provide services and remain competitive.

We have been a trusted advisor to companies on their technology-based business management systems since our founding in 1993. We were among the earliest entries in the field of managed provider services, and offers a vast array of IT-related services. But more than just a provider of services we are a solver of problems. When we go home at night, we know we've made something good happen for our clients.

Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. If you want a career in a leading edge field, and want to be involved in work that is critical to people and their businesses, you're the kind of person we're looking for.

Vertilocity is an HBK technology company that was founded by entrepreneurial CPAs who understand that businesses suffer from inefficient workflow and unnecessary downtime without quality, professional, and timely IT service and support. As a member of the HBK family, a U.S. Top 50 CPA firm, Vertilocity brings HBK's traditional values of providing exceptional client service and building long-term client relationships to the world of technology.

Power Platform/Dynamics CRM Consultant

Relevant CRM, a software consulting firm in Raleigh, NC, has been helping businesses achieve their CRM goals for over 20 years. We have an immediate opening for an outstanding Microsoft Dynamics Consultant. Our solutions for equipment dealers have been installed in over 400 customers throughout the US and abroad. We deliver great customer experiences, build rewarding careers while anticipating what's next.

Qualifications:

5-6 years required experience in:
Microsoft Dynamics CRM project implementations
Client interface and communication in a consulting capacity
Business analysis and requirements gathering
Customer support and issue resolution

Essential job duties:

Maintain a thorough understanding of our service offerings, technical abilities and delivery processes

Understand customer requirements and effectively bridge communication between customers and technical staff

Lead Dynamics CRM implementations through to completion on-time and on-budget

Reviews task budgets prior to beginning work, alert project manager of unforeseen scope changes
Perform configuration of fields, relationships, advanced finds, dashboards, business process, business rules, workflows
Acts as Business Analyst to develop and document business requirements as new requirements arise
Utilize Microsoft BI suite, MS SQL Server and SSRS reporting services to manage report design, creation and publishing
Perform light programming tasks such as modification of sql queries or code review
Provide online and onsite training for system administrators, managers and end users

Maintain adherence to our project methodology, standard policies and procedures

Assist with pre-sales support:

Work with sales rep to provide technical presentations and demonstrations in support of the sales process
Produce responses for SOWs and create project budgets
Understand and capture business and technical requirements

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