Microsoft Dynamics Consultant

Role: Microsoft Dynamics 365 - Business Analyst (Financial Services/Wealth Management)Location: NYC Roles and ResponsibilitiesLead and manage mid-sized to enterprise projects independentlyParticipate in design and architecture sessions with clientsGather and document business processes (some current state, mostly future state)Advise customers on best practices for CRM processes, user interface, and architectureAssist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client’s organizational processesAssist in developing project budget, and ensure work is completed on-track and within budgetWrite specifications for customizations, data migration, and system integrationsFacilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reportsConfigure and customize the CRM system based on design specificationsCoordinate with overseas team on custom development, complex customizations and portalsDevelop test plans and scriptsConduct system and end-to-end testing of the applicationTraining super usersSchedule work to be done and follows up to ensure completion within the project scheduleGuide the project along through daily communications with the customerConduct at least a weekly status meetings (may be more) and sends weekly status updatesConduct design review sessions with the customer to demonstrate completed work and gather adjustments and changesQualifications and SkillsetsMaster’s Degree in business, or computer science related field or Bachelor’s Degree in business, or computer science related field and 6-8 years experienceUp-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organizationExcellent verbal and written communicationProfessional demeanorFeels comfortable talking with clients at all levels of within an organization.Advanced use of Microsoft Project, Excel, Word, and Visio