PowerObjects, an HCL Technologies Company is seeking a Microsoft Dynamics 365 Senior Technical Sales Professional - Financial Services to join our award-winning and growing team. The Senior Technical Sales Professional’s primary responsibility is to work in partnership with Business Development Directors and other sales resources as assigned/needed to participate in the execution of the PowerObjects Evaluation Process. Tasks will include conducting discovery with potential customers; understanding requirements; performing functional analyses, gap/fit processes, and documentation findings; and using those findings to build a configured solution demonstration with Microsoft Dynamics 365 and presenting the solution demonstration to the prospective customer. In addition, the Senior Technical Sales Professional will be responsible for developing project estimates and scope statements for proposals. The Senior Technical Sales Professional’s role will also participate in various sales and marketing-related activities such as webinars, internal training, template building, standard demos, and more. Senior Technical Sales Professionals will also be asked to develop/codevelop and maintain the various tools and assets that are needed to estimate and propose projects.


Essential Functions

  • Exhibit the Guiding Principles of PowerObjects
  • Work as pre-sales specialist on multiple opportunities at any given time
  • Ability to understand, communicate, and interpret business processes and requirements
  • Prepare business process discovery documents
  • Prepare solution demonstration plans
  • Configure and present solution demonstrations showing Dynamics 365 fit to the customer’s organization
  • Assist organizations in developing a phased approach to their implementation
  • Answer functional and technical questions regarding complex deployments, methods used, best practices, and development capabilities from customer business and IT staff
  • Develop project estimates and proposals and responses to RFP’s
  • Participate in the transition to the delivery team
  • Assist in developing sales team tools and training
  • Actively participate in any sales/skills development or training opportunities or programs offered
  • Read, understand, and follow any policies and procedures specific to the sales team as well as the general policies and procedures of PowerObjects
  • Other duties and requirements as needed or assigned

Key Measurements of Performance

  • Successfully partner and work with Business Development Directors on assigned opportunities, specifically in the financial services sector
  • Meet or exceed goals as established in the annual sales plan
  • Build and maintain strong working relationships with appropriate Microsoft team members
  • Master the PowerObjects Proven Process methodology
  • Conduct all business activities in an ethical and prudent manner
  • Update and/or submit all required reports and information within the designated timeframe(s)

Required Skills and Experience

  • Bachelor’s Degree (or equivalent) in Computer Science, or closely related field
  • Minimum 5 years’ experience with Microsoft Dynamics CRM or equivalent line of business application, such as Salesforce
  • Direct experience implementing complex, enterprise-sized projects using Microsoft Dynamics CE (CRM)
  • Proven experience in the financial services sector
  • Functional understanding of development, integration, and data migration processes and tools
  • Comfort with Azure service offerings, Scribe and SSIS capabilities, CRM API/SDK capabilities, and Power BI
  • Excellent communication skills and presence in front of C-Level Executives
  • Ability to effectively and efficiently manage competing priorities
  • Prior experience with software demonstrations a plus