The Senior CRM Technical Consultant will act as a liaison between customer and internal teams on Dynamics CRM projects (implementations, customizations, migrations, and more). The Sr. CRM Technical Consultant may be responsible for one or more aspects of the project including project management, business analysis, configuration, data, training and support with a focus on the Technical aspect. The candidate must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment. The Sr. CRM Consultant carries the ultimate responsibility for meeting the customer requirements and completing the project.


Essential Functions

  • Lead and manage multiple large projects
  • Leads and facilitates the design and architecture sessions with clients
  • Mentor other consultants in terms of PM, BA and/or technical skills
  • Be a PowerObjects University (PowerU) Instructor
  • Be an advisor to customers and other consultants
  • Helps customers define processes when there are no processes in place
  • Advises customers on best practices for CRM processes, user interface, and architecture
  • Assists technical consultants with architecting CRM or xRM systems, related customizations, and reports to model the client’s organizational processes
  • Creates functional and technical specifications documentation for projects
  • Creates a detailed project scope document for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project
  • Writes specifications for customizations, data migration, and system integrations
  • Facilitates team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
  • Schedules work to be done and follows up to ensure completion within the project schedule
  • Supervise the tasks and deliverables of the project team to meet project milestones and deliverables
  • Maintains risks and issues lists
  • Conducts risk mitigation with client project team
  • Guides the project along through daily communications with the customer
  • Conducts at least regular status meetings and sends weekly status updates
  • Conducts design review sessions with the customer to demonstrate completed work and gather adjustments and changes
  • Impart training to super users and end users, as needed

Required Skills and Experience

  • Master’s Degree or equivalent in Computer Science, or closely related field (i.e. computer science, software engineering, IT, etc.) required, OR Bachelor’s Degree or equivalent, in Computer Science or closely related field (i.e. computer science, engineering, IT, etc.) Required AND 5 years of Dynamics CRM, Project Management, Business Analysis and/or Technical Lead experience.
  • Able to manage or lead multiple large projects (6-18 months) with advanced organizational skills
  • Knowledge of coding and carrying out from scratch CRM development programming related to:
  • Visual Studio & Team Foundation Server
  • Microsoft C# & ASP.NET
  • JavaScript & web development
  • Ability to write maintainable & testable code
  • Creating & consuming web services
  • Experience with SQL Server / SSIS / SSRS
  • Solid understanding of the Dynamics CRM/365 SDK and development of plug-ins, custom workflows, and web resources

Desired Skills

  • Exhibit PowerObjects’ Guiding Principles (Always add value, think team, love what you do, live the technology, do the right thing)
  • Strong written communications especially related to articulating technical specifications
  • Professional demeanor
  • Feels comfortable talking with clients at all levels of within an organization
  • Experience with add-on products (Portals, Field Service, USD, etc.) a plus