Full-Time

Consultant

Posted on 5/24/2024

Root16

Root16

11-50 employees

CRM consulting with Microsoft Dynamics specialization

Consulting

Mid

Chicago, IL, USA

Required Skills
Sales
Communications
Marketing
Customer Service
Requirements
  • Bachelor’s degree (Computer Science or Business Systems preferred) or related experience
  • 1 - 3 years of experience working on projects, business analysis, and/or requirements gathering (technology experience with applications is preferred but not necessary)
  • Familiar with relational databases is a plus
  • Self-starter and able to effectively prioritize multiple tasks and projects
  • Energized by working at an entrepreneurial company
  • Self-motivated, dependable and reliable teammate
  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating enterprise business processes with technology skills
  • Demonstrated leadership qualities and client service focused mindset
  • Microsoft certifications a plus, but not required
Responsibilities
  • Participate in discovery meetings with clients and prospects to understand and document their sales, marketing and customer service requirements and business processes
  • Participate in steering committee meetings with the client and be the escalation point for client communications
  • Participate in the pre-sales process as needed for RFPs and SOWs
  • Configure/customize D365/PowerApps using web-based administration tools (form layout, workflow design, view creation, etc.)
  • Work with developers to define and create specifications for any custom code or data migration requirements
  • Create and manage project timelines to ensure on-time and on-budget delivery
  • Train end-users
  • Create knowledge transfer documentation

Root16 specializes in CRM consulting with a focus on Microsoft Dynamics and the Power Platform. They deliver a range of services from CRM discovery and planning to implementation and vendor selection. Additionally, they offer extensive solutions in Power BI, Power Apps, Power Automate, and Power Virtual Agents. Their expertise also extends to migrating Salesforce solutions to Dynamics, underscoring their deep knowledge and adaptability in CRM technologies.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2020

Growth & Insights
Headcount

6 month growth

18%

1 year growth

44%

2 year growth

77%