Full-Time

Consultant

Confirmed live in the last 24 hours

Root16

Root16

11-50 employees

CRM consulting with Microsoft Dynamics specialization

No salary listed

Junior, Mid

Chicago, IL, USA

Hybrid work environment with occasional in-office presence.

Category
IT Consulting
Consulting
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
  • Occasional travel required, less than 20%
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
Desired Qualifications
  • Microsoft certifications a plus, but not required
  • Familiar with relational databases is a plus

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 Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2020

Growth & Insights

Headcount

6 month growth

39%

1 year growth

39%

2 year growth

39%