Technology skills, Competencies, Experience and Responsibilities:- Adopt at Configurations of latest MS Dynamics 365 both CRM Online and On Premise.- Adopt at MS Dynamics 365 Customizations like Plug-in development, Workflow, ASP.Net, Reports, MS Azure Integrations.- Adopt at building Extensions utilizing Web technologies such as AngularJS, HTML, AJAX, JavaScript, ASP.NET 3.5+, SQL Reporting Services, XML. - Adept at building integrations with MS Dynamics CRM. - Designing, developing, and implementing applications using Power platform (Power Apps, Power BI, and Power Automate)- Good project communication skills like project status and issues to project managers and other practice leaders as necessary.- Experience of doing MS CRM implementations across various industry domains. - Develop SQL scripting and stored procedures to be utilized in the development of CRM software applications.- Design relational databases to best support application design set forth in functional specifications.- Provide ongoing support for CRM, Collaboration, and Business Intelligence applications ensuring overall client satisfaction.- Create technical specifications based on functional specifications provided by project team business analysts. Technical specifications will be utilized in the design and development of CRM software applications.- Create unit test plans and perform unit testing to ensure quality of work.- Work in a project team environment, both with internal team members and client team members.- Stay abreast of current and upcoming trends and technical capabilities of CRM, Collaboration, and Business Intelligence software.- Evaluate and identify other potential service needs for clients.- Participate in community activities and professional organizations to develop business contact relationships.- Assist in the sales process by working with the business development team to develop the scope of services and approach to solve client CRM needs.- Assist in the sales process by providing technical assistance and expertise on sales calls. - Specific Skills, Education and Experience Requirements:- Bachelor’s degree in information systems or similar technical background, preferably with CRM, Collaboration, and/or Business Intelligence knowledge.- Work experience analysing, designing, developing, implementing and supporting business processes in sales, marketing, and customer service functions.- Experienced troubleshooting and testing skills.- Demonstrated ability to implement tools and strategies to ensure a high standard of quality control.- Demonstrated problem identification/analysis skills.- Demonstrated communication and organizational skills.- Ability to handle multiple assignments with minimal supervision.- Demonstrated software development and systems analysis skills.- Demonstrated database design and query skills.- Demonstrated report design and creation skills.- Demonstrated writing skills- Ability to build and foster professional business relationships- Knowledge of industry practices and processes in line with firm’s target market
- Excellent communication – verbal and written.
Nice to have:- MS CRM Certification- Power platform certification
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
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Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
