We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.
If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx
Under the direction of a Senior Consultant or Manager, the Microsoft Dynamics 365, Consultant II will develop and implement solutions for clients that are either consultative or technical in nature that provide improvements to the client’s business processes and information technology. Essential Responsibilities - Support analysis and design sessions to gather functional and technical requirements across sales, marketing, service, and operational needs under the guidance of a Senior Consultant or Project Manager. - Assist in client CRM projects through assigned phases or workstreams, including sales, planning, design, implementation, configuration, testing, deployment, training, and support, while following established project plans and methodologies. - Translate business requirements into documented functional and technical specifications, user stories, and configuration designs for assigned solution components. - Configure, test, and deploy Microsoft Dynamics CRM solutions and related applications, including creation and execution of test scripts and support of user acceptance testing in coordination with project leadership. - Demonstrate completed functionality to internal team members and clients, and support end-user training and documentation for implemented features with review and support from senior team members - Maintain clear, professional communication with internal and client stakeholders, escalating risks, scope concerns, and timeline issues to project leadership as needed. - Mentor Consultant I team members through knowledge sharing and day-to-day guidance, supporting their technical and professional development. - Provide urgent on-site or remote support when critical issues arise, coordinated with project leadership. - Support business development efforts through scoping, configuring, and demonstrating the CRM solution and other marketing efforts through events, webinars, whitepapers, and blogging - Assist in the development of work plans, proposals, and engagement letters in preparation of client projects
Required Qualifications - 2-5 years of experience with software implementations, defining business requirements, business process management and client relationship management - 2+ years of Business Analysis experience - Experience with software troubleshooting and testing - Solid understanding of logical data modeling - Superior written and verbal communication skills - Strong propensity for innovative thinking balanced with disciplined rigor and following proven methodologies - Strong desire to help clients maximize value by leveraging technology and process improvement Preferred Qualifications - Experience implementing the Microsoft Dynamics D365 CRM product suite, including Sales, Customer Service, Field Service, Project Operations, and Marketing - Experience with advanced Microsoft Excel and Visio concepts - Microsoft Dynamics D365 CRM certifications - Undergraduate degree in Management Information Systems, Information Technology, Business Administration, Entrepreneurship, Engineering, Economics, or other related field of study. - Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 MOTE #LI-BD1
Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000- to $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
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.
