The Role
Leads enterprise Microsoft Dynamics 365 Sales consulting, solution design, CRM transformation, and implementation programs. Responsibilities include requirements gathering, stakeholder workshops, roadmap definition, project scope and budget management, deployment oversight, integration, testing, adoption, governance, and escalation management. The role coordinates global delivery teams and advises executive customers on sales and customer engagement transformation using Dynamics 365, Power Platform, Azure, and related Microsoft technologies.
Summary Generated by Built In
Position Summary:
We are seeking an experienced Microsoft Dynamics 365 Sales Solutions Leader to spearhead
business development, solution consulting, and enterprise-level CRM transformation initiatives.
This role will drive customer success from pre-sales through implementation and serve as
a trusted advisor to customers pursuing digital sales and customer engagement
transformation using Microsoft Dynamics 365.
The ideal candidate combines strong business consulting skills, enterprise CRM
implementation experience, project leadership capabilities, and deep expertise in
Microsoft Dynamics 365 Sales.
Key Responsibilities:
Business Consulting & Requirements Definition
• Understand customer sales, marketing, and customer engagement processes and
identify transformation opportunities.
• Lead requirements gathering sessions and translate business needs into Dynamics
365 Sales solutions.
• Facilitate workshops with business stakeholders, end users, and executive
sponsors.
• Define solution scope, roadmap, and implementation strategy for enterprise
customers.
Project Leadership
• Lead Dynamics 365 Sales implementation projects.
• Coordinate business consultants, functional consultants, solution architects,
developers, and customer stakeholders.
• Manage project scope, schedule, budget, risks, and customer expectations.
• Ensure successful project delivery while maintaining high customer satisfaction.
Solution Delivery & Support Governance
• Oversee Dynamics 365 Sales deployment, integration, testing, and adoption
activities.
• Establish support and operational governance models.
• Coordinate global teams across multiple regions and time zones.
• Serve as an escalation point for critical customer issues and delivery challenges.
Requisitos
Required Qualifications:
Experience
• 8+ years of experience in CRM consulting, enterprise application implementation,
or digital transformation programs.
• 5+ years of hands-on experience with Microsoft Dynamics 365 Sales projects.
• Proven experience leading enterprise CRM implementation projects.
• Strong background in business process analysis, requirements definition, and
stakeholder management.
• Experience in consulting firms, system integrators, or enterprise software providers
preferred.
Microsoft Dynamics 365 Expertise
• Deep understanding of Microsoft Dynamics 365 Sales capabilities and
implementation methodologies.
• Experience with:
o Lead-to-Opportunity Management
o Account & Contact Management
o Sales Pipeline Management
o Forecasting & Reporting
o Customer Engagement Processes
o Power Platform (Power Apps, Power Automate)
• Experience integrating Dynamics 365 with Microsoft 365, Teams, Power BI, and ERP
systems.
• Familiarity with Microsoft Azure ecosystem and Copilot for Dynamics 365 is highly
desirable.
Leadership & Communication
• Strong consulting and executive presentation skills.
• Ability to engage with C-level stakeholders and business leaders.
• Demonstrated project leadership and customer-facing experience.
• Strong negotiation, problem-solving, and team leadership capabilities.
Language & Availability
• Professional-level English communication skills.
• Ability to work effectively across multiple time zones.
Preferred Qualifications
• Microsoft Dynamics 365 certifications.
• Microsoft Power Platform certifications.
• PMP, Agile, or Scrum certifications.
• Experience managing global CRM transformation programs.
• Knowledge of manufacturing, distribution, logistics, or professional services
industries preferred (not required).
Critical Capability Gaps This Role Will Fill
⚠Deep Microsoft Dynamics 365 Sales implementation expertise
⚠Enterprise CRM solution architecture and requirements definition
⚠Dynamics 365 delivery leadership and best practices
⚠Microsoft ecosystem expertise (Power Platform, Azure, Copilot)
⚠Global support and operational governance for Dynamics 365 environment
Skills Required
- 8+ years of experience in CRM consulting, enterprise application implementation, or digital transformation programs
- 5+ years of hands-on experience with Microsoft Dynamics 365 Sales projects
- Experience leading enterprise CRM implementation projects
- Experience with business process analysis, requirements definition, and stakeholder management
- Deep understanding of Microsoft Dynamics 365 Sales capabilities and implementation methodologies
- Experience with lead-to-opportunity management, account and contact management, sales pipeline management, forecasting and reporting, and customer engagement processes
- Experience with Power Apps and Power Automate
- Experience integrating Dynamics 365 with Microsoft 365, Teams, Power BI, and ERP systems
- Strong consulting and executive presentation skills
- Ability to engage with C-level stakeholders and business leaders
- Demonstrated project leadership and customer-facing experience
- Strong negotiation, problem-solving, and team leadership capabilities
- Professional-level English communication skills
- Ability to work effectively across multiple time zones
- Experience with consulting firms, system integrators, or enterprise software providers
- Familiarity with the Microsoft Azure ecosystem and Copilot for Dynamics 365
- Microsoft Dynamics 365 certifications
- Microsoft Power Platform certifications
- PMP, Agile, or Scrum certifications
- Experience managing global CRM transformation programs
- Knowledge of manufacturing, distribution, logistics, or professional services industries
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The Company
What We Do
Softgic helps organizations pursue digital and cognitive transformation through innovative, customized technology solutions. Its services include software development, automation, cloud computing, cybersecurity, UX design, and related IT consulting. The company’s mission is to make life easier with technology and help clients transform digitally and cognitively, optimizing processes, reducing costs, and accelerating results for businesses across Latin America and the United States.
