Wipfli
We are curious, inventive, perceptive and approachable. We push beyond the obvious answers to find smarter solutions.
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Microsoft Dynamics 365 CRM Consultant (Remote)

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Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you. We are looking to hire a Tax Consultant with a focus in State and Local Taxes (SALT) in our Minneapolis, Minnesota office.
Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli!

At Wipfli, people count
Our people are core to everything we do - the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It's a way of thinking. Of learning. Of working.
There's purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference - and make a professional home - Wipfli is the place for you.
Apply now for our Microsoft Dynamics 365 Consultant!
Responsibilities:
• Participate in analysis and design sessions to capture functional and technical requirements related to clients' sales, marketing, service, and operational needs
• Assist in client projects through all phases of the project lifecycle (sales, planning, design, implementation, testing, deployment, training, and support)
• Demonstrate solid understanding of the CRM solution and how to work with prospect and clients on building a conceptual design based on solicited requirements and best practices
• Document client business requirements, technical specifications, and user stories, and ensure all have been satisfied through the implementation
• Demonstrate completed features
• Configure, test, and deploy the CRM solution and any associated applications
• Create and execute test scripts, facilitate user acceptance testing
• Train end users on the system platform and build necessary documentation
• Maintain appropriate communication with all Wipfli and client project team members to assure the project is meeting established expectations
• Mentor consultants and assist them with client management responsibilities
• Assist in R&D capacity to understand the needs of the market and design solutions to meet those needs; work with the consultants to build identified solutions to take to market
• Perform emergency on-site or remote support as needed as requested by client or other consultants when urgent issues arise
• Support business development efforts through scoping, configuring, and demonstrating the CRM solution
• Support marketing efforts through events, webinars, whitepapers, and blogging
• Assist in the development of work plans, proposals, and engagement letters in preparation of client projects
Qualification:
• 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, 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.
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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Alyanna (Ally)
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What are Wipfli Perks + Benefits

Wipfli Benefits Overview

At Wipfli, curious is our approach to the world. We push beyond the obvious answers to find smarter solutions for clients and look at business challenges from every angle. People matter here, and they feel it. We invest in your career development through tuition reimbursement, external training support, LinkedIn Learning access and our internal online learning center and leadership training.

We also back up our mission to provide a strong work-life balance with great benefits, UTO, wellness benefits and programs to encourage a healthy lifestyle.

Culture
Volunteer in local community
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Partners with nonprofits
The Wipfli Foundation supports education programs that support furthering diverse representation in our industry.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
All associates are required to attend unconscious bias training.
Diversity employee resource groups
This year, we launched three business resource groups (Women of Wipfli, Wipfli Pride and Embrace ) to give voice to and elevate issues inside our firm for diverse groups. And we plan to add more.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
We are committed to helping our communities and support time off for associates to volunteer. On average, they volunteer a combined 15,000+ hours each year.
Sabbatical
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Our culture is steeped in values focused on our associates and it drives the benefits we offer

• Empower: We give our people the opportunities and resources to find, follow and grow to achieve their dream career.

• Connected: We value everyone’s individual strengths, and we cultivate a culture where relationships thrive.

• Impact: Our passion for excellence drives us to get results through our expertise, experience and teamwork.

• Transparency: We welcome candor so all voices and perspectives come together to solve problems and serve clients.

• Flexibility: We give people the freedom to shift their career paths and achieve work-life balance, which creates happier and more productive teams.

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