Implementation Consultant - CRM
About Us
We are a leading ERP software and solutions provider to dealers and rental companies of heavy equipment. We specialize in working with the construction, mining, forestry, material handling, and agriculture industries. We aim to be the ERP thought leader in our space and a trusted IT advisor to all dealers and rental companies. Today, we have over 750 employees, offices on four continents, and customers in over 20 countries. We are privately held, and our headquarters are in beautiful Cary, NC. We are actively seeking talented individuals to join our team and help us aggressively grow our North American footprint for both our on-premises and 100% cloud-based ERP solutions. Why work for VitalEdge? We don’t just sell technology, we enable transformation that results in broader societal benefits like building homes and critical infrastructure, growing food and delivering all sorts of products we all rely on for daily life. We exist to ultimately equip the world to keep running. We have more than 60 years of combined experience and two industry-leading software suites and associated apps, with which we will drive the market forward. It’s an exciting time to work for VitalEdge – join us! Position Overview As a Microsoft Dynamics 365 CRM Consultant, you will design, implement, and optimize CRM solutions tailored for heavy equipment dealerships. You’ll work directly with business stakeholders to transform their sales, rental, and service operations through Microsoft Dynamics 365 and Power Platform. The role requires a mix of functional consulting, solution design, and system configuration, with an understanding of dealership processes such as unit sales, rental contracts, service management, warranty tracking, and customer engagement. Required Skills & Education
- Bachelor’s in Computer Science, Information Systems, Business or related field — or equivalent professional experience
- Microsoft Dynamics / Power Platform certifications. Role-relevant Microsoft certs (role-based Dynamics 365 or Power Platform credentials) or progress toward them
- Technical skills: JavaScript, C#, plugins, integrations and Azure basics; ability to extend Dynamics with client scripts, plugins, web resources, and familiarity with integration (APIs/Logic Apps) and Azure services
- Experience with reporting & analytics (Power BI). Ability to design/consume BI and reporting solutions tied to CRM data (Power BI / reporting tools)
- Client-facing, communication and mentoring skills. Strong workshop facilitation, stakeholder management, and ability to mentor junior staff or lead small delivery teams
Preferred Experience
- Hands-on Dynamics 365 / CRM experience (3–6+ years)-Demonstrated implementation/configuration work on Dynamics 365 Customer Engagement or earlier Dynamics CRM versions across at least a few full project cycles.
- Experience with Power Platform & Dataverse- Practical use of Power Apps (model-driven/canvas), Power Automate (flows) and Dataverse in implementing business solutions.
- Strong functional knowledge of CRM processes-Experience mapping business requirements and designing solutions for Sales, Marketing, Customer Service and/or Field Service processes.
- Consulting / delivery experience across the implementation lifecycle-Requirements gathering, workshops, configuration/customization, testing, deployment and client-facing/ stakeholder communication; comfortable in Agile and Waterfall delivery models.
- Industry vertical experience and domain knowledge-Experience in one or more industry domains (e.g., heavy equipment dealerships, manufacturing, automotive dealerships) — would be a big plus!
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