Lead D365 Finance Consultant – Client Services

Role Overview

• Keep tickets updated and adhere to SLAs
• Follow defined processes and procedures
• Maintain accurate timesheets and submit as per defined policies
• Manage Managed Services cases and initiatives
• Maintain comprehensive documentation of case status, initiatives, solution designs, configurations, and any modifications made.
• Support in project planning, execution, and management by performing tasks such as data collection, and progress tracking.
• Collaborate with clients to understand their business objectives, challenges, and technology requirements. Conduct thorough assessments to identify areas where technology can drive improvements and efficiencies.
• Participate in client meetings and contribute to discussions.
• Manage client cases and initiatives, including regular communication and status updates.
• Design, develop and execute solutions that align with the client's needs and objectives.
• Analyze industry trends and provide strategic insights to clients. Stay up to date with emerging trends, tools, and technologies, and recommend their integration into client initiatives or cases when applicable.
• Prepare and provide detailed estimates on solutions and modifications for client initiatives, seeking client approvals, and track budget to actuals on those initiatives.
• Continuously monitor the performance of implemented solutions to identify areas for improvement or optimization. Provide recommendations for updates, upgrades, or modifications as needed.
• Maintain professionalism in Client engagements
• Seek and receive feedback
• Reply to clients in a timely manner, adhering to contracted SLAs
• Prepare clear and conscience reports, presentations and documentation to communicate findings and recommendations to clients
• Share learnings and knowledge to team members and clients

Requirements

• Bachelor's degree in a relevant field such as Business Administration, Economics, Finance, Engineering, etc. preferred.
• 6
• 8 years of D365F&SCM Finance implementation experience.
• Experience leading teams
• Good understanding of Managed/ Client Services.
• Previous experience working in IT/consulting companies preferred.
• MB-310 Microsoft Dynamics 365 Finance Certification
• Communication: Clear communication, both written and verbal, for collaborating with team members and conveying findings to clients. Proficient in English
• Systems: Familiarity with different operating systems and software applications.
• Analytical Skills: Analytical skills to gather and interpret data, identify trends, and draw meaningful insights.
• Knowledge: Familiarity with different operating systems and software applications.
• Strategic Thinking: Senior Consultants should have a strategic mindset and the ability to develop and execute project strategies.
• Client Relationship Management: Building and maintaining strong positive client relationships, identifying opportunities, understanding client needs and effectively communicating with clients are vital skills.
• Problem-Solving: Skilled at researching and solving problems and making data-driven decisions.
• Presentation Skills: The ability to deliver clear and persuasive presentations to clients and colleagues is crucial.
• Adaptability: Willingness to learn and adapt to new tasks and challenges. Flexibility to learn about different industries and client needs are important in this role.
• Teamwork: Often work in teams, so the ability to collaborate and contribute to group efforts is crucial.
• Innovation: Contributing innovative ideas and solutions is important for addressing complex challenges.
• Financial Acumen: Understanding project or initiative budgets, profitability, and financial implications is important.

Benefits

• Argano is an equal-opportunity employer.