Providing required business expertise in one or more of the process areas included in Dynamics 365 Customer Engagement (e.g. SFA, MAS, Customer Service etc.)
Conduct client discovery meetings to identify, understand, and define customer needs, objectives and business requirements to design a solution that can best address the prospects’ requirements
Preparing RFP responses and creating demonstration scenarios to address the business requirements outlined in the RFP or desired demonstration script provided by the prospect
Preparing Statements of Work (SOW) including implementation estimates
Preparing for and conducting specific Microsoft Dynamics 365 CE or Power Platform software demonstrations as an integrated member of the MCA Connect sales team
Developing standard presentation materials and demonstration scenarios for sales presentations
Managing the MCA Connect pre-sales process to ensure seamless coordination of activities between the MCA Connect sales and pre-sales teams
Contributing to pipeline and revenue generation through participation and coordination of demand generation activities, including; customer workshops, webinars, tradeshows, and company events
Acting as a liaison between the MCA Connect sales team, MCA Connect implementation team, and the prospect/customer
Communicating the business requirements to the MCA Connect delivery team after completion of sale to ensure a smooth transition from presales to implementation

B.S. in Business or related discipline, or equivalent combination of education and business experience
Minimum of 4 years Dynamics 365 CRM modules experience
Minimum of 2 years Dynamics 365 CRM implementations experience
Minimum of 1 year Power Platform (Power Automate, Power Apps, Power BI)
Demonstrated expertise (Subject Matter Expert) in at least one module of the Dynamics 365 (Field Service, Project Ops, Customer Service, Customer Insights, Sales, Power Platform)
Some industry experience within Manufacturing and/or energy industries
Articulate, professional communication skills (written and oral) with the ability to converse with prospects at all levels from the executive/owner level to the functional/technical team member level
Ability to express industry specific, functional, or technical information in a clear, concise manner
High level of energy, drive, enthusiasm, initiative, commitment and professionalism
Ability to handle prospect questions, issues, and concerns in a thoughtful, quick, and concise manner
Self-starter with solid organizational and planning skills
Ability to drive toward completion
Strong organizational skills and attention to detail
Proficient with Microsoft Office (Outlook, Excel, Word and PowerPoint) and online applications
Highly motivated and competitive professional
Ability to travel up to 25%

D365 CE Pre-Sales Solution Architect

Key skills