Sales Specialist - Microsoft Dynamics CRM

General information

Name Sales Specialist - Microsoft Dynamics CRM Posting Title Sales Specialist - Microsoft Dynamics CRM Ref # 2236725 Date Published Tuesday, April 21, 2026 City Appleton State Wisconsin Country United States Job Category Technologies Advertised Location US-GA-Atlanta, US-IN-Indianapolis, US-MO-Kansas City, US-NC-Charlotte, US-TX-Houston, US-WI-Appleton, US-WI-Madison Working time Full Time

Description & Requirements

As Forvis Mazars continues to expand its Business Technology Services offerings, this role plays a key part in helping clients modernize customer engagement, improve operational effectiveness, and leverage AI-enabled CRM capabilities across sales, marketing, and service. The Microsoft Dynamics 365 CRM Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Microsoft Dynamics 365 CRM opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.
This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized CRM and related solutions (Sales, Customer Insights-Journeys/Marketing, Customer Service, Field Service, Power Platform). The Sales Specialist works closely with Sales Development Representatives (SDRs), CRM solution architects, team leaders, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to delivery.


What You Will Do:

• Pursue qualified Microsoft Dynamics 365 CRM opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives 
• Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close 
• Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives 
• Position Microsoft Dynamics 365 CRM capabilities and Forvis Mazars services in a consultative, value-driven manner 
• Position AI-enabled and agentic capabilities (e.g., workflow automation, task orchestration, knowledge retrieval, Copilot-driven insights) that improve sales and service productivity and customer experience 
• Translate client requirements into well-scoped Microsoft Dynamics 365 CRM solutions in partnership with solution architects and delivery leaders 
• Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders 
• Engage with executive, sales, service, marketing, and IT stakeholders across mid-market organizations to shape CRM and customer engagement strategies 
• Support deal cycles ranging from initial pilots to multi-workload, phased CRM transformation engagements 
• Collaborate closely with: 
• Sales Development Representatives for lead handoff and progression 
• Business Developers on account expansion and cross-service opportunities 
• Marketing on campaign-driven leads and messaging feedback 
• Delivery and practice teams to ensure accurate scoping and smooth transition to implementation 
• Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm’s CRM system 
• Meet or exceed assigned revenue targets and sales performance expectations

Minimum Qualifications:

• 3-5+ years of experience in B2B sales, business development, customer success or related role, preferably within:
• CRM or cloud software services sales
• Professional services or consulting
• Technology-enabled business solutions
• Proven ability to manage and close complex, consultative sales opportunities
• Experience using Copilot/GenAI tools in sales (research, summaries, proposals, CRM hygiene) to increase productivity and quality
• Familiarity with AI solution concepts and understands basics of agentic patterns and where they fit in CRM/service processes
• Strong written and verbal communication skills with a professional, client-facing presence
• Ability to articulate business value and align solutions to client needs
• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar)

Preferred Qualifications:

• Experience selling or supporting Microsoft Dynamics 365 CRM or other cloud-based CRM platform solutions and related consulting / implementation services
• Background in professional services or consulting environments
• Familiarity with multi-stakeholder, mid-market sales cycles
• Industry knowledge in Manufacturing and/or Distribution a plus

#LI-ATL, #LI-IND, #LI-KCMO, #LI-CLTSP, #LI-HOU, #LI-APPT #LI-LK1

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We OfferOur robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal NoticeForvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for  Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.