Role : Dynamics 365 CRM Commercial Business Consultant
Duration : 6+ Months
Remote
Core skills –
They need to know the Dynamic 365 CRM very well, but they should also have good understanding of the Commercial operation (sales, marketing etc).
Role Overview
We are seeking a senior, business-focused Microsoft Dynamics 365 CRM Commercial Consultant to provide interim leadership for a client’s commercial CRM function.
The consultant will partner with commercial, sales, marketing, and technology leaders to drive CRM adoption, improve sales processes, prioritize enhancements, and maximize the organization’s investment in Dynamics 365.This is not primarily a technical development role. The successful candidate must combine strong commercial and sales-process knowledge with practical experience leading Dynamics 365 CRM adoption and business transformation.
Key Responsibilities
• Serve as the primary business-side liaison for the Microsoft Dynamics 365 CRM program.
• Partner with commercial leadership to define CRM priorities, adoption objectives, and enhancement needs.
• Assess existing sales processes, sales methodologies, pricing workflows, and CRM usage.
• Translate commercial requirements into actionable CRM capabilities and enhancement requests.
• Drive adoption of Dynamics 365 across sales and commercial teams.
• Facilitate discussions among sales, marketing, business operations, and technology stakeholders.
• Help establish a practical roadmap for maximizing the organization’s Dynamics 365 investment.
• Support backlog prioritization and clarify business requirements for the CRM delivery team.
• Identify process gaps, adoption barriers, and opportunities for improving commercial effectiveness.
• Provide business leadership and continuity during the absence of the current commercial CRM owner.
• Communicate recommendations and progress effectively to senior commercial and technology leaders.
Required Experience
• Strong experience with Microsoft Dynamics 365 Sales or Dynamics CRM.
• Demonstrated experience in CRM adoption, sales transformation, or commercial-process improvement.
• Strong understanding of sales processes, sales methodology, commercial operations, and pricing.
• Experience gathering business requirements and translating them into CRM improvements.
• Ability to engage credibly with senior commercial and sales executives.
• Strong facilitation, stakeholder-management, and communication skills.
• Ability to operate independently in an interim leadership or advisory capacity.
• Experience working with cross-functional sales, marketing, business, and technology teams.
• Ability to support client’s North American commercial-team working hours.
Preferred Qualifications
• Experience supporting manufacturing, chemicals, or business-to-business commercial organizations.
• Dynamics 365 functional-consulting or product-owner experience.
• Experience leading CRM adoption and change-management initiatives.
• Experience developing CRM roadmaps, enhancement backlogs, and governance processes.
• Nearshore location with substantial overlap with U.S. business hours.
• Microsoft Dynamics 365 functional certification.
