I. Job Description Summary
Develops, plans, and implements the Enterprise Resource Planning (ERP) system and Customer Relationship Management (CRM) System. Evaluates and recommends changes to current and future ERP and/or CRM system requirements to meet organizational needs. Customizes and configures workflow to allow the integration of client/server applications.
II. Job Responsibilities and Duties
Essential Functions
- Identify ERP/CRM business systems solutions requirements by interviewing clients; analyzing work processes and operations; establishing solution objectives; preparing specifications.
- Implement and support Dynamics 365 for new and existing customers, including design, product configuration, testing, data conversion, user acceptance test and go live support.
- Gather information for the development of custom applications to complement or integrate with existing software
- Follow our Project Charter and implementation methodology, produce the deliverables it stipulates, and ensure project documents are complete.
- Drive additional ERP consulting services within customer base
- Learn new applications as needed
- Involve in presales activities such as product presentation, proposal preparation
- Provide detailed consulting estimates.
- Rely on extensive experience and judgment to plan and accomplish goals
- May lead and direct the work of others
- exercise a wide degree of creativity and latitude
- Reports to manager
- Other duties as needed
Supporting Functions
Team
- Collaborate with other team members to achieve team goals
- Train and mentor junior and internship staff
- Contribute to improvement of services, revenue/profitability, methodologies and procedures
Company and Clients
- Understand and incorporate Calsoft values, mission, guidelines and policies (as described in Employee Handbook and other Calsoft documents) into daily work.
- Build and nurture positive working relationships with clients, co-workers and business associates.
III. Knowledge, Skills and Abilities
Minimum Qualifications
- BA / BS in Accounting, Finance, Information Systems, Computer Science, Systems Engineering
- 3 years of experience in the field or in a related area
- Has knowledge of commonly-used concepts, practices, and procedures within a particular field
- Familiar with a variety of the field's concepts, practices, and procedures
- Maintain professional image in attitude, conduct and attire
- Strong organizational skills and time management practices
- Outstanding customer service skills
- Maintain professional image in attitude, conduct and attire
- Demonstrate aptitude for learning new techno