Senior Consultant, Microsoft D365 CRM

Overview
At Wipfli , people count.

At Wipfli , our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary:

Under the direction of a Manager, Senior Manager, or Director, the Senior Consultant will develop and deliver solutions for clients pursuing operational excellence and digital transformation. This role requires a self-managed professional who interfaces regularly with clients and external stakeholders, and helps lead and shape delivery resources in accordance with firm policies and procedures. The consultant will focus on expanding technical solutions across Wipfli ’s footprint, particularly within a Microsoft D365 CRM ecosystem.
Responsibilities
Essential Responsibilities

- Lead and manage client projects through all phases of the project lifecycle: sales, planning, design, implementation, testing, deployment, training, and support.

- Architect and develop solutions based on client requirements and deep knowledge of Microsoft D365 CRM applications.

- Participate in and lead analysis and design sessions to capture functional and technical requirements across sales, marketing, service, and operations.

- Configure, test, and deploy Microsoft D365 CRM solutions and associated applications.

- Organize, establish, and monitor progress on project work plans to ensure timely and on-budget delivery.

- Communicate with clients on functional deliverables, work plan status, and issues.

- Identify risks, manage scope changes, and implement change-management processes.

- Assign tasks to consultants, review work for accuracy and thoroughness, and assist consultants with client management responsibilities.

- Actively participate in business development activities as a subject matter expert and grow existing client accounts through relationships built during project delivery.

Knowledge, Skills and Abilities
Required Qualifications

- Bachelor’s Degree or equivalent combination of education and experience.

- 5+ years of experience in a professional services firm or private industry focused on technical solutions.

- 4+ years of experience with Microsoft D365 CRM implementations.

- 2+ years of project management experience in a professional services or similar environment.

- Expert-level understanding of Microsoft D365 CRM modules: Sales, Customer Service, Field Service, Project Operations, and Marketing.

- Experience defining business requirements, managing business processes, and client relationship management.

Preferred Qualifications

- Experience implementing Microsoft D365 CRM in Construction/Real Estate, Nonprofit, or Manufacturing industries.

- Experience with Agile project management methodologies and tools (e.g., JIRA, DevOps).

Benjamin Dzanic, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
Additional Details
Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with off