Role Description

The Client Services Consultant, Microsoft Dynamics 365 Finance & Supply Chain Management (F&SCM), provides functional consulting and application support services for clients in implementation, stabilization, and post go-live environments. This role resolves support requests, supports quarterly enhancements and release activities, configures and tests solutions, develops training materials, and guides clients through business process and system questions within assigned scope. The Client Services Consultant delivers responsive, high-quality client service, works closely with project and support team members, and helps ensure clients realize ongoing value from Dynamics 365 F&SCM.

Qualifications

• Bachelor’s degree in Accounting, Business, Computer Science, or a related field, or equivalent experience.
• Minimum of 3 years of experience with Microsoft Dynamics 365 Finance and Operations, or equivalent combined education and experience.
• Minimum of 3 years of industry, technical, or application consulting experience.
• Demonstrated understanding of business processes, with strong knowledge of finance and accounting workflows preferred.
• Experience supporting clients in implementation and post go-live environments.
• Microsoft Office 365 experience.
• Applicants subject to government security investigations and must meet eligibility requirements related to the clearance process.
• Pass background checks as needed.

Requirements

• Resolve Dynamics 365 F&SCM support requests with strong quality, timely follow through, and a high level of client satisfaction.
• Manage assigned support tickets by documenting notes, activities, communications, and resolution details in the internal ticketing system.
• Monitor support queues and move issues through the support process efficiently, escalating when appropriate to support faster resolution.
• Support functional setup and troubleshooting across configurations, data, business processes, and general how-to questions within assigned modules.
• Deliver support services included in lifecycle services contracts, including help desk support, issue analysis, status reporting, and recurring advisory support.
• Meet applicable service level expectations and communicate proactively with clients on progress, blockers, and next steps.
• Participate as a project team member during new Dynamics 365 F&SCM implementations, providing configuration, testing, and training support and other client-facing delivery activities.
• Assist with onboarding activities that create a smooth transition from implementation to support.
• Deliver scoped enhancement work for existing clients, including requirements gathering, configuration, testing, training, and validation of changes within assigned modules.
• Contribute to release management and regression testing to maintain solution quality and continuity for clients.
• Develop end user training materials and deliver training to clients based on need and contractual requirements.
• Help clients understand system capabilities, process impacts, and recommended approaches for day-to-day use of Dynamics 365 F&SCM.
• Partner with internal team members and clients to validate resolutions, confirm expected outcomes, and support adoption.
• Deliver exceptional client service and build strong working relationships through responsiveness, professionalism, and clear communication.
• Use internal knowledge, team collaboration, community resources, and external forums to support issue resolution and continuous learning.
• Proactively identify opportunities to improve support procedures, tools, and repeatable service delivery practices.
• Support Senior Client Services Consultants and other delivery leaders with various duties.
• Maintain high utilization and contribute to strong client satisfaction outcomes.
• Obtain and maintain relevant Microsoft Dynamics 365 certifications, as applicable.
• Perform other duties as assigned.

Benefits

• The majority of work for this role is performed in a home office and interacts with a wide variety of people with differing functions, personalities, and abilities.
• Telecommuters are expected to have sufficient home office space that appears neat, organized, and professional when on video meetings.
• Travel is required and varies around 25%.