Note: The job is a remote job and is open to candidates in USA. Wipfli is a professional services firm that emphasizes the importance of its people and their impact on clients. The Senior Consultant will develop and deliver solutions for clients focused on operational excellence and digital transformation within the Microsoft D365 CRM ecosystem, managing projects and leading client interactions.
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
Skills
- 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
- 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)
Benefits
- Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short and long-term disability coverage
- A 401(k) savings plan & profit share as well as Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
- Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Company Overview
Wipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.Company H1B Sponsorship
Wipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.