T00132 CRM Technical Consultant

Job Purpose

This is a customer-facing role to cover all aspects of requirements gathering, solution design, installation and implementation within the Tribe team, which delivers TSG’s Membership Management software.  To provide consultancy to clients to ensure that the requirements are gathered and documented adhering to TSG standard project methodology and to ensure that the client is given a balanced and realistic view of what the Tribe product will deliver and where possible suggest improvements to internal process to ensure that the product as a whole meets the customer’s requirements. You will also be responsible for training and project management of these customers on the use of the above software and supporting the ongoing use of the product both on site and remotely. Travel and potential overnight stays may be required to fulfil the needs of the customer and the role.  

Duties and Responsibilities

  • Conduct Consultancy role:

    • Analyse business requirements

    • Make recommendations to customers based on solutions in product stack and the needs of the customer’s business

    • Write documentation to a high standard

    • Install and implement software

    • Comfortable provisioning Microsoft Dynamics 365 Online

    • Configure and customise solutions to meet customer’s business needs

    • Design and Conduct user training

    • Project manage small to medium sized projects

  • Scoping, data migration, training, support.

  • Manage and conduct projects and support cases in accordance with TSG’s methodology.

  • Develop deep knowledge of the Tribe Membership Management product and be able to deliver confident technical scenario-driven pre-sales product demonstrations to prospective clients based on client requirements.

  • Contribute to the Bid, Tender and Request for Service processes in collaboration with the Sales team.

  • Contribute to and influence the product development roadmap.

  • Assist the Operations Manager to improve and mentor the team.

  • Develop deep knowledge of the Membership Sector and act as a customer champion in relation to the product.

  • Contribute to the research and adoption of relevant new technologies and techniques, by actively remaining up-to-date with current technology trends.

Knowledge, Skills and Experience

Your qualifications

  • Degree level or equivalent is desirable

  • English and Maths GCSE or equivalent is essential

  • Recognised software based accreditations

Your skills & knowledge

  • Microsoft Dynamics CRM Functional knowledge

  • Experience in implementing Microsoft Dynamics 365 CRM software

  • In depth technical knowledge of Microsoft Dynamics CRM and associated products

  • Excellent communication skills and Business Acumen

  • Team focussed but able to self-start and motivate

  • Expert knowledge of projects and product life cycle

  • Strong client facing skills

  • Excellent requirement gathering and documentation skills

  • Good knowledge of Microsoft SQL Server SQL Reporting Services 

Your experience

  • At least 3 years’ experience in a CRM Consultancy or similar role

  • Developed and/or supported multiple CRM systems

  • Experience in the Membership sector desirable but not essential 

Your behaviours

  • Demonstrates enthusiasm and proactively seeks opportunities to improve the Tribe team.

  • Demonstrates commitment to the role, team and company, and will go the extra mile when required

  • Demonstrates creativity and reacts positively to new challenges and change

  • Team player but able to work on their own

  • Ability to effectively train customers taking into account their existing skill levels

  • Excellent customer facing skills, ability to think on your feet and apply technology to business functions in a consultative manner

  • Self-starter and ability to use own initiative

  • Driving Licence

  • Prepared to travel

Closing Date: 
Friday, May 25, 2018 - 10:00

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