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 technologies
Ability to effectively communicate technical concept to a non-technical audience
Ability to interface well with other members of the organization
Strong communication skills, both oral and written
Desirable Qualifications
Knowledge of manufacturing, distribution, or service industry processes
Ability to develop, propose and implement innovative solutions as appropriate
Ability to define projects, organize a project team and direct project activities
Work collaboratively and negotiate as needed to ensure identity and resolution of issues
Contribute to and influence decision regarding divisional procedures
Ability to assist management in organizational planning
IV. Others
Meets minimum productivity requirements (KPI or other benchmarks)
Travel to other regions as required by projects participated.
Statements in this Job Description are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All personnel are encouraged to make suggestions to their managers for improvements in the Job Description in order to better serve our clients.
Salary: $70,000 - $90,000 annually