MCA Connect

• Customer Satisfaction – 35% • Work closely with MCA Connect team (the Production/Manufacturing Consultant, the Finance/Accounting Consultant, and Supply Chain Consultant) to ensure that the implementation meets the customers’ expectation. • Provide cross-functional knowledge and guidance on the configuration of Microsoft Dynamics 365 F&O/ERP. • Provide customer satisfaction by ensuring on-time delivery quality results. • Communicate with Leadership Team: • Display confidence and experience to support being recognized as a trusted advisor. • Promote and encourage change and change management methods to support customer acceptance and system adoption. • Leadership skills are required to respond to Senior Management concerns and key decisions that affect the project. • Ability to escalate and communicate risks, challenges, discuss pros and cons to support overall project solution. • Ability to prioritize and maintain focus on the customers visionary goals. • Successful implementation of practical business solutions using industry best practices – 30% • Facilitate the implementation and support of Microsoft Dynamics 365 F&O/ERP • Leads the transition from strategic business transformation decisions to the successful delivery of those strategic decisions through the execution phases of the project. • Lead the MCA Connect project teams to define functional requirements and document solution designs; manage and oversee the running of detailed design/requirements meetings to understand clients’ business requirements and conduct gap analysis • Ensures the quality of the design, configuration and testing of core Dynamics 365 ERP modules • Review design requirements prepared by functional team. Deliver recommended changes and adherence to methodology. • Specify and convey requirements for custom code, integrations, and custom reports to the development team and test completed solutions • Communicates with client senior level leadership to facilitate key business decisions. • Actively participates in the role of “Dynamics 365 F&O/Dynamics AX Expert” in the Executive Steering Committee. • Facilitate and ensure all cross-practice coordination as appropriate. • Encourage collaboration, brainstorming, and active learning. • Support technical lead regarding questions on customizations, estimates, and timelines. • Project team support and management – 30% • Ensure project and project team members follows MCA Connect methodology standards, including conformance to any Statements of Work (SOW) • In partnership with the technical lead, creates and executes on the final system cutover plan for Go Live. • Works with the Project Manager and the technical lead to define an Application Lifecycle Management (ALM) plan for the transition from project implementation to post Go Live maintenance either customer or partner maintained. • Manage and provide senior support to the client for the generation of user documentation • Manage and provide senior support for the Training of end users and system administrators • Provide business technical support and guidance to empower functional team to build and own solution. • Assist functional team and customer with data migration plan, reconciliation plans, and data clean up recommendations. • Assist customer with LCS initial setup. • Creation of Azure Devops test plan through assistance of customer with CRP/UAT test cases, link to user stories, and assure completion and sign off. • Support and monitor pass/fail CRP/UAT issue resolution, risk escalations and acceptance, and mitigation planning. • Mentor team to support knowledge transfer, project success, and overall continued career growth. • Provide specific scoping documentation to the Project Manager for the generation of subsequent Statements of Work (SOW’s) as appropriate • Shares responsibility with the Project Manager for creating periodic status reports for consumption by either or both project team members and the executive leadership team (ELT). • Share responsibility with technical lead and Project Manager to tracking customizations, deliverables, and timeliness of completion. • Oversite supporting technical lead and functional team regarding debugging and finding code issues. • When applicable: Attend Microsoft Fastrack meetings, provide required documentation and/or training for (Go Live checklist). Comply with Microsoft Fasttrack policies. • Manage ISV’s decisions, design, and collaboration with functional team. • Design, awareness, and review of all integration plans. • Monitor and coordinate Microsoft version updates. Train, schedule, and guide customer to own release and pause schedules. • Monitor completeness of project, milestone activities, and sign-off tasks. • Promote continuous learning, D365 feature enhancement review and deployment. • MCA representation and Communication – 5% • Creation and delivery of content for both internal and external training, communication and marketing. • Represent MCA Connect at promotional and educational events

• The Dynamics 365 Finance and Operations (ERP) Senior Consultant is responsible for consulting on Dynamics 365 ERP engagements including: implementation, upgrade, and/or extension of existing applications. • Responsible for hands-on configuration of Dynamics 365 ERP Trade and Logistics modules as well as for assisting clients in the implementation and support of Dynamics 365 ERP solutions. • Involved in improving operational metrics, business case development and performance measurement. • Provide functional knowledge and manage client relationships within context of individual role. • Position requires up to 50% travel.

• Help update, clean, and maintain Microsoft account and target lists aligned to sales and marketing priorities • Assist with basic data organization and tracking in spreadsheets and marketing systems • Support research related to target accounts, industries, and personas • Assist the marketing team with ongoing campaign execution (events, webinars, emails, content) • Help coordinate timelines, assets, and follow-up activities • Support internal enablement or documentation related to marketing programs • Research emerging AI tools, agentic workflows, and marketing automation use cases • Help document findings and recommendations for internal use • Support experimentation with AI tools for content, research, or process efficiency • Assist with LinkedIn programs, including company page activity and executive thought leadership • Help draft, schedule, and track LinkedIn content and engagement • Support research on best practices and trends in B2B social marketing • Provide ad hoc support across the marketing team as needed • Help with content reviews, slide updates, or research projects • Gain exposure to how marketing supports sales, leadership, and Microsoft partnership initiatives

• The Client Success Executive role is responsible for driving client success, achieving trusted advisor status with client executives and growing revenue for their assigned portfolio of accounts. • They will be responsible for expanding existing services opportunities and the development of new cross-sell engagements. • The Client Success Executive will also serve as the central coordinator and liaison for interactions between MCA Connect and the client after an implementation project has been awarded. • In addition, the Client Success Executive will serve as an escalation point for the client beyond the Project Manager and for the MCA Connect Project Manager or Delivery Director. • The Client Success Executive function is primarily a non-billable role, however, it is expected that some consulting and project management related activities carried out by the Client Success Executive will be billable. • Work with the client and the MCA Connect implementation team pre-engagement to establish project satisfaction criteria and also quantify project ROI metrics. • Measure success achievement with the client during and post implementation. • Collaborate with internal marketing to create case studies and seek customer testimonials after go-live. • Perform quarterly or semi-annual business reviews with the clients to assess project ROI and advise on ways to continue improving business operations efficiency and effectiveness through MCA Connect’s service and product lines. • Bi-Weekly calls with clients to address open issues, work requests, etc. • Execute Client Satisfaction Surveys • Meet monthly with the MCA Connect Executive Sponsor to provide account updates and to plan/strategize on next actions. • Participate in periodic calls with the Managed Services team to assess status of issues/cases associated with assigned accounts. • Develop an annual business plan for each portfolio client and execute against that plan while also adjusting based on client requirements. • Perform internal Quarterly Business Reviews with progress against the annual plan. • Identify opportunities for additional products and services with assigned accounts and work with field sales (where applicable/mandated) and pre-sales team to prepare, deliver, and close scopes of work. • Coordinate with Service Line Managers and Subject Matter Experts to collectively engage with designated clients. • Participate or lead (when Client Success Executive is primary seller) in transitioning sold projects to the MCA Connect Project Team. • Work with the MCA Connect Marketing team to establish aligned value add communications via newsletters, blogs, and events. • Work with the MCA Connect Sales Leadership Team to review opportunities, set opportunity strategy, and update resource forecast. • Ensure the internal CRM system is kept up to date and accurate across account, contact, lead, opportunity and project data. • Meet with Microsoft Dynamics 365 SSPs, AE, TSs, Sales Managers, etc. whenever possible, to enhance our relationships with Microsoft and generate new business opportunities. • Work in concert with your client Project Manager to take ownership of a section of the project reporting, steering committee presentations etc... • Participate in status review meetings for active projects with Project Manager and client. • Review Change Orders Requests. • Monthly review of customer EVAs and Account Receivable.

• Drive customer satisfaction and grow revenue for assigned accounts • Expand existing services opportunities and develop new cross-sell engagements • Maintain and expand relationships within the account among the senior leadership team • Serve as the central coordinator and liaison for interactions between MCA Connect and the customer after implementation • Serve as an escalation point for the customer beyond Delivery Director

Through passion and deep industry expertise, MCA Connect helps manufacturers succeed by unlocking innovation with actionable business insights. Our strategic solutions, innovation, and industry intelligence help manufacturers gain visibility, improve profitability, and achieve a competitive edge. Established in 2002, MCA Connect has grown into one of the largest US-based solution partners in Microsoft Business Applications and Azure Data & AI / Digital & App Innovation. Our Microsoft Specialties include Finance and Supply Chain, Analytics on Azure, Data Warehouse Migration, and Power Platform. We’re also a fifteen-time Microsoft Partner of the Year and three-time Inc. Best Workplaces award winner. Title: CX Transformation Principal Location: Virtual, home-based office Come shape the future of CX at MCA. The CX Transformation Principal leads the strategic and business transformation components of enterprise CX programs and pursuits. This role works closely with executive stakeholders to define commercial transformation strategies, modernize customer-facing processes, and ensure technology implementations deliver measurable business outcomes. The Principal serves as a trusted advisor to client leadership and partners closely with Transformation Solution Architects, Delivery Leaders, and Industry SMEs to shape large-scale transformations enabled by the Microsoft ecosystem, including Dynamics 365, Power Platform, and AI solutions. This role plays a critical leadership position across the engagement lifecycle — from pursuit shaping and executive advisory through program delivery — ensuring that technology implementations translate into meaningful improvements in sales effectiveness, customer experience, and commercial operations. In addition to client-facing responsibilities, the Principal contributes to the growth and maturity of the MCA’s CX capabilities by helping to develop consulting assets, mentor consultants, and build scalable methodologies that support the firm's continued expansion in enterprise CE/CX transformation. Responsibilities - CX strategy and business transformation expertise - Lead the development of CX transformation strategies, operating models, and commercial process improvements. - Advise clients on best practices for modernizing customer engagement capabilities and scaling new processes across the enterprise. - Develop transformation roadmaps and value realization frameworks. - Ensure CX technology implementations support broader business objectives related to sales effectiveness, customer experience, and operational efficiency. - Presales and strategic pursuit support - Support business development and strategic pursuits by helping shape CX transformation strategy and executive narratives. - Participate in key client conversations, executive briefings, and discovery sessions to help position the firm’s CX capabilities. - Collaborate with solution architects and sales teams to develop differentiated transformation approaches for prospective clients. - Provide strategic guidance to proposal development, executive presentations, and pursuit strategy. - Engagement leadership & strategic oversight - Provide strategic guidance across engagements, ensuring alignment between business transformation objectives and solution delivery. - Drive executive stakeholder alignment by helping ensure transformation initiatives remain focused on measurable business outcomes. - Provide oversight across multiple workstreams including business transformation, solution delivery, change management, and data strategy. - CX growth & capability development - Help define and evolve MCA’s CX transformation methodology and consulting approach - Develop repeatable frameworks, tools and accelerators that improve the quality, consistency and scalability of CX transformation engagements - Mentor business process and functional consultants, helping develop transformation and consulting capabilities. - Support recruitment, onboarding, and capability development of new team members. - Foster collaboration across CX strategy, delivery, and technology teams across MCA. Required Qualifications - Min. 6 years of years of consulting or industry experience leading enterprise business transformation initiatives - Experience building transformation strategies around customer experience, customer engagement, commercial operations or CRM enablement - Demonstrated experience working with senior business stakeholders and executive leadership teams to deliver complex business & technology transformation programs - Experience supporting strategic pursuits or business development initiatives - Experience with Microsoft Dynamics 365 CE or similar CRM platforms - Experience working with industrial, manufacturing or distribution organizations - Familiarity with emerging AI-enabled customer engagement and commercial analytics capabilities - Bachelor’s degree in a related field or equivalent combination of education and experience; MBA is a plus - Background in consulting firms (Big 4, global SI or boutique transformation consultancies) desirable Skills - Ability to structure and guide large-scale enterprise transformation programs - Executive presence with the ability to advise senior stakeholders on complex transformation initiatives - Strong facilitation and stakeholder alignment capabilities across business and technology teams - Relationship-building skills that foster trusted client partnerships - Excellent communication and presentation abilities for executive audiences - Advanced proficiency in PowerPoint and visual storytelling, with the ability to synthesize complex concepts into clear, executive-ready content - Ability to contribute to internal practice leadership, capability development, and knowledge sharing - Readiness to travel up to 30% $175,000 - $200,000 a year Additional annual bonus up to $50,000 (paid quarterly) Why work for MCA Connect? Our compensation plan offers one of the best bonus structures in the industry. Along with this we also offer a generous benefit package: · Work/Life Balance with Unlimited Paid Time Off (UPTO) · 401k Plan with Company Matching Contribution · Monthly Stipend for Home Office Expenses · Subsidized Medical, Dental and Vision Coverage · Health Savings and Flexible Spending Accounts · Company Paid Life and Disability Insurance · Training, Certification and Continuing Education Support MCA Connect offers limitless opportunities for personal and professional growth in a stimulating, challenging, and performance-oriented work culture where you can share your ideas and make impactful daily contributions. Our employees are highly motivated and talented individuals dedicated to developing, marketing, and selling products designed to deliver value for mid-market and enterprise-size manufacturing, distribution, and energy companies. We take the time to train our consultants so that they understand the industries we serve and can deliver best practices, proven methodologies, and ongoing industry expertise to our clients. MCA Connect is an Equal Opportunity Employer. MCA Connect promotes equal employment opportunity to all employees and applicants and does not discriminate on the basis of race, religion, color, creed, national origin, sex, age, sexual/gender orientation, status as a protected disabled or Vietnam Era Veteran, disability, or any other legally protected status. We firmly believe our differences make us stronger!

• Responsible for consulting on Dynamics 365 ERP engagements including implementation, upgrade, and/or extension of existing applications • Hands-on configuration of Dynamics 365 ERP Manufacturing modules • Assisting clients in the implementation and support of Dynamics 365 ERP solutions • Involved in improving operational metrics, business case development and performance measurement • Provide functional knowledge and manage client relationships within context of individual role

• The Microsoft Power Platform Senior Consultant is responsible for consulting on Power Platform engagements and can lead, manage and perform implementation projects for small, medium and large enterprises. • The Senior Consultant responsibilities include participation in Solution Blueprint of the Power Platform effort, assisting with conceptual and functional designs and managing client relationships. • The Senior Consultant will need to ensure solutions delivery is on-time and on-budget and that the customers’ expectations are exceeded - quality and consistency is a must! • They must have strong functional Power Platform knowledge and be able to leverage more junior resources to achieve quality results.

• Providing required business expertise in one or more of the process areas included in Dynamics 365 Customer Engagement (e.g. SFA, MAS, Customer Service etc.) • Conduct client discovery meetings to identify, understand, and define customer needs, objectives and business requirements to design a solution that can best address the prospects’ requirements • Preparing RFP responses and creating demonstration scenarios to address the business requirements outlined in the RFP or desired demonstration script provided by the prospect • Preparing Statements of Work (SOW) including implementation estimates • Preparing for and conducting specific Microsoft Dynamics 365 CE or Power Platform software demonstrations as an integrated member of the MCA Connect sales team • Developing standard presentation materials and demonstration scenarios for sales presentations • Managing the MCA Connect pre-sales process to ensure seamless coordination of activities between the MCA Connect sales and pre-sales teams • Contributing to pipeline and revenue generation through participation and coordination of demand generation activities, including; customer workshops, webinars, tradeshows, and company events • Acting as a liaison between the MCA Connect sales team, MCA Connect implementation team, and the prospect/customer • Communicating the business requirements to the MCA Connect delivery team after completion of sale to ensure a smooth transition from presales to implementation

• The Engagement Manager role is responsible for driving client success, achieving trusted advisor status with client executives and growing revenue for their assigned portfolio of accounts. • They will be responsible to expanding existing services opportunities and the development of new cross-sell engagements. • The Engagement Manager will also serve as the central coordinator and liaison for interactions between MCA Connect and the client after an implementation project has been awarded. • In addition, the Engagement Manager will serve as an escalation point for the client beyond the Project Manager and for the MCA Connect Project Manager or Delivery Director. • The Engagement Manager function is primarily a non-billable role, however, it is expected that some consulting and project management related activities carried out by the Engagement Manager will be billable