• Work as the initial main point of contact with Outreach customers after a sale is complete • Provide an exceptional implementation experience to all customers and stakeholders, ensuring customer teams are up and running on time • Partnering with customers to provide overall platform best practices, influence their GTM strategy, technical configuration, change management methods, and how best to engage their teams to drive adoption • Work with existing customers that purchase additional services post-launch, in areas such as managed services, optimizations, technical audits, and expansions • Identify new opportunities for additional services and direct customers to the appropriate parties to engage in the scoping process • Relentless drive to understand our customers and key stakeholders, in addition to being solution oriented when addressing their pain points • Ensure all customer information is well documented and managed, allowing for flawless handoff between teams and resources • Demonstrate project management excellence including the ability to keep stakeholders on track, stay within budget and margin, manage risks, ensure milestones are met on time, and secure customer sign off at project completion • Help ensure successful adoption of the platform during and post go-live • Take ownership of the post launch handoff of customers to our customer success team • Influence all levels of leadership ranging from analysts, management and executive level personnel • Work with support, product and engineering teams to ensure customer feedback is captured and realized • Develop proficiency in product capabilities and sales process best practices, including a deep technical knowledge of the product • Contribute to defining and refining initiatives, methodologies, assets, and programs within the Professional Services team • Assess problems and roadblocks, driving toward resolution with minimal assistance

• Provide high quality software implementation consultancy to Flintfox customers. • Act as the conduit between the Customer and Technical teams, providing guidance that ensures the technical capabilities of our software customisations match agreed requirements. • Provide requirements analysis, solution and configuration design, customisation solution design, implementation, training, integration, testing and production support to customers either on-site or remotely.

• This role centers on building and maturing automated test frameworks that strengthen Enable’s implementation quality and delivery velocity. • The Technical Consultant serves as a bridge between our customers and technical teams, ensuring automation supports project outcomes, reduces regression risk, and accelerates solution validation. • The role still performs software customizations and integrations, but this is secondary to developing and operationalizing automated testing across projects. • As part of Professional Services, the consultant contributes hands-on expertise, partners with Functional Consulting and Project Management, and helps institutionalize engineering best practices that support scalable, repeatable delivery.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Under the direction of a Manager, Senior Manager, or Director, the Senior Consultant will develop and deliver solutions for clients pursuing operational excellence and digital transformation. This role requires a self-managed professional who interfaces regularly with clients and external stakeholders, and helps lead and shape delivery resources in accordance with firm policies and procedures. The consultant will focus on expanding technical solutions across Wipfli’s footprint, particularly within a Microsoft D365 CRM ecosystem. 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. Qualifications - 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. Preferred Qualifications - 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 - 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. - 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 including critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.