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Open since Dec 2025

ConsultantReply · Chicago

Consultant

ChicagoHybridFull-time

AI Summary

Consultant who gathers client requirements, configures and customizes Dynamics 365 and PowerApps, coordinates project timelines, and trains end-users. The role also supports pre-sales and steering committee activities.

About this role

At Root16 Reply, our company is built around two things…our people and our clients. While other firms spend most of their time worrying about things like expanding their footprint and bottom line, we’re more concerned about doing what’s right for our employees and our clients. We want to do everything in our power to make sure our clients, our team, and our organization, are successful. We’re looking to build true partnerships, and tackle challenges with our clients head-on; bringing our people, vision, and experience to the forefront. We take great pride in our work, and have fun doing it.

Who we are:

  • We are technologists
  • We are customer engagement enthusiasts
  • We are listeners and researchers
  • We are doers, thinkers and problem solvers
  • We are collaborative and cooperative
  • We are accountable to one another and for one another

    • What we look for:

  • People who are smart, honest and genuine
  • People who take pride in their work
  • People who are willing to do what it takes and think outside the box
  • People who are life-long learners and help others learn along the way
  • People who laugh and don't take themselves too seriously
  • People who do right by others
  • People who appreciate the abilities and differences of others
  • People who want to participate in building a positive work culture

    • What we offer:

  • Collaborative environment without politics, micro-management or burdensome tools and processes
  • Remote or hybrid, flexible work environment with social events (in person and virtual)
  • Empowerment to make your mark
  • Growth defined by experiences, not tenure or rank
  • Invest in Your Nest benefit to upgrade your home office
  • Wellness benefit for gym membership or exercise equipment
  • Learning allowance for classes, training or personal pursuit
  • Discretionary Unlimited PTO, 11 paid holidays, birthday off and summer hours
  • Monthly cell phone / internet allowance
  • Excellent medical, vision and dental benefits plus 401K with company match
  • Casual dress

    • Responsibilities:

  • Participate in discovery meetings with clients and prospects to understand and document their sales, marketing and customer service requirements and business processes
  • Participate in steering committee meetings with the client and be the escalation point for client communications
  • Participate in the pre-sales process as needed for RFPs and SOWs
  • Configure/customize D365/PowerApps using web-based administration tools (form layout, workflow design, view creation, etc.)
  • Work with developers to define and create specifications for any custom code or data migration requirements
  • Create and manage project timelines to ensure on-time and on-budget delivery
  • Train end-users
  • Create knowledge transfer documentation

    • Requirements:

  • Bachelor’s degree (Computer Science or Business Systems preferred) or related experience
  • 1 - 3 years of experience working on projects, business analysis, and/or requirements gathering (technology experience with applications is preferred)
  • Familiar with relational databases is a plus
  • Self-starter and able to effectively prioritize multiple tasks and projects
  • Energized by working at an entrepreneurial company
  • Self-motivated, dependable and reliable teammate
  • Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating enterprise business processes with technology skills
  • Demonstrated leadership qualities and client service focused mindset
  • Microsoft certifications in Dynamics 365 or Power Platform a plus, but not required
  • Occasional travel required, less than 20%

    • Skills

    Business AnalysisData MigrationDynamics 365End-user TrainingKnowledge TransferPowerAppsPower PlatformProject TimelinesRelational DatabasesRequirements GatheringTechnical WritingWorkflow Design

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