Consultant (Microsoft Dynamics 365)

Location: Remote (US Only); optional in-person collaboration at the Arlington, VA office; some overnight travel may be required for client and team engagements. Employment eligibility in the United States is required without sponsorship.

Company

Momentive Software provides cloud-based software and services for purpose-driven organizations, including associations, chambers of commerce, and other member-based organizations.

What you will do

• Learn and configure Microsoft Dynamics 365 and Cobalt no-code solutions for client implementations.
• Guide clients on best practices for using Cobalt and Microsoft Dynamics 365.
• Lead requirements-gathering and discovery sessions, translating business processes into system configurations.
• Support business analysis, functional documentation, quality assurance, database configuration, and system configuration throughout the software development life cycle.
• Support data conversion and migration from legacy systems into Cobalt.
• Manage deliverables, timelines, client expectations, and communication across multiple concurrent implementations with minimal supervision.

Requirements

• 2–4 years of related experience in software implementation, CRM or AMS consulting, or client-facing professional services.
• Bachelor’s degree in Information Technology, Information Systems, Business, or a related field, or equivalent experience.
• Experience configuring a CRM or AMS platform such as Microsoft Dynamics 365, Salesforce, or a comparable system.
• Proficiency in Office 365, including Microsoft Word, Excel, PowerPoint, and Outlook.
• Familiarity with SQL, reporting tools, and data migration concepts.
• Ability to learn new software applications quickly.
• Excellent verbal and written communication, organization, follow-up, and relationship-building skills.
• Ability to build long-term customer trust, work independently and collaboratively, manage multiple priorities with minimal supervision, and operate in a fast-paced, deadline-driven environment.
• Ability to work at a computer workstation, communicate information, handle office materials, and accommodate the listed physical requirements, including occasional lifting of up to 50 lbs.

Culture & Benefits

• Remote work flexibility with an inclusive and welcoming environment.
• Medical, dental, and vision benefits.
• 401(k) savings plan with company match.
• Flexible planned paid time off, generous sick leave, and employer-paid parental leave.
• Employer-paid short-term disability, work-life balance, and purpose-driven community involvement.