About PracticePro365:
PracticePro365 delivers cutting-edge, cloud-based solutions tailored to professional service firms. By integrating business management, practice management, and CRM functionality into one comprehensive platform, we empower our clients to streamline operations and achieve their goals.
We are looking for a skilled Microsoft Consultant with strong technical proficiency, consulting acumen, and a client-first mindset. The ideal candidate will have experience with PowerBI, SQL databases, semantic models, CRM systems, Microsoft Dynamics environments, and Microsoft Cloud Solution Provider (CSP) licensing. This role involves collaborating with clients to deliver tailored solutions and supporting them throughout implementation and beyond.
Role Summary:
As a Microsoft Consultant, you will serve as a trusted advisor to clients, providing expert guidance on technical implementations, system customizations, and business intelligence solutions. You will combine consulting skills with technical knowledge to deliver impactful solutions that meet client needs, ensure successful adoption, and foster long-term relationships.
Key Responsibilities:
- Act as a trusted advisor, working closely with clients to understand their unique business needs, challenges, and goals.
- Conduct detailed needs analyses and recommend tailored solutions that align with client objectives.
- Provide guidance on best practices for system implementation, business intelligence, and ongoing management.
- Build strong, long-term client relationships through effective communication and a focus on delivering value.
- Facilitate discovery sessions to identify opportunities for system enhancements and optimization.
Technical Implementation and Data Management:
- Oversee data cleaning and import processes to ensure accurate and seamless integration of client data.
- Manage environment provisioning and solution import for Microsoft Dynamics 365 and other tools.
- Design and implement SQL databases and semantic models to enhance reporting and analytics capabilities.
- Customize and configure PracticePro 365, Microsoft Dynamics, PowerBI, and Power Automate to align with client workflows and operational requirements.
- Develop and deploy PowerBI dashboards to deliver actionable business insights.
- Conduct post-go-live data imports to finalize system readiness and ensure smooth client operations.
Client Support and Customization:
- Triage new support tickets and collaborate with clients to resolve issues efficiently.
- Manage user onboarding, additions, and modifications, ensuring permissions and account settings are accurate.
- Implement basic solution customizations to meet evolving client requirements.
- Serve as a liaison between clients and the development team to address environment updates and advanced customizations.
- Oversee Microsoft CSP licensing to ensure clients have the correct solutions and configurations.
Business Intelligence and Reporting:
- Build interactive PowerBI dashboards integrated with client data for real-time insights and reporting.
- Optimize semantic models for performance and scalability in business intelligence applications.
- Define and implement KPIs and other key metrics tailored to client needs.
- Educate clients on leveraging business intelligence tools for strategic decision-making.
Training and Knowledge Transfer:
- Deliver comprehensive pre- and post-go-live training sessions to enable effective solution adoption.
- Conduct workshops and webinars on CRM usage, PowerBI reporting, SQL data management, and best practices.
- Provide tailored technical support and documentation to clients, ensuring clarity and usability.
Client Engagement and Sales Support:
- Manage the PracticePro365 CRM, maintaining accurate records of leads, opportunities, and client interactions.
- Conduct preliminary and onsite client demos, showcasing PracticePro365's features and benefits.
- Partner with the sales team to assist in client follow-ups, scheduling, and technical inquiries.
- Represent PracticePro365 at conferences, webinars, and events as a technical expert and brand ambassador.
Qualifications:
Bachelor's degree in Information Technology, Business Analytics, Computer Science, or a related field.
- 3+ years of experience in consulting, implementation, or client support roles.
- Demonstrated success in consulting engagements, with a focus on delivering value-driven solutions.
- Proficiency in PowerBI, SQL databases, and Microsoft Dynamics 365 CRM systems.
- Experience managing Microsoft CSP licensing and cloud-based solutions.
- Familiarity with data modeling techniques, semantic layers, and business intelligence tools.
Technical Skills:
- Proficiency in PowerBI for creating and deploying dynamic dashboards and reports.
- Advanced knowledge of SQL Server, including database design, queries, and optimization.
- Hands-on experience with Microsoft Dynamics environments and CRM customizations.
- Proficiency in Microsoft Azure and related cloud-based services.
- Strong knowledge of ETL processes and data integration techniques.
Consulting and Communication Skills:
- Excellent interpersonal skills with a proven ability to build rapport and maintain trust with clients.
- Strong written and verbal communication skills to translate technical concepts into actionable client solutions.
- Effective at facilitating discovery meetings, workshops, and presentations to drive client engagement.
- Demonstrated ability to manage client expectations and deliver exceptional results in complex projects.
Problem-Solving and Organizational Skills:
- Analytical thinker capable of diagnosing and resolving technical and operational issues.
- Strong organizational skills with the ability to manage multiple projects, deadlines, and competing priorities.
- A proactive, self-motivated approach to problem-solving and continuous improvement.
Key Competencies:
- Client-Centric Focus: Dedicated to understanding and exceeding client expectations.
- Analytical Thinking: Skilled in data interpretation and delivering actionable insights.
- Technical Proficiency: Committed to staying at the forefront of Microsoft technologies and business intelligence trends.
- Collaboration: Thrives in team environments, fostering positive relationships across departments and with clients.
- Adaptability: Excels in a dynamic, fast-paced environment with evolving client needs and priorities.