Senior Microsoft Dynamics 365 CRM Transformation Consultant 

• Employment Type: Contract
• US Citizen or Green card only, we cannot sponsor and NO employers – must be direct with us.
• Duration: 6+ months strong possibility to be extended
• Pay Rate: W2 $70 per hour – C2C/1099 $77 per hour
• Location: NYC, hybrid – 3 days onsite

Position Overview

We are seeking a Senior Microsoft Dynamics 365 CRM Transformation Consultant with 10 to 12 years of Microsoft Dynamics CRM/Dynamics 365 experience to lead enterprise CRM transformation initiatives within a highly customized Microsoft Dynamics 365 Customer Service environment. This is a senior, business-facing consulting role focused on partnering with business stakeholders to optimize business processes, define functional requirements, drive user adoption, and deliver enterprise CRM solutions.

Candidates with deep Salesforce CRM transformation consulting experience will also be considered, provided they have extensive functional CRM implementation experience and can demonstrate skills that readily transfer to a Microsoft Dynamics 365 Customer Service environment.

• Lead enterprise Microsoft Dynamics 365 Customer Service transformation initiatives from discovery through implementation.
• Partner with business stakeholders to gather requirements, analyze business processes, and define functional solutions.
• Design and document business process flows, functional specifications, and solution requirements.
• Lead stakeholder workshops, executive presentations, and cross-functional planning sessions.
• Drive user adoption through change management, training, and User Acceptance Testing (UAT).
• Collaborate with technical teams to deliver scalable CRM solutions aligned with business objectives.

Required Qualifications

• 10 to 12 years of experience implementing and transforming Microsoft Dynamics CRM/Dynamics 365 solutions in a functional consulting capacity.
• Strong expertise with Microsoft Dynamics 365 Customer Service, including Model Driven Apps, Case Management, Email to Case, and System to Case processes.
• Proven experience leading enterprise CRM transformation initiatives and large-scale business process improvements.
• Strong business analysis skills, including requirements gathering, process mapping, functional documentation, and stakeholder management.
• Excellent communication, presentation, facilitation, and executive stakeholder management skills.
• Experience supporting user adoption, organizational change management, training, and User Acceptance Testing (UAT).
• Experience with Microsoft Dynamics 365 Copilot, Generative AI, or Power Platform is preferred.
• Investment Management, Asset Management, Wealth Management, or Financial Services experience is preferred.
• Candidates with extensive Salesforce CRM transformation consulting experience will also be considered if they have led enterprise CRM implementations, business process transformation, and functional consulting engagements with skills that are directly transferable to Microsoft Dynamics 365 Customer Service.

Preferred Industry Experience

• Investment Management
• Asset Management
• Wealth Management
• Financial Services

Education

Bachelor’s degree in Business, Information Systems, Computer Science, Finance, or a related field, or equivalent professional experience.

Why This Role?

This is an opportunity to lead a strategic enterprise CRM transformation for a highly customized Microsoft Dynamics 365 Customer Service platform. You will work directly with business and technology leadership to modernize customer service operations, improve business processes, and help shape the organization’s long-term CRM and AI strategy.