Principal CRM CE Consultant

AlphaBOLD is a business and technology consulting company specializing in Microsoft Dynamics 365, Power Platform, ERP, CRM, Data & AI, and digital transformation solutions. We help organizations improve operations, strengthen customer engagement, and deliver scalable business applications that support long-term growth.

Our Customer Engagement practice partners with clients across industries to implement and optimize Microsoft Dynamics 365 Sales, Customer Service, Field Service, Customer Insights/Journeys, Power Platform, and related integrations.

AlphaBOLD is seeking a Principal CRM CE Consultant to lead complex Microsoft Dynamics 365 Customer Engagement and Power Platform implementations for clients in San Diego County and across our broader U.S. client base.

This is a senior, hands-on, client-facing consulting role. The ideal candidate can operate as a trusted advisor, solution architect, delivery lead, and escalation point while remaining close enough to the technology to guide configuration, customization, integration, testing, deployment, and user adoption.

This role is designed for someone who can bridge strategy and execution: understanding business needs, shaping the solution roadmap, leading delivery teams, mentoring consultants, and ensuring that every implementation is practical, scalable, secure, and aligned with client outcomes.

This position is critical to AlphaBOLD's ability to scale CRM delivery, strengthen client trust, support complex Dynamics 365 CE projects, and build repeatable consulting excellence across the practice.

• Lead client discovery sessions, business process reviews, stakeholder interviews, and solution workshops.
• Translate business goals, pain points, and operational requirements into clear Dynamics 365 CE and Power Platform solution strategies.
• Serve as a trusted advisor to business leaders, sponsors, and project stakeholders by explaining options, trade-offs, risks, timelines, and recommended approaches.
• Identify opportunities to improve customer engagement, sales operations, service delivery, field service workflows, marketing journeys, reporting, and automation.
• Support pre-sales and sales pursuits through discovery calls, solution recommendations, estimates, demos, roadmap development, and statement-of-work inputs.

• Design scalable end-to-end Dynamics 365 Customer Engagement solutions across Sales, Customer Service, Field Service, Customer Insights/Journeys, and related modules.
• Architect solutions using Dataverse, model-driven apps, Power Apps, Power Automate, Power BI, Power Pages, plugins, workflows, custom APIs, connectors, and integrations.
• Define data models, entity relationships, security roles, business process flows, integration points, and environment strategies.
• Provide technical leadership for configuration, customization, development, testing, deployment, and release management across project environments.
• Review solution designs, estimates, build quality, documentation, and integration approaches to ensure maintainability and long-term scalability.

• Lead full lifecycle CRM implementations from requirements gathering through design, build, testing, UAT, go-live, hypercare, and optimization.
• Coordinate with project managers, developers, functional consultants, QA, offshore delivery teams, and client stakeholders to drive execution.
• Delegate work effectively, clarify ownership, monitor delivery risks, and ensure project tasks are completed with quality and accountability.
• Mentor junior and mid-level consultants by providing guidance on consulting practices, solution design, documentation, client communication, and technical delivery.
• Act as an escalation point for complex delivery challenges, production issues, performance concerns, and client-facing risks.

• Create and review professional project artifacts including business requirements, solution design documents, fit-gap analysis, process maps, configuration notes, test scripts, and deployment documentation.
• Pr…