Sales Specialist - Microsoft Dynamics F&O

The Microsoft Dynamics F&O ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Microsoft Dynamics F&O ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.

This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Microsoft Dynamics F&O solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.

• Pursue qualified Microsoft Dynamics F&O ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives
• Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close
• Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives
• Position Microsoft Dynamics F&O ERP capabilities and Forvis Mazars services in a consultative, value-driven manner
• Translate client requirements into well-scoped Microsoft Dynamics F&O ERP solutions in partnership with solution architects and delivery leaders
• Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders
• Collaborate closely with:
• Sales Development Representatives for lead handoff and progression
• Business Developers on account expansion and cross-service opportunities
• Marketing on campaign-driven leads and messaging feedback
• Delivery and practice teams to ensure accurate scoping and smooth transition to implementation
• Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system
• Meet or exceed assigned revenue targets and sales performance expectations

• 3‑5+ years of experience in B2B sales, preferably within:
  • ERP or cloud software sales
  • Professional services or consulting
  • Technology‑enabled business solutions
• Proven ability to manage and close complex, consultative sales opportunities
• Strong written and verbal communication skills with a professional, client‑facing presence
• Ability to articulate business value and align solutions to client needs
• Experience working with CRM platforms (Salesforce, Dynamics, Hub Spot, or similar)

• Experience selling or supporting Microsoft Dynamics F&O ERP or other cloud‑based ERP platforms
• Background in accounting, advisory, or professional services environments
• Familiarity with multi‑stakeholder, mid‑market sales cycles

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

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