More jobs:
CRM Strategy & RFP Advisory Consultant
Job in
Minneapolis, Hennepin County, Minnesota, 55446, USA
Listed on 2026-10-15
Listing for:
VDart
Full Time
position Listed on 2026-10-15
Job specializations:
-
Business
CRM Systems & Management, Business Systems & Technology Analysis -
IT/Tech
CRM Systems & Management, IT Consultant, IT Business Analyst, Business Systems & Technology Analysis
Job Description & How to Apply Below
Location:
Plymouth, MN, 55446, United States Salary: USD 74 - 76 (Hourly)
Contact:
Venkatesan Sudharsanam
Job Title:
CRM Strategy & RFP Advisory Consultant
Location:
Plymouth, MN Duration:
Contract Seeking a senior CRM Consultant / Business Analyst / Project Manager to help evaluate the future of its Microsoft Dynamics CRM environment and lead the development of an RFP for a long-term modernization initiative.
Responsibilities Lead stakeholder interviews and discovery sessions across business and technical teams.
Assess the current Microsoft Dynamics CRM 8.2 environment, integrations, workflows, reporting, and dependencies.
Evaluate future-state options including Dynamics 365 migration, new cloud implementation, hybrid approaches, and data-archiving strategies.
Identify risks, timelines, business impacts, and decision points.
Develop and manage the CRM modernization RFP process.
Define vendor evaluation criteria and support vendor selection.
Provide project management, documentation, meeting facilitation, and executive status reporting.
Required Qualifications 7+ years of Business Analysis, CRM Consulting, Project Management, or Solution Advisory experience.
Strong Microsoft Dynamics CRM/Dynamics 365 background.
Experience leading software modernization, migration, or transformation initiatives.
Ability to gather requirements, facilitate workshops, and document future-state recommendations.
Strong stakeholder management and executive communication skills.
Experience developing RFPs, vendor evaluations, and implementation roadmaps.
Preferred Qualifications Dynamics CRM 8.x and Dynamics 365 migration experience.
Experience with SharePoint, SQL Server, workflow automation, integrations, and legacy system modernization.
Consulting experience evaluating technology strategy and implementation options.
Ability to operate independently and guide executive-level decision making.
SkillsCRM Strategy, RFP Advisory
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