Functional Consultant

Overview

Functional Consultant – Remote (U.S.

-Based) | Full-Time

Company Name:
Technology Alliance Solutions, Inc.

Job Location:

United States (Fully Remote)

Employment Type:

Full-Time (FTE) Salary Range: $110,000 – $130,000 (commensurate with experience) Benefits:
Full health benefits, PTO, 401(k), fully remote work environment

Technology Alliance Solutions, Inc. (TAS) is a modern consulting and technology services firm that helps organizations transform how they manage customers, data, and operations.

We specialize in unifying CRM, ERP, marketing automation, and cloud systems into a cohesive, scalable digital ecosystem. Our team delivers enterprise-grade clarity, discipline, and execution—empowering businesses and public-sector agencies to modernize confidently and achieve measurable outcomes.

TAS operates at the intersection of strategy, architecture, and delivery. We combine deep platform expertise with the rigor of an enterprise consulting practice to design solutions that eliminate fragmentation, strengthen operational workflows, and support long-term digital transformation across enterprise, state, and federal organizations.

TAS is seeking a Functional Consultant to lead functional solution design and configuration for a high-visibility CRM and case-management modernization initiative supporting a Texas state agency. This role is responsible for translating documented business requirements into scalable, configuration-led solutions within Microsoft Dynamics 365 Customer Service.

At TAS, we value current mastery of the latest Microsoft Dynamics 365 and Power Platform capabilities over tenure with legacy CRM platforms. The ideal candidate brings deep, hands-on experience with modern Customer Service features, configuration patterns, and platform best practices, and is comfortable operating in structured, high-accountability public-sector environments.

The Functional Consultant works closely with Business Analysts, Solution Architects, developers, QA resources, and client stakeholders to ensure functional intent is accurately implemented, validated, and accepted throughout the delivery lifecycle.

This is a full-time, fully remote role, operating within an onshore delivery model.

• Serve as the functional lead for CRM and case-management modernization using Microsoft Dynamics 365 Customer Service
• Collaborate closely with Business Analysts to support requirements elicitation, validation, traceability, and functional documentation
• Translate business needs into clear, prioritized user stories, functional specifications, and acceptance criteria
• Lead the functional design for legacy data transitions, ensuring historical case records are accurately mapped, validated, and triaged to support state reporting and records retention requirements
• Provide functional leadership for the Intake and Triage (A-Desk) workstream, optimizing constituent request intake, classification, routing, and responsiveness
• Design and configure complex case-management workflows, routing rules, queues, and SLAs within Dynamics 365 Customer Service
• Configure Customer Service components including forms, views, dashboards, business rules, queues, and security roles
• Ensure all solutions are configuration-first, minimizing custom development and preserving platform upgradeability
• Partner closely with Solution Architects to ensure functional designs align with architectural standards, security posture, and integration constraints
• Support backlog refinement, sprint planning, and delivery sequencing using Azure Dev Ops (ADO) as the mandated system of record
• Utilize Azure Dev Ops (ADO) to manage functional requirements, user stories, backlog items, acceptance criteria, and supporting documentation
• Validate functional behavior during system testing and support UAT execution and acceptance readiness
• Ensure all functional designs and configurations comply with Texas Administrative Code (TAC) §213 and Section 508 accessibility standards
• Produce and maintain functional documentation, process flows, configuration artifacts, and training materials
• Support end-user training, knowledge transfer, and adoption activities