Homeoffice Microsoft Dynamics SMB Functional Team Lead

Description

Turnkey Technologies, Inc. combines the best of both worlds: the close-knit atmosphere of a small team with the impressive track record of over three decades of business excellence. They are on the lookout for individuals who thrive in an environment that values communication, cross-functional collaboration, and recognizes each member's contribution to the company's success. If you're eager to be acknowledged as a vital part of a thriving team, Turnkey Technologies, Inc. invites you to explore their job openings and consider making them the next step in your career journey.

The SMB Functional Team Lead is responsible for leading a team of functional consultants to ensure the successful implementation, optimization, and support of ERP systems. This role involves mentorship and development of team members, ensuring resource allocation meets project requirements, review of implementation best practices, assistance in process and efficiency improvement efforts, and leading scheduled team building meetings and activities. Additionally, the SMB Functional Team Lead is responsible for leading implementations and providing expert financial and business process consulting and support services related to Microsoft Dynamics ERP solutions (e.g., Dynamics 365 Business Central, Dynamics GP) in the SMB (Small to Medium Business) space to meet client business needs. This role is a key member of the SMB team, providing expertise and advisory services related to the installation, setup, fit/gap analysis, enhancement analysis, software testing, user acceptance services, user training, go-live cutover, and Hypercare support to drive business transformation for clients.

Requirements

• Lead a team of functional consultants, providing coaching, mentorship, and guidance, contributing to performance evaluations, and supporting professional development.
• Scheduling, allocation, and resource planning of functional consultants ensuring a utilization structure that encourages and supports a work/life balance.
• Ensure team compliance with company policies, procedures, and regulatory requirements.
• Responsible for creating, identifying, and following up on opportunities with new and existing customers. This includes delivering presentations, preparing proposals, engaging in pre-sales activities, and providing excellent customer service.
• Conduct collaborative analysis and requirements gathering sessions with team members and clients to understand financial processes and business requirements and objectives.
• Assist with the translation of client's processes and requirements into a client specific Microsoft Dynamics SMB solution, including systems integrations and recommended ISVs or customizations to address gaps.
• Identify areas of process improvements and efficiencies within client operations that will be supported by the implementation or optimization of the ERP functionality.
• Develop and document specifications for customizations to deliver desired capability where off-the-shelf solutions do not exist.
• Lead system solution implementation, training workshops and deployment of Microsoft Dynamics SMB solution in the functional financial areas including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management.
• Conduct system testing workshops, assist clients with User Acceptance Testing (UAT), and data migration activities.
• Prepare documentation for all client engagements including discovery sessions, configuration and training workshops, and testing sessions ensuring accuracy and transparent communication.
• Build and manage client relationships by delivering excellent quality standards during all engagements including solution implementation, support services, phone, and email correspondence, and resolving concerns and issues to the client’s satisfaction.
• Work closely with project manager, technical team, developers, and other consultants to ensure cohesive solution delivery by communicating essential information, obtaining team input, reviewing open issues and action items, contributing information to team meetings and reports, and using technology and tools as defined for each client engagement.
• Participate in project planning, review, status, and retrospective meetings.
• Communicate effectively with stakeholders at all levels as needed to provide updates or answer questions.
• Continually update expertise by participating in educational opportunities via self-study, reading professional publications, maintaining personal networks, participating in professional organizations, and obtaining and maintaining relevant credentials and certifications.
• Foster teamwork through empowerment and inclusiveness for all team members and clients.
• Provide services via remote, on-site, shared sessions, telephone, and email communications.
• Perform other duties as assigned.
• Up to 20% travel, as needed, may be required.
  
  

Qualifications

• Five to seven years of Microsoft Dynamics ERP (NAV/GP/BC/SL, etc.) experience, with at least three years in a leadership or management role.
• Bachelor’s Degree in Accounting, Finance, Business, MIS or related field, or equivalent experience
• Extensive experience implementing and/or using Microsoft Dynamics ERP products (preferably BC and/or GP), particularly in the financial modules including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management
• Strong leadership, team management, and interpersonal skills.
• Deep understanding of supply chain management principles, processes, and best practices
• Proven track record of successful ERP implementations and functional consulting in a team-oriented/collaborative environment
• Strong analytical, problem solving, and critical thinking skills
• Excellent verbal and written communications skills, with the ability to explain concepts clearly at all levels
• Ability to work independently as well as part of a collaborative team
• Excellent problem solving and analytical skills
• Strong time management and organizational skills
  
  

Other Desired Skills

• Relevant Microsoft Certifications
• Experience with core accounting business processes
• Experience with integration tools and 3rd party add on modules
• Microsoft Dynamics ERP functionality including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, Project Accounting, Jobs, Supply Chain Management, Inventory Management, Production Control (Process), Manufacturing, Warehouse, Master Planning or Transportation Management