Salesforce / Dynamics 365 Technical Consultant

Location: Remote, United States
Job Type: Full-Time
Work Arrangement: Remote
Department: Technology / Business Applications / CRM / Digital Transformation
Reports To: CRM Manager / Head of Business Systems / Applications Director / Solutions Lead

Role Overview

We are seeking a skilled and business-focused Salesforce / Dynamics 365 Technical Consultant to configure, customize, and optimize CRM and business application environments in line with operational and strategic business needs. This role is responsible for enhancing platform functionality, improving user experience, supporting integrations, building automations, troubleshooting issues, and ensuring the CRM ecosystem supports efficient and scalable business processes.

The ideal candidate has hands-on experience with either Salesforce, Microsoft Dynamics 365, or both, and is comfortable working across configuration, workflows, custom logic, data structures, integrations, and user enablement. This person should be able to translate business requirements into practical platform solutions while maintaining system stability, usability, and long-term maintainability.

This is a remote USA-based role, suited for someone who can work cross-functionally with stakeholders, end users, analysts, and delivery teams to ensure CRM and business applications are aligned with business operations and adoption goals.

Key Responsibilities

CRM Configuration & Customization

• Configure, customize, and maintain Salesforce or Dynamics 365 environments to support business operations and evolving functional requirements
• Build and manage custom objects, entities, fields, page layouts, forms, views, dashboards, validation rules, and role-based access structures
• Customize workflows, process logic, automations, notifications, approval paths, and business rules within the platform
• Implement platform enhancements that improve usability, reporting, process efficiency, and data quality
• Ensure configurations are scalable, well-structured, and aligned with platform best practices

Automation & Business Logic

• Build workflows, automations, and custom logic to support sales, service, operations, finance, or other business functions
• Translate business processes into automated system behavior using native platform tools and low-code customization features
• Support trigger-based logic, rule-based automations, process orchestration, and event-driven actions where applicable
• Review and improve existing workflows to reduce manual work, system friction, and process delays
• Ensure automations are tested, documented, and designed with proper controls and exception handling

Integrations & System Connectivity

• Support integrations between CRM platforms and other business systems such as ERP, HRIS, marketing platforms, support tools, document systems, finance tools, and third-party applications
• Assist with API-based integrations, middleware connections, data imports, exports, sync jobs, and connector-based data flows
• Work with technical teams and vendors to ensure reliable data exchange, system compatibility, and correct field mapping
• Help identify and resolve integration issues, sync failures, duplication risks, and data consistency problems
• Contribute to solution design discussions involving CRM data flow and connected business processes

Platform Support & Troubleshooting

• Investigate and resolve platform issues related to workflows, permissions, data visibility, automation failures, integrations, and user errors
• Troubleshoot configuration issues and system behavior across objects, forms, flows, customizations, and user access settings
• Monitor platform performance, identify recurring issues, and recommend enhancements to improve reliability and user experience
• Support incident resolution, root cause analysis, and technical problem-solving across business application environments
• Maintain platform health by reviewing optimization opportunities and reducing unnecessary complexity

User Enablement & Adoption

• Work closely with users and stakeholders to understand pain points, process needs, and adoption barriers
• Support end-user enablement through walkthroughs, documentation, system guidance, and enhancement recommendations
• Translate technical system capabilities into clear business-friendly explanations for non-technical users
• Help improve user adoption by refining workflows, interfaces, automation behavior, and reporting structures
• Contribute to training materials, user support documentation, and process guidance where required

Documentation, Governance & Continuous Improvement

• Document configurations, customizations, workflows, logic paths, permissions, data structures, and change history
• Follow change management, release management, testing, and governance practices for CRM updates
• Support system audits, data quality initiatives, and governance controls to ensure integrity and maintainability
• Recommend ongoing improvements to platform setup, user processes, automation design, and data management standards
• Contribute to best practices for CRM administration, technical delivery, and system lifecycle support

Requirements

• Bachelor’s degree in Information Systems, Computer Science, Business Technology, or a related field preferred
• Proven experience working as a Salesforce Consultant, Dynamics 365 Consultant, CRM Technical Consultant, CRM Systems Analyst, or similar role
• Hands-on experience with Salesforce or Microsoft Dynamics 365
• Strong knowledge of CRM configuration, platform structure, and data models
• Ability to align CRM systems and customizations with practical business needs and workflow requirements
• Experience building workflows, automations, validations, forms, dashboards, and role-based access structures
• Strong troubleshooting and problem-solving skills across CRM and connected business systems
• Ability to gather business requirements and convert them into system configurations and enhancements
• Strong documentation and stakeholder communication skills
• Ability to work effectively in a remote and cross-functional environment

Preferred Qualifications

• Experience with Salesforce Flow, Process Builder, Apex exposure, Lightning configuration, or equivalent Salesforce ecosystem tools
• Experience with Dynamics 365 Customer Engagement, Power Platform, Power Automate, Dataverse, plugins, or model-driven apps
• Familiarity with CRM integrations, APIs, middleware, and third-party connectors
• Exposure to reporting, dashboard design, user permissions, security roles, and environment management
• Experience supporting sales operations, customer service, finance, marketing, or operational workflows through CRM systems
• Understanding of data migration, data cleanup, duplicate management, and CRM governance practices
• Relevant certifications in Salesforce or Microsoft Dynamics 365 are a plus
• Experience working in Agile, project delivery, or digital transformation environments

Core Skills

• Salesforce administration
• Dynamics 365 configuration
• CRM customization
• Workflow automation
• Business process alignment
• Platform troubleshooting
• Data structure management
• User enablement
• Systems integration
• Validation rules and logic
• Reporting and dashboards
• Documentation
• Change management
• Functional support
• Cross-functional collaboration

Key Competencies

• Strong technical and functional CRM understanding
• High attention to detail
• Ability to simplify complex system requirements
• Strong troubleshooting mindset
• User-focused problem solving
• Process improvement orientation
• Clear written and verbal communication
• Strong ownership and accountability
• Ability to balance technical quality with business practicality
• Organized and structured working style

Success Metrics

• Successful configuration and customization of CRM environments
• Improved workflow efficiency and reduced manual processing
• Higher user adoption and improved end-user satisfaction
• Reduced platform issues and faster troubleshooting resolution
• Reliable integration performance and better data consistency
• Strong documentation and maintainable system setup
• Effective alignment between business requirements and platform capabilities

Working Conditions

• Fully remote role based in the United States
• Standard business hours aligned with U.S. time zones
• Frequent collaboration with business users, analysts, technical teams, and application stakeholders
• May support multiple projects, enhancement requests, and system initiatives at the same time