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Functional Consultant D365 – Remote

Nortal · San José Metropolitan Area

New Remote
Remote 🇬🇧 English
Microsoft Dynamics 365 Customer Insights Journeys Dynamics 365 Sales Power Platform Power BI

Job description

About the role

We are looking for a Microsoft Dynamics 365 Functional Consultant specialized in Customer Insights Journeys, Sales, and Customer Service. You will act as a trusted advisor to business stakeholders, helping to design and implement customer engagement, marketing automation, and lead management solutions across the Microsoft Customer Engagement ecosystem.

Key responsibilities

  • Lead discovery workshops to analyse current‑state processes and design future‑state solutions.
  • Design end‑to‑end customer journeys covering lead generation, onboarding, retention, cross‑sell/upsell and renewal across email, SMS, events and digital channels.
  • Configure Customer Insights Journeys environments, including journeys, segments, triggers, forms, landing pages, subscription centres, lead scoring models and personalization rules.
  • Develop segmentation frameworks, define engagement KPIs and analyse campaign performance for continuous improvement.
  • Support integration with Dynamics 365 Sales, Customer Service, Power Platform and Power BI.
  • Facilitate solution design reviews and provide hands‑on configuration support.

Required profile

  • Proven experience as a functional consultant on Microsoft Dynamics 365 Customer Insights Journeys.
  • Strong consulting skills with the ability to translate business needs into technical solutions.
  • Experience designing and configuring marketing automation and customer engagement processes.
  • Ability to work autonomously in a remote, multicultural team.

Required skills

  • Microsoft Dynamics 365 (Customer Insights Journeys, Sales, Customer Service)
  • Power Platform
  • Power BI
  • Marketing automation and lead management concepts

What we offer

  • Competitive USD salary
  • 100% remote work with access to coworking spaces across LATAM
  • Paid time off, sick leave and national holidays
  • Annual credit for personal perks
  • Team‑building activities, virtual coffee breaks and tech talks
  • Birthday off and wellness support from the People Care team

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Published 5 days ago

Expires 1 month from now

22 views · 0 interested

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Nortal

San José Metropolitan Area